Financial and Office Service Coordinator

Job Responsibility:

Duties and responsibilities

1. Establish, maintain, process and update clients files, records, databases and other documents in the office.

2. Welcome visitors and clients to the office, answering phone calls, taking and delivering messages, arrange meetings, schedules, and appointments.

3. Provide assistance to Dealing Representatives, Financial Advisors and Portfolio Managers. Complete account opening documentation for personal and corporate accounts, and provide access to accounts online.

4. Submit transfer forms and update monthly payments as required, prepare statements, and create financial spreadsheets to present to clients.

5. Enter all receipts and company expenditures using Quickbooks. Run reports and prepare payroll and GST remittances.

6. Process quarterly statements and calculate fees. Work with National Bank and provide them the information needed.

7. Communicate with our Chinese clients and explain Park Capital Management business model. Do research on various companies and check their stock performance. Work with our private equity firm in Miami, CGI and send out quarterly reports by email to clients.

8. Perform other related duties as assigned.

Competencies

1. An undergraduate degree in Finance or Business Administration

2. A minimum of three years of work experience in an Financial investment company or an administrative environment

3. Fluent in both English and Chinese

4. Experience working in a professional capacity internationally will be an asset

5. Strong written and verbal communication skills

6. Strong organizational skills with attention to detail

7. Knowledge of writing official letter, contracts, agreements and reports

8. Ability to maintain confidentiality and handle sensitive matters

9. Advanced knowledge and experience in Microsoft office, internet/ web email and database

Job Types: Full-time, Permanent

Pay: $63,180.00-$68,250.00 per year

Benefits:

• Dental care
• Paid time off

Schedule:

• Monday to Friday

Education:

• Bachelor's Degree (preferred)

Experience:

• Front desk: 1 year (preferred)
• financial sector: 5 years (preferred)

Language:

• Mandarin (required)

Work Location: In person

Expected start date: 2025-06-01