Elite Wealth Management Paraplanner

Position: Elite Wealth Management Paraplanner Role
Join Elite Wealth Management as a Paraplanner, focusing on personalized financial support and clear communication in a full-time permanent position. This office-based role prioritizes client engagement and administrative excellence.

You'll assist in crafting tailored financial plans by ensuring all client records are compliant and current while providing operational support to the principal advisor.

Your role is pivotal in client interactions, report compilations, and overseeing client requests, fostering strong relationships built through understanding and trust.

Key Responsibilities:

• Update and maintain client records for compliance

• Confirm client appointments and oversee document submission

• Aid the principal financial advisor with client matters

• Provide administrative support and address client inquiries

• Compile detailed financial reports and projections

Requirements:

• Post-secondary education with 3+ years in financial services

• Highly detail-oriented and tech-savvy

• Exceptional communication in English and Cantonese

• Capable of independent work under tight deadlines

• Results-driven with strong initiative

Commit to empowering clients' financial journeys as a Paraplanner at Elite Wealth Management.
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