Enhance client service at Elite Wealth Management as an Administrative Assistant. Support financial advisors while gaining valuable experience in the financial services industry.

In this vital role, you'll provide operational support to our Financial Advisors and Paraplanners. Ideal candidates are detail-oriented and eager to contribute to improving client experiences through organized documentation and excellent communication skills. You'll assist in preparing materials for client meetings and ensure accurate record-keeping within compliance guidelines.

Key Responsibilities:
• Provide administrative support to financial advisors and paraplanners
• Maintain accurate client records per company policies
• Assist in preparing documentation