Operations Administrator

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 Operations Administrator 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

Duties and Responsibilities:

1) Administration 

• Arrange courier & postal services 
• Answer telephone call, direct calls to relevant parties and greet clients and visitors 
• Handle office petty cash 
• Replenish office supplies 
• Ensure office equipment and facilities are in a good condition 
• Organize and maintain general presentation and cleanliness of office common areas 

2) Operations 

• Process new applications submitted by advisors and update the status in system 
• Handle insurance carrier emails and forward to relevant advisors 
• Update carriers contact list as needed 
• Handle advisor room/desk rental fee 
• Order business card for advisors 
• Replenish carriers forms and marketing material regularly 
• Coordinate weekly insurance carriers training for advisors 
• Carry out other ad-hoc duties as required 

Qualifications:

• Degree in Business Administration or equivalent 
• At least 2 years of experience in the business working environment 
• Excellent verbal and written communication skills 
• Fluency in English and Cantonese required 
• Proficiency in Microsoft Office application, including Words, Excel, PowerPoint and Teams 
• Attentive to detail and well organized 
• Ability to work independently and efficiently in a fast-paced environment 
• Capable to handle and prioritize multiple projects simultaneously 
• Knowledge of financial industry preferred but not required 

Job Types: Full-time, Permanent

Attractive Compensation and Benefits package depends on experiences

Schedule: 8-hour shift