Administrative Assistant (Bilingual in Chinese) Star Seven Financial Services Inc.
$20 - $25 per hourTransGlobal
Administrative Assistant (Bilingual in Chinese)
Star Seven Financial Services Inc., an affiliated company of TransGlobal, 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 include:
- 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.
$20k - $100k
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