Join Elite Wealth Management as an Admin Assistant and support seasoned Financial Advisors. This full time position offers invaluable experience in Richmond, BC, or Toronto, ON.

In the role of Administrative Assistant, you will assist our Financial Advisors and Paraplanners by ensuring a professional client experience through effective operations support. Candidates who are organized and detail-focused will find this role especially rewarding, as your efforts will directly contribute to constructing personalized financial plans and facilitating efficient communication between clients and advisors.

Key Responsibilities:
• Deliver day-to-day administrative support to Financial Advisors
• Assist in the preparation of client documentation




• Update and maintain client records diligently
• Facilitate client inquiries with professionalism
• Organize appointments and meeting arrangements

Requirements:
• Post-secondary education with at least 1 year of experience
• Proficient in MS 365 and other technologies
• Exceptional communication skills
• Independent and capable of prioritizing tasks
• Fluency in English and Cantonese is an asset

Enhance your career prospect in financial services by leveraging your skills at Elite Wealth Management.
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📌 Elite Wealth Management Admin Assistant (British Columbia)
🏢 Elite Wealth Mgmt
📍 British Columbia