Become a key player at Elite Wealth Management as a Financial Services Administrative Assistant. This full time role in Richmond, BC, or Toronto, ON, supports Financial Advisors and enhances client experience.
As an Administrative Assistant, you will provide vital daily operational and administrative support to our Financial Advisors and Paraplanners. This role is ideal for organized, detail-oriented candidates with a passion for the financial industry. Your contributions will be essential in preparing documentation, maintaining client records, and facilitating seamless communication for optimal client service.
Key Responsibilities:
• Provide administrative support to Financial Advisors and Paraplanners
• Prepare materials for client meetings and reviews




• Maintain accurate client records and documentation
• Respond to client inquiries professionally and timely
• Coordinate client appointments and logistics
Requirements:
• Post-secondary education with 1 year in financial services
• Extremely detail-oriented and proficient in MS 365
• Excellent written and verbal communication skills
• Ability to prioritize under pressure
• Fluency in English and Cantonese preferred
Support financial planning efforts with your administrative expertise at Elite Wealth Management in Richmond or Toronto.
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📌 Financial Services Administrative Assistant (Richmond)
🏢 Elite Wealth Mgmt
📍 Richmond