20 meilleures offres (financial representative, vancouver, bc) (à pourvoir)

Account Management Associate (Bilingual - Mandarin & English)
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- Microsoft Powerpoint
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- Microsoft Word
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Odlum Brown —Vancouver, BC
- De 65 000 $ à 75 000 $ par an
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Acumen Capital Partners —Port Coquitlam, BC
- De 50 000 $ à 150 000 $ par an
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- Microsoft Excel
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il y a 2 jours
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BC ECO PAVING INC. —Coquitlam, BC
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Financial Planner
Canaccord Genuity Corp. —Vancouver, BC
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Centennial Food Solutions —Richmond, BC
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Associate Sales Director, Brokerage BC
IVARI —Vancouver, BC
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Associate, Relationship Manager
Canaccord Genuity Corp. —Vancouver, BC
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Associate, Client Tax Reporting (6-Month Contract)
Canaccord Genuity Corp. —Vancouver, BC
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Regional Sales Director
Bumper to Bumper —Vancouver, BC
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Customer Service Representative
Lumiere currency Exchange —North Vancouver, BC
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Senior Investment Associate
Canaccord Genuity Corp. —Vancouver, BC
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Canaccord Genuity Corp. —Vancouver, BC
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Specialist, Portfolio Operations
Canaccord Genuity Corp. —Vancouver, BC
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Associate, Capital Markets and Investor Relations
Sandpiper Group —Vancouver, BC
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Goli Nutrition —Vancouver, BC
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Payroll & Accounting Specialist
Canaccord Genuity Corp. —Vancouver, BC
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il y a 11 jours
Associate, New Accounts Services
Canaccord Genuity Corp. —Vancouver, BC
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il y a 9 jours
Insurance Sales Representative
Combined Insurance (Chubb Canada) —Vancouver, BC
- Temps plein
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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : financial representative (vancouver, bc)

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Account Management Associate (Bilingual - Mandarin & English)

Gentai Capital Corporation -
Richmond, BC

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Détails du poste

Permanent | Temps plein
De 49 000 $ à 55 000 $ par an

Profil recherché

Microsoft Powerpoint
Bilingue
Microsoft Word
Logiciels de GRC/CRM
Mandarin
Microsoft Excel
Microsoft Outlook
Vente
Études postsecondaires
Classement
Administration des ventes
Anglais
Microsoft Office
Finance
Expérience administrative
Esprit d'analyse
Comptabilité
Sens de l'organisation
Cours sur le commerce des valeurs mobilières au Canada (CCVM)
Comptabilité
Compétences en communication
Marketing

Description complète du poste

Why join us?

Gentai Capital Corporation (“Gentai”) has a 14-year track record delivering consistent above-average returns to our investors, specializing in residential and commercial mortgages across Canada.

We have established ourselves as a strong, conservative alternative investment firm, well-positioned to expand into new markets. As both an asset manager and a leading non-bank mortgage lender, we are committed to delivering high-quality alternative investments to investors while providing mortgage solutions to homeowners, developers, and real estate investors. Our continued growth is the result of a mindful approach and the exceptional talent of our team.

We work in a fluid and fast-paced environment that is in a complete growth mode – we are looking for motivated, self-starters to contribute to our vision to be a Top Alternative Investments Manager in Canada.

This position is under Gentai Asset Management Corp., in Richmond, BC, reporting to the Managing Director.

Gentai Asset Management Corp. is an exempt market dealer (“EMD”) registered with the Alberta Securities Commission, the British Columbia Securities Commission, and the Ontario Securities Commission, providing investment opportunities in private and public issuers to qualified investors.

Career Opportunity:

Grow your career in a role that makes an impact! Join us as an Account Management Associate (AMA). In this on-site role, you will be responsible for preparing client account documentation, processing transactions, and supporting investment sales by ensuring accuracy and efficiency through effective workflow management. You will be a key contributor to delivering exceptional client service by demonstrating strong communication, accountability, and collaboration

Ideal for aspiring Dealing Representatives: The AMA role is a step towards becoming a Dealing Representative. You will gain hands-on experience in operations, work closely with Dealing Representatives, and learn strategies for success.

