Primary responsibilities/essential functions:
- Liaise with relationship managers and client relations associates to schedule meetings for new business pitches, consultant meetings and client review meetings and maintain electronic calendars
- Pro-actively handle incoming queries; helping where appropriate; passing onto the relevant associate/department in a timely and accurate fashion
- Coordinate travel arrangements and expense reports
- Manage faxes, reports, incoming mail and maintain up-to-date file records
- Assist with preparation of reports, including preparation of charts and tables, gathering data from other applications and conducting basic research
- Collate and prepare materials for client/ consultant meetings from the Intranet and the Marketing Database
- Assist relationship managers in maintaining the CRM data base and keeping activity and contact notes timely and up to date
- Work with relationship managers on follow up from client and prospect meetings - often working closely with client relations associates in this process Assist in preparation for Requests for Proposals, Questionnaires and tenders
- Assist in special department projects
Prerequisites:
- Good academic qualifications with at least 5 years of secretarial/ administrative support experience in financial services industry
- Proactive, organized, detailed-oriented and self-motivated individual with the ability to multi-task
- Flexible team player that can work in a fast-paced environment with enthusiasm and willingness to take on additional responsibilities
- Excellent verbal and written communication skills
- Exceptional interpersonal skills as well as strong service orientation
- Strong technical skills with an advanced knowledge of spreadsheets
- Computer proficiency using MS office (Word, Excel, PowerPoint, Outlook) and web-based databases
- Produce month end materials to clients, ability to read and type Chinese (Both Traditional and Simplified Chinese are preferable)
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.You can learn more about our compensation and benefits here.* Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.