Account Management Associate (Bilingual - Mandarin & …, Richmond

Why join us? Gentai Capital Corporation (“Gentai”) has a 14-year track record delivering consistent above-average returns to our investors, specializing in residential and commercial mortgages across Canada. We have established ourselves as a strong, conservative alternative investment firm, well-positioned to expand into new markets. As both an asset manager and a leading non-bank mortgage lender, we are committed to delivering high-quality alternative investments to investors while providing mortgage solutions to homeowners, developers, and real estate investors. Our continued growth is the result of a mindful approach and the exceptional talent of our team. We work in a fluid and fast-paced environment that is in a complete growth mode – we are looking for motivated, self-starters to contribute to our vision to be a Top Alternative Investments Manager in Canada. This position is under Gentai Asset Management Corp., in Richmond, BC, reporting to the Managing Director. Gentai Asset Management Corp. is an exempt market dealer (“EMD”) registered with the Alberta Securities Commission, the British Columbia Securities Commission, and the Ontario Securities Commission, providing investment opportunities in private and public issuers to qualified investors. Career Opportunity: Grow your career in a role that makes an impact! Join us as an Account Management Associate (AMA). In this on-site role, you will be responsible for preparing client account documentation, processing transactions, and supporting investment sales by ensuring accuracy and efficiency through effective workflow management. You will be a key contributor to delivering exceptional client service by demonstrating strong communication, accountability, and collaboration Ideal for aspiring Dealing Representatives: The AMA role is a step towards becoming a Dealing Representative. You will gain hands-on experience in operations, work closely with Dealing Representatives, and learn strategies for success. Responsibilities: - Administrative and clerical support for the Dealing Representatives. - Under the direction of the Dealing Representatives, handle all aspects of client account administration, including preparation and follow-up, with efficiency and accuracy. - Documentation and administration: Prepare and process client documentation, including account applications, asset transfers, registered plan transactions, banking, and client reporting. - Record purchases and sales. - Ensure that all trades and documentation comply with regulatory and internal compliance standards. - Handle all types of client accounts, including Registered & Non-Registered accounts. - Prepare Private Placements for all subscribers and meet the deadline. - Provide customer service duties for multiple relationship managers and their clients. - Process administrative requests, including handling correspondence. - Enter data, update, and maintain records in the company CRM System. - Support client marketing events (on and offsite) through set-up assistance and preparation of materials, as needed. - Contribute to the production of the company’s quarterly Investor Letter, with training and editorial guidance provided. - Reception coverage on a rotational and or as-needed basis. - Other assigned duties Ready to take the next step in your career? Apply now! Gentai provides a career progression path. Our company offers training to successful and motivated candidates who aspire to become a Dealing Representative. Please forward a cover letter and resume when applying All inquiries will be kept confidential. Only qualified applicants will be contacted. Key words: administration, administrative, Mortgage, Investment, Client, Customer, documentation, support, transactions, filing, Finance, Financial, Growing, Growth, Fast, CSC, EMP, Exempt market, bilingual, mandarin, customer service, marketing, accounts, administer, data entry, sales Job Types: Full-time, Permanent Pay: $49,000.00-$55,000.00 per year Benefits: - Company events - Dental care - Employee assistance program - Extended health care - Life insurance - Paid time off - RRSP match - Tuition reimbursement - Vision care Application question(s): - Are you legally authorized to work in Canada long-term without requiring employer sponsorship? - Are you fluent in both English and Mandarin? yes/no - Do you have a minimum of 2 years of local financial, accounting, or similar industry experience? Which? - Do you have a valid drivers license, own a vehicle to travel short distances for business related matters? - Do you have your EMP or CSC certification? - Do you have experience in sales administration, client documentation, and account applications? - Do you have at least 2 years of experience in an administrative role supporting a team or department? - Do you have recent experience working in a fast-paced, dynamic environment and the ability to perform effectively under pressure? - I understand that a current CSC/EMP certification is required before joining the Company. - Do you have at least 2 years of skilled experience using Microsoft Office (Excel, Word, PowerPoint, Outlook) and CRM systems? Yes/No Work Location: In person Apply on Kit Job: kitjob.ca/job/2ptab1