Administrative in Wealth Management

Advance your career as an Administrative Assistant at Elite Wealth Management, dedicated to personalized financial solutions. This full-time role invites you to work in Richmond, BC, or Toronto, ON.

As part of the Elite Wealth Management team, your role as an Administrative Assistant is crucial in supporting Financial Advisors and enhancing client engagement. We seek detail-oriented individuals eager to gain practical experience in financial services. You will play an integral role in preparing meeting documentation, managing client records, and ensuring optimal communication with clients and advisors.

Key Responsibilities:

• Provide operational support for Financial Advisors

• Prepare and organize client meeting materials

• Maintain detailed and accurate client records

• Handle client inquiries swiftly and professionally

• Manage appointments and service requests efficiently

Requirements:

• Post-secondary education with relevant experience

• Strong proficiency in MS 365 and CRM tools

• Excellent verbal and written skills

• Ability to manage tasks under pressure

• Bilingual fluency in English and Cantonese preferred

Bring your organizational skills to Elite Wealth Management to support exceptional financial planning services.