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 effective 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. #J-18808-Ljbffr

📌 Elite Wealth Management Admin Assistant (Winnipeg)
🏢 Elite Wealth Mgmt
📍 Winnipeg