Administrative Assistant Elite Wealth Management

Join Elite Wealth Management as an Administrative Assistant, supporting financial advisors with personalized service and operational efficiency. Utilize your organizational skills to enhance client interactions and maintain vital records.

We are seeking a detail-oriented Administrative Assistant to bolster our financial planning practice. In this role, you'll assist with documentation, client inquiries, and meeting logistics, ensuring all operations run smoothly. A background in financial services or related industries is advantageous for this role, enabling you to Excel in a fast-paced environment.

Key Responsibilities:

• Provide operational support to financial advisors and paraplanners

• Prepare materials for client meetings and account reviews

• Maintain accurate client records per compliance requirements

• Respond promptly to client inquiries and service requests

• Coordinate client appointments and follow-up communications

Requirements:

• Post-secondary education completed

• Minimum 1 year experience in financial services or wealth management

• Detail-oriented with strong MS 365 proficiency

• Excellent written and verbal communication skills

• Fluent in English and Cantonese, both written and spoken

Maximize your impact in financial services with strategic administrative support at Elite Wealth Management.
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