ZipRecruiter

Log In

Elite Wealth Group

60 jobs near Columbus, OH

Jobs

Wealth Advisor, Associate

New York, NY · On-site

Our belief: every American deserves an elite wealth team navigating their capital, delivered at the ... We're a high-touch, high-tempo group that works side by side. You'll see our founders working in ...

Titan

Wealth Advisor, VP

New York, NY · On-site

$150K - $200K/yr

Our belief: every American deserves an elite wealth team navigating their capital, delivered at the ... We're a high-touch, high-tempo group that works side by side. You'll see our founders working in ...

Titan

Wealth Advisor, SVP

New York, NY · On-site

$220K - $270K/yr

Our belief: every American deserves an elite wealth team navigating their capital, delivered at the ... We're a high-touch, high-tempo group that works side by side. You'll see our founders working in ...

Jobs

Wealth Advisor, SVP

New York, NY

Our belief: every American deserves an elite wealth team navigating their capital, delivered at the ... We're a high-touch, high-tempo group that works side by side. You'll see our founders working in ...

Jobs

Wealth Advisor, VP

New York, NY · On-site

Our belief: every American deserves an elite wealth team navigating their capital, delivered at the ... We're a high-touch, high-tempo group that works side by side. You'll see our founders working in ...

Titan

Wealth Advisor, Associate

New York, NY · On-site

$95K - $140K/yr

Our belief: every American deserves an elite wealth team navigating their capital, delivered at the ... We're a high-touch, high-tempo group that works side by side. You'll see our founders working in ...

next page

Showing results 1-20

Executive Personal Assistant

Richmond, BC

Elite Wealth Mgmt
See more jobs at Elite Wealth Mgmtexternal

CA$63K - CA$73K/yr

Full-time

Medical, Dental, Life, Retirement

Re-posted 7 days ago

Job description

As part of our Elite Wealth Management team, you will share our philosophy that is focussed on our client’s success, we provide insightful and personalized financial advice that is 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 that are 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 to 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.

Our website: https://elitewmg.com

Title: Executive Personal Assistant

Duties and Responsibilities:

  • Provide a full spectrum of secretarial, administrative support, and personal assistance to President, including preparing agendas and taking meeting minutes, handling legal and other entities’ correspondence, proper documents filing, insurance renewal, and property-related issues.
  • Serve as a key contact point between President and internal/external parties.
  • Manage and maintain President’s schedules and calendar, including meetings, appointments, and travel itineraries, to maximize the benefits to the President and all relevant parties.
  • Ensure timely delivery and order lunch for President as required.
  • Handle local daily bookings for President, such as restaurant reservations, beauty appointments, doctor appointments for family members, staycations, and other activities.
  • Coordinate travel logistics for President including booking flights, hotels, transportation, restaurants and other activities.
  • Organize and coordinate internal events, such as staff appreciation events, retreats, Christmas parties, etc.
  • Manage timelines and provide weekly report for the progress of all tasks assigned to different departments or individual staff to ensure everything runs smoothly.
  • Accompany President on business trips as requested, providing on-site support and coordination.
  • 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 application, including Words, 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 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: 7.5 hours/day (37.5 hours/week)