Executive & Personal Assistant

As part of our Elite Wealth Management team, you will share our philosophy that is focused on our client’s success. We provide insightful and personalized financial advice 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 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 guiding our clients every step of the way.

We are looking to hire an Executive & Personal Assistant 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.

Title: Executive & Personal Assistant

Duties and Responsibilities:

• Provide a full spectrum of secretarial, administrative support, and personal assistance to the Director, including preparing agendas and taking meeting minutes, handling legal and other entities’ correspondence, proper documents filing, business licenses & insurance renewal, and property-related issues.
• Serve as a key contact point between the Director and internal/external parties.
• Manage and maintain the Director’s schedules and calendar, including meetings, appointments, and travel itineraries, to maximize the benefits to the Director and all relevant parties.
• Ensure timely delivery and order lunch for the Director as required.
• Handle local daily bookings for the Director, such as restaurant reservations, beauty appointments, doctor appointments for family members, dog grooming, staycations, and other activities.
• Coordinate travel logistics for the Director including booking flights, hotels, transportation, restaurants, and other activities.
• Organize and coordinate internal events, such as staff appreciation events, retreats, Christmas parties, etc.
• Monitor the progress of the new office renovation, coordinate with the contractor, and report to the Director.
• Manage timelines and provide weekly reports for the progress of all tasks assigned to different departments or individual staff to ensure everything runs smoothly.
• Assist with personal tasks and errands, including settling personal payments by cheque or credit card.
• Carry out other ad-hoc duties as required.

Qualifications:

• Bachelor Degree in Business Administration or equivalent.
• At least 3 years of relevant working experience.
• Fluency in English and Cantonese.
• Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and Teams.
• Strong interpersonal and communication skills.
• Strong sense of responsibility, mature personality with a high level of integrity, confidentiality, and discretion.
• Ability to work and be highly organized under pressure, able to prioritize and handle multiple tasks.
• Independent, detail-oriented, proactive, flexible, and able to work in a fast-paced working environment.
• Knowledge of the financial industry preferred but not required.

Job Types: Full-time, Permanent

Salary: $63,000-$73,000 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.

Schedule: 7 hours.