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”