Job Title: Administrative Assistant
Location: Onsite
Job Overview:
We are seeking a motivated and organized individual to support a Certified Financial Planner specializing in financial planning, investment funds, and insurance products. While previous experience in the financial industry is beneficial, it is not mandatory. This is a great opportunity for someone looking for a full-time or part-time position with flexible working hours.
Key Responsibilities:
- Assist in organizing client files, financial documents, and portfolios.
- Prepare reports and summaries for client meetings and follow-ups.
- Help with scheduling appointments and managing calendars for client consultations.
- Communicate effectively with clients to gather required information and answer basic inquiries.
- Support with insurance paperwork, investment fund documentation, and other financial planning tasks.
- Maintain a high level of confidentiality and attention to detail.
Qualifications:
- Strong organizational skills with the ability to manage multiple tasks.
- Excellent communication skills, both written and verbal.
- Friendly, professional demeanor with a positive attitude.
- Ability to work independently with minimal supervision.
- Previous experience in financial services is a plus, but not required.
Ideal for:
- An individual looking for a full-time or part-time position with flexible working hours.
- Someone seeking to advance their career in the financial services industry.
Office Hours:
Monday to Friday, 4 – 8 hours per day
Pay: $20.00-$22.00 per hour
Flexible language requirement:
Education:
- Bachelor's Degree (required)
Experience:
- Administrative: 1 year (required)
Language:
- Mandarin/Cantonese (required)
Work Location: In person
