Paraplanner at Elite Wealth Management

Position: Full-Time Paraplanner at Elite Wealth Management
Support Elite Wealth Management as a Paraplanner, delivering personalized financial insights to clients in a full-time role. This position focuses on documentation, client interactions, and financial reporting.

As a key member of our Elite Wealth Management team, you will assist in enhancing clients' financial plans through diligent record-keeping, appointment confirmations, and comprehensive support. You will leverage your expertise in financial services by compiling reports and ensuring client requests are executed effectively, all while promoting long-lasting client relationships.

Key Responsibilities:

• Keep updated client records to ensure compliance

• Contact clients for appointment confirmations and document collection

• Assist principal advisor with client matters

• Provide administrative support and field client inquiries

• Compile financial reports and projections for clients

Requirements:

• Post-secondary education with 3 years relevant experience

• Detail-oriented and proficient with MS 365 and CRM software

• Strong communication skills in English and Cantonese

• Ability to work independently under pressure

• Results-oriented problem solver with initiative

Elevate financial planning by assisting clients in achieving their goals at Elite Wealth Management.
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