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Administrative Assistant (Bilingual in Chinese) Star Seven Financial Services Inc.

salary Salary :

$20 - 25 hourly

Job Description - Administrative Assistant (Bilingual in Chinese) Star Seven Financial Services Inc.

GENERAL FUNCTION / SUMMARY


This position is with Star Seven Financial Services Inc., an affiliated company of TransGlobal. Star Seven Financial Services Inc. is responsible for the day-to-day operations of this role.


We are looking for an administrative assistant for a financial professional who has attention to detail in paperwork and client communications.


MAJOR DUTIES AND RESPONSIBILITIES



Financial Services Support



  • Prepare and submit account forms and service requests.

  • Track application status and follow up with custodians, carriers, TPAs, and financial institutions.

  • Maintain accurate client records

  • Monitor outstanding paperwork and follow up to ensure completion.



Client Service



  • Answer incoming calls and respond to client inquiries.

  • Schedule client appointments and maintain calendars.

  • Greet clients and visitors professionally.

  • Prepare and send client correspondence, emails, and follow-up communications.

  • Assist with client account opening paperwork.

  • Assist with clients' annual review preparation.

  • Maintain ongoing communication with clients regarding pending requirements and documentation.




Administrative Support



  • Manage calendars, meetings, and appointment scheduling.

  • Prepare reports, presentations, and meeting materials.

  • Maintain electronic and physical filing systems.

  • Process incoming and outgoing mail.

  • Order office supplies and coordinate office maintenance.

  • Assist with special projects as assigned.



BASIC QUALIFICATIONS



  • 2-3 years of administrative experience preferred;

  • Excellent organizational skills with the ability to multitask effectively in a fast-paced environment

  • Bilingual in English and Mandarin.

  • Detail oriented, organized, logical thinking and good communication.



WHAT WE OFFER




  • Benefits: Health insurance allowance and IRA match



  • Other compensation: Opportunity to earn commission


  • Pay starts at $20 -$25/hour based on experience.

Original job Administrative Assistant (Bilingual in Chinese) Star Seven Financial Services Inc. posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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