Client-Focused Administrative Assistant Position

Join our Elite Wealth Management team as a Client-Focused Administrative Assistant, providing essential support for Customer Relations. Help create clarity and peace of mind for our clients.

This full-time Admin Assistant role is centered around delivering high-quality client service within our financial planning practice. Your responsibilities will include maintaining meticulous client records, responding to inquiries, and facilitating various client-related tasks. Collaboration with our financial advisors will be a major part of your day-to-day operations.

Key Responsibilities:

• Update client records according to compliance requirements

• Timely response to client inquiries

• Support financial advisors with administrative duties

• Ensure thorough preparation for client reviews

• Manage logistics for client appointments and requests

Requirements:

• Post-secondary education is essential

• At least 1 year of experience in financial services

• Detail-oriented, with strong technology skills

• Excellent English and Cantonese communication skills

• Proven ability to work effectively under pressure

Enhance your professional skills while contributing to client success and satisfaction at Elite Wealth Management.
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