Responsibilities:

Administrative and clerical support for the Dealing Representatives.
Under the direction of the Dealing Representatives, handle all aspects of client account administration, including preparation and follow-up, with efficiency and accuracy.
Documentation and administration: Prepare and process client documentation, including account applications, asset transfers, registered plan transactions, banking, and client reporting.
Record purchases and sales.
Ensure that all trades and documentation comply with regulatory and internal compliance standards.
Handle all types of client accounts, including Registered & Non-Registered accounts.
Prepare Private Placements for all subscribers and meet the deadline.
Provide customer service duties for multiple relationship managers and their clients.
Process administrative requests, including handling correspondence.
Enter data, update, and maintain records in the company CRM System.
Support client marketing events (on and offsite) through set-up assistance and preparation of materials, as needed.
Contribute to the production of the company’s quarterly Investor Letter, with training and editorial guidance provided.
Reception coverage on a rotational and or as-needed basis.
Other assigned duties

Qualifications:

Minimum 2 years of financial, accounting, or similar industry experience
2 years administrative professional experience in a corporate setting.
Must be fluent in both English and Mandarin.
Must have current CSC/EMP certification before starting employment.
Post-secondary education in a related field such as Finance or Accounting, or equivalent combination of education and experience.
Administration experience supporting multiple team members
Demonstrates a strong sense of urgency and consistently meets tight timelines with accuracy and attention to detail.
Excellent organizational skills with proven ability to prioritize, manage multiple tasks, and handle high-volume workloads in a fast-paced environment.
Strong verbal and written communication skills.
Excellent interpersonal skills, with the ability to work independently and collaboratively in a team environment.
Resourceful and proactive: Takes initiative, solves problems within protocols, and communicates effectively.
Proficient in Microsoft Office applications, particularly Excel, with the ability to quickly learn new systems and technology.
Experience in preparing and maintaining reports, supported by proficient analytical and reporting skills.
Experience using CRM platforms and other business applications
Demonstrates professionalism, accountability and a strong work ethic.
Demonstrated tact and discretion in handling sensitive and confidential information.
Marketing experience is an asset.

Ready to take the next step in your career? Apply now!

Gentai provides a career progression path. Our company offers training to successful and motivated candidates who aspire to become a Dealing Representative.

Please forward a cover letter and resume when applying

All inquiries will be kept confidential. Only qualified applicants will be contacted.

Key words: administration, administrative, Mortgage, Investment, Client, Customer, documentation, support, transactions, filing, Finance, Financial, Growing, Growth, Fast, CSC, EMP, Exempt market, bilingual, mandarin, customer service, marketing, accounts, administer, data entry, sales

Job Types: Full-time, Permanent

Pay: $49,000.00-$55,000.00 per year

Benefits:

Company events
Dental care
Employee assistance program
Extended health care
Life insurance
Paid time off
RRSP match
Tuition reimbursement
Vision care

Application question(s):

Are you legally authorized to work in Canada long-term without requiring employer sponsorship?
Are you fluent in both English and Mandarin? yes/no
Do you have a minimum of 2 years of local financial, accounting, or similar industry experience? Which?
Do you have a valid drivers license, own a vehicle to travel short distances for business related matters?
Do you have your EMP or CSC certification?
Do you have experience in sales administration, client documentation, and account applications?
Do you have at least 2 years of experience in an administrative role supporting a team or department?
Do you have recent experience working in a fast-paced, dynamic environment and the ability to perform effectively under pressure?
I understand that a current CSC/EMP certification is required before joining the Company.
Do you have at least 2 years of professional experience using Microsoft Office (Excel, Word, PowerPoint, Outlook) and CRM systems? Yes/No

Work Location: In person

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Affinez votre recherche

financial representative emplois - vancouver, bc

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : financial representative (vancouver, bc)

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