AI Financial恒益投资现因业务量快速增长，诚招有志之士加入，壮大团队。在这里，你将有机会提高你的个人管理能力，并获得宝贵的办公技能。 我们知道你会发现在 AI Financial 的工作既有挑战性又有回报，我们相信你的贡献将是有意义的 。
职位描述
- 整理收集客户文件，管理客户档案录入公司系统
- 协助完成后台审理工作
- 联系公司上下游合作伙伴，如保险公司和各大银行
- 完成leader交办的其他工作和任务
任职要求
- 中英文流利，具备良好的沟通能力和学习能力
- 工作细心，具备较强的组织规划能力，善于总结
- 具备较强的时间管理能力和多任务处理能力
- 熟练使用电脑，MS Office等办公软件
- 有相关工作经验者优先
联系我们
如果你对这个职位感兴趣，请将你的简历发送到 info@aifinancial.ca
This role is required fluent in English and Mandarin.
Are you interested in entrepreneurship? Do you want to build something new for this world? Do you enjoy developing your personal skill and mindset by solving every challenge or problem? Join us!
About AI Financial
Al Financial is the leading financial investment service provider in Canada. We insist on value investing, and we believe that only socially responsible companies can genuinely help their clients make profits. Working with funding and insurance companies, we select the fund products suitable for our clients and manage various types of investment accounts such as TFSA, RRSP, etc. At the same time, we help our clients apply for Canadian unsecured low-interest investment loans to achieve wealth freedom with financial leverage.
We’re currently looking for a motivated, self-driven individual to join our Financial Advisor team. The successful candidate will be responsible for daily routine and other requests from the Voice President of Sales. If you have a passion for finance and investment, and you enjoy learning and exploring different projects and experiences, you are the right candidate.
Your opportunity
AI Financial is looking for an Administrative Assistant to join our team own the following responsibilities:
- Prepare and manage client files and cases
- Coordinate and review all client applications and case tracking
- Communicate with the company’s upstream and downstream partners, such as insurance companies and major banks
- Coordinating external/internal appointments, meetings, room bookings, and meals/catering
- Other duties as required by the leader
Your experience and education
- Recent university/college graduates
- Outgoing with excellent communication skills
- Strong communication, writing, presentation, and interpersonal skills
- Must thrive in a fast-paced environment
- Computer proficiency in MS Office applications
We want to hear from you!
Please send your resume to info@aifinancial.ca with the subject “AIF- Financial Administrative Assistant”