Secretary - Sales and Services

Support sales and service objectives by delivering service to the teams clients (e.g. preparing and maintaining client documentation, administering and maintaining client account files, preparing photocopies, documents, and presentations) to meet or exceed client needs.

Coordinates marketing activities on behalf of the Investment Advisor.

Executes sales and service activities which includes review of reports, follow-up on client inquiries, account maintenance.

Proactively and professionally provides assistance to team members in order to meet client needs and team members expectations.

Analyzes data and information to provide insights and recommendations.

Gathers and formats data into regular and ad-hoc reports, and dashboards.

Prepares and vets client / prospect calls lists; tracks progress as required.

Maintains and organizes client database.

Organizes work and information to ensure accuracy and completeness.

Projects a professional and consistent image by adhering to organizations brand, corporate identity, and standards.

Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.

Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.

Completes complex & diverse tasks within given rules/limits.

Analyzes issues and determines next steps; escalates as required.

Broader work or accountabilities may be assigned as needed.

Speaking of Mandarin and/or Cantonese would be considered as an asset.