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 qualified 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 (Richmond)
🏢 Elite Wealth Mgmt
📍 Richmond