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 Administrative 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
- First point of contact for clients via phone, email, and in person.
- Respond to customer requests in a timely fashion.
- Interpret customer requirements and recommend solutions.
- Maintain information systems: organize folder structures, ensure timely archiving, set up new folders, organize and digitize physical documentation.
- Prepare contracts, proposal letters, and other relevant documents. Ensure proper filing and documentation.
- Coordinate office sponsorships and promotional events.
- Manage payables and receivables.
- Schedule meetings for clients and the chief financial advisor.
- Experience in the insurance industry is an assetQualifications
Requirements:
- Bachelor’s Degree in related fields
- Preferred 2+ years experience in an office setting, finance, business, administrative or related role.
- Fluent in English and Mandarin is a must in typing, speaking & writing.
- Cantonese is a plus
- 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
Please do not call, we only accept applications through Indeed. Thank you.
Job Type: Full-time
Pay: $42,000.00-$56,000.00 per year
Benefits:
- Extended health care
- Life insurance
- On-site parking
- Paid time off
Flexible language requirement:
Ability to commute/relocate:
- Vancouver, BC V6J 1G1: reliably commute or plan to relocate before starting work (required)
Language:
Work Location: In person
