Administrative Assistant

As part of our Elite Wealth Management team, you will share our philosophy that is focused 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  Administrative 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:

Administrative Assistant  As an Administrative Assistant, you will play an important role in supporting our Financial Advisors and Paraplanners while helping deliver professional and seamless experience to our clients. This is an excellent opportunity for someone who is organized, detail-oriented, and interested in gaining hands-on experience in the financial services industry.

Duties and Responsibilities:

Provide day-to-day administrative and operational support to Financial Advisors and Paraplanners.
Assist with preparing materials and documentation for client meetings and account reviews.
Maintain accurate and up-to-date client records in accordance with company policies and compliance requirements.
Respond to client inquiries in a timely, professional, and service-oriented manner, and coordinate follow-up as needed.
Assist with the preparation and processing of applications and documentation for insurance and investment products.
Support client service requests by preparing required forms, coordinating signatures and documentation, and following requests through to completion.
Coordinate client appointments and meeting logistics, including scheduling, meeting room arrangements, Zoom links, and appointment confirmations.
Review documents and paperwork for completeness and accuracy before submission and help ensure documentation meets applicable compliance requirements.
Coordinate paramedical appointments between clients and service providers in connection with life and critical illness insurance applications.
Communicate and follow up with clients, advisors, service providers, and internal team members to help ensure requests are completed efficiently.
Assist with document organization, filing, data entry, and other administrative processes that support the day-to-day operations of the team.
Other ad hoc duties as necessary

Qualifications:

Post-secondary education
Minimum 1 year of relevant working experience in financial services, insurance, wealth management, or a related industry
Extremely detail oriented
Proficient with technology (MS 365, Zoom, CRM software, etc.)
Excellent written and verbal communication skills
Able to work independently under pressure, prioritize tasks efficiently, and enjoy a fast-paced environment
A results-oriented problem-solver with a strong sense of initiative
Fluent in English and Cantonese, both written and spoken
LLQP license is an asset
Base salary: $52,000 - $70,000 per year, commensurate with experience and qualifications
Annual bonus available
Company benefits include:
Extended healthcare
RRSP matching
Life & critical illness insurance
Education subsidy program

Schedule:

Monday to Friday, 9:30 am - 5:30 pm (7 hours/day)

Work Location:

Richmond, BC OR Toronto, ON
Job type:
Full time, Permanent

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