Job Responsibilities:
Process investment transaction documents and organize records using the company's management system.
Coordinate with financial advisers on trade-related matters.
Professionally respond to inquiries from clients, advisers and fund companies.
Communicate and coordinate with banks, fund companies, and insurance companies to handle trade related documents and transaction issues.
Responsible for reception duties and handling online inquiries.
Coordinate and arrange training sessions for advisers
Complete other administrative and operational tasks as assigned by supervisors.
Continuously learn and strengthen knowledge of company's products and services to accurately and promptly resolve client issues.
Qualifications & Preferred Attributes:
College diploma or higher education.
Proficient in office software.
Solid customer service skills and teamwork spirit.
Excellent communication skills and learning ability.
Friendly, patient, detail and multi-tasking oriented.
Candidates with relevant licenses, industry experience, or related academic background will be preferred.
Proficiency in English is required; multilingual candidates are preferred.
Job Type: Full time
Pay: $18.00-$26.23 per hour
Expected hours: 37.5 per week
Work Location: In person
📌 Full Time Administrative Assistant Markham (Canada)
🏢 RIFO GROUP
📍 Canada
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