Wealth Management - Secretary

Job Description • Coordinate the logistics of nationwide marketing trips. • Collect staff marketing activity reports to maintain the department information systems. • Answers phones extensively and professionally, screen calls, and deals with client requests/questions effectively and professionally. • Uses the office equipment proficiently when copying and faxing documents. Always follows up with every detail, making sure faxes are sent and received by professionals and clients. • Prepares and processes very complex expense reports, ensuring adherence to Firm policy. Timely follow-up with related departments and professionals regarding the processing status of the expense report and timely inform the professionals. • Makes very complex travel arrangements effectively, including hotel accommodation, air tickets, and local transportation. Demonstrates forward-thinking solid ability. • Manages schedules, extensively arranges/coordinates/updates of complex meetings, and appointments, and prepares correspondences, reports, minutes, and presentation materials for the professionals. • Collect information and help the manager to prepare the department activities. Skills and Abilities • Holding a Bachelor’s degree from the university. • Good command of Mandarin and English is required. • Good PC skills, ability to use Microsoft Office. • More than 3 years relevant experience working in a multinational company (from Private Banking or Private Wealth Management is a plus). • SFC License would be a big plus. • Mature, energetic, pleasant, and presentable.