Executive Personal Assistant

Job Description

Job Description

As part of our Elite Wealth Management team, you will share our philosophy that is focussed on our client’s success, we provide insightful and personalized financial advice that is designed to achieve the individual needs of our clients. Operating at the highest levels of integrity and transparency, we give our clients clarity and peace of mind about their financial future.

We want the best for our clients and their families, and value strong, long-term relationships that are built on understanding their unique situations.

Our experience and insight allow us to create tailored financial plans based on each of our client’s unique financial needs.

We are committed to building long-term financial wealth and to guiding our clients every step of the way.

We are looking to hire an Executive Personal Assistant to support our financial planning practice.

Elite Wealth Management Inc. strives to consistently supply the highest quality of service to our clients. We provide unbiased investment and insurance solutions custom-tailored to your individual needs and objectives.

Our website :

Title : Executive Personal Assistant

Duties and Responsibilities :

• Provide a full spectrum of secretarial, administrative support, and personal assistance to Director, including preparing agendas and taking meeting minutes, handling legal and other entities’ correspondence, proper documents filing, business licenses & insurance renewal, and property-related issues.
• Serve as a key contact point between Director and internal / external parties.
• Manage and maintain director’s schedules and calendar, including meetings, appointments, and travel itineraries, to maximize the benefits to the Director and all relevant parties.
• Ensure timely delivery and order lunch for Director as required.
• Handle local daily bookings for Director, such as restaurant reservations, beauty appointments, doctor appointments for family members, staycations, and other activities.
• Coordinate travel logistics for Director including booking flights, hotels, transportation, restaurants and other activities.
• Organize and coordinate internal events, such as staff appreciation events, retreats, Christmas parties, etc.
• Manage timelines and provide weekly report for the progress of all tasks assigned to different departments or individual staff to ensure everything runs smoothly.
• Carry out other ad-hoc duties as required.

Qualifications :

Job Types : Full-time, Permanent

Salary : $63,000-$73,000 per year subject to working experiences

Benefits subject to years of service :

Schedule : 8 hours / day (40 hours / week)