Executive Assistant

BDDM Financial Consulting Co., Ltd. upholds professional professionalism and the concept of understanding customer needs from their perspectives, and strictly selects insurance products and investment products of all Canadian insurance companies for you. These include: life insurance, critical illness insurance, disability insurance, travel insurance and segregated funds.

“BDDM system represents Balance, Direction, Distinction, and Morality. These four core values ​​are firmly ingrained in the hearts and minds of each of our team, we provide you with honest and reliable service according to your immediate needs.”

Our mission is to pass your wealth on for you, use insurance plans to achieve optimal taxation, and help you avoid risks and enjoy life​. For more than 15 years, we have been rooted in Vancouver​, and properly allocate assets to solve your worries.

As our team continuously grows and strives for excellence, we are now hiring a Executive Assistant who is dedicated, thoughtful, and responsible. If you believe you would be a great fit, welcome to apply!

Visit us at http://bddm.ca/eng-home.html

Main Responsibilities

• Check and ensure premium paid for policy before due date
• Work with insurance company, to coordinate, and report.
• Prepare and follow up with Insurance Applications, such as Life, Investment, Travel and more, from Allianz/Manulife/Tugo, etc.
• Obtain insurance quotes, Annuity Quote and fill, submit, check applications.
• Update, check, record accounting records on BDDM Financial Counsultants, and sub-company Wise House Education.
• Follow up with tax filing with client and accountant during tax seasons
• Support the director with other specific projects/tasks as required.

Qualifications

• Bachelor’s Degree in related fields
• 3+ year experience in an office setting, finance, business, administrative or related role.
• Fluent in English and Mandarin is a must
• Strong writing and communication skills
• Superior time management and organizational skills with the ability to meet deadlines
• Strong adaptability to work independently and within a team
• Proficient with Microsoft Word; experience with Excel

Job Type: Full-time

Salary: $45,000.00-$55,000.00 per year

Schedule:

• 8 hour shift

Ability to commute/relocate:

• Vancouver, BC: reliably commute or plan to relocate before starting work (required)

Language:

• Mandarin (required)

Willingness to travel:

• 25% (required)

Work Location: One location