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

Job Description

Job Description

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.