Join the Elite Wealth Management team as an Administrative Assistant, providing operational support and client services in a collaborative environment. Ideal for detail-oriented individuals who thrive in a customer-focused role.

We're seeking a skilled Administrative Assistant to enhance our financial planning practice. You will support Financial Advisors and Paraplanners by preparing documentation, maintaining client records, and responding to inquiries with professionalism. Your role is vital for ensuring the clarity and peace of mind our clients seek regarding their financial futures.

Key Responsibilities:
• Provide administrative support to Financial Advisors
• Prepare materials for client meetings and reviews
• Maintain accurate client records and documentation




• Coordinate client appointments and meeting logistics
• Assist in preparing applications for investment products

Requirements:
• Post-secondary education required
• At least 1 year in financial services or related field
• Proficient with MS 365, Zoom, and CRM software
• Detail-oriented with solid communication skills
• Fluent in English and Cantonese, both written and spoken

Bring your initiative and problem-solving skills to support our clients at Elite Wealth Management.
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📌 Administrative Assistant for Wealth Management (British Columbia)
🏢 City of Vancouver
📍 British Columbia