Administrative Assistant

Due to the mature but complicated tax system in Canada, beyond wealth accumulation, there are increasing demands from the public on tax and risk management. Grandtag Financial’s motto is being one of the most recommend company by customers and colleagues in the financial planning industry.

What you will be doing

• Following and executing administrative system.
• Centralizing materials, include but not limited to formatting, filing, record keeping and business processing.
• Corresponding with CRM, client files, client proposals, software and marketing materials.
• Executing advertisement campaign and online seminar through Radio, newspaper, YouTube, Facebook, etc.

How you will succeed

• Corresponding with colleagues – friendly but result oriented.
• Adapting the ongoing improvement of administrative system.
• Detail oriented – quick pace to fine tune slight matters.
• Organized – complete tasks systematically.
• Punctual – complete tasks on time.

Who you are

• You are result oriented. You’re motivated by accomplishing tasks.
• You love to learn. You’re passionate about growing your knowledge and leveraging it.
• You are a good learner and follower.

Who we need

• 3 years+ of related experience.
• A passion for developing and implement am effective system.
• Effectively demonstrate and communicate to leaders and followers.
• Technology savvy – MS Excel, MS PPT, CRM(client relationship management system).
• Ability to communicate with Cantonese or Mandarin colleagues an asset.

What we reward

• $4,000/month.
• Medical benefits.
• You will become a great demand in the administrative assistant job market.