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Affinity Financial Services Inc. logo

account executive

Richmond, British Columbia
Senior Level
full_time

About the role

Overview Languages

English

Education

  • College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
  • Finance, general
  • Insurance

Experience 3 years to less than 5 years

On site

Work must be completed at the physical location. There is no option to work remotely.

Asset languages

  • Mandarin
  • Cantonese

Work setting

  • Insurance

Responsibilities Tasks

  • Conduct quality audits
  • Develop quality management and quality assurance standards
  • Conduct research to determine efficiency and effectiveness of managerial policies and programs
  • Propose improvements to methods, systems and procedures
  • Plan the re-organization of operations
  • Supervise staff
  • Provide customer service
  • Train staff
  • Oversee development of communication strategies
  • Manage knowledge
  • Offer mentoring
  • Plan and control budget and expenditures
  • Direct and advise staff in the development and implementation of service quality assessment strategies

Experience and specialization

Computer and technology knowledge

  • MS Office

Additional information

Personal suitability

  • Accurate
  • Client focus
  • Efficient interpersonal skills
  • Excellent oral communication
  • Excellent written communication
  • Flexibility
  • Judgement
  • Organized
  • Team player
  • Time management
  • Integrity

About Affinity Financial Services Inc.

Financial Services
11-50

Our Vision A Better Financial World - We ignite opportunities for businesses and investors by providing a better deal for everyone.

Our Mission We aim to be the most efficient funding platform in the region.

Our Strength We are probably the fastest in approval and cash disbursement funding company in Asia Pacific. Approval within 48hrs upon full documentation and immediate funding upon acceptance. Using a unique system developed by our in-house team, we are able to review, generate agreement and disburse funds all in less than a week.

Our Approach Many companies seeking funding say they want a different and better kind of partner. Someone to help them scale without taking control. To challenge them without driving them too hard too fast. To treat them with the honesty, respect and empathy they deserve. We take pride in being more flexible, patient and supportive than any other funding provider. We help discover sources of new growth potential then work in partnership to make a difference. We recognise that companies need more than just money. We provide practical and strategic support directly and also through access to our broader networks. We want you to focus on your business not on fundraising. We run a fast and focused process understanding your business and funding needs, we provide early feedback and make practical suggestions for alternative options.