As part of our Elite Wealth Management team, you will share our philosophy that is focussed on our client's success, we provide insightful and personalized financial advice that is designed to achieve the individual needs of our clients. Operating at the highest levels of integrity and transparency, we give our clients clarity and peace of mind about their financial future.

We want the best for our clients and their families, and value strong, long-term relationships that are built on understanding their unique situations.

Our experience and insight allow us to create tailored financial plans based on each of our client's unique financial needs.

We are committed to building long-term financial wealth and to guiding our clients every step of the way.

We are looking to hire an Operations Administrator to support our financial planning practice.

Elite Wealth Management Inc. strives to consistently supply the highest quality of service to our clients. We provide unbiased investment and insurance solutions custom-tailored to your individual needs and objectives.

Our website: https://elitewmg.com

Title: Operations Administrator

Duties and Responsibilities:

1) Administration

• Greet clients and visitors in a courteous and professional manner
• Answer telephone call, direct calls to relevant parties, take and relay messages promptly
• Receive and distribute daily mail and courier packages
• Assist with outgoing mail and maintain related records
• Handle office petty cash
• Conduct regular inventory checks and place purchase orders (e.g. stationery, beverage supplies, washroom supplies etc.)
• Ensure office equipment and facilities are in good condition for the whole office building (e.g. meeting room, pantry, front yard and parking lot etc.)
• Organize and maintain general presentation and cleanliness of office common areas
• Schedule cleaning and maintenance with vendors for office building

2) Operations

• Process new applications submitted by advisors and update the status in system
• Handle insurance carrier emails and forward to relevant advisors
• Update carriers contact list as needed
• Handle advisor room/desk rental fee
• Coordinate weekly insurance carriers training for advisors
• Carry out other ad-hoc duties as required

Qualifications:

• Degree in Business Administration or equivalent
• At least 2 years of experience in front desk administration/ office administration
• Excellent verbal and written communication skills
• Fluency in English and Cantonese required
• Proficiency in Microsoft Office application, including Words, Excel, PowerPoint and Teams
• Attentive to detail and well organized
• Ability to work independently and efficiently in a fast-paced environment
• Capable to handle and prioritize multiple projects simultaneously
• Knowledge of financial industry preferred but not required

Job Types: Full-time, Permanent

Schedule: 7 hours

Salary: $50,000-$53,000 per year subject to working experiences

Benefits subject to years of service:

• Group extended health & dental benefit plan
• Group life insurance
• Group retirement savings plan matching
• Critical illness insurance
• Course subsidy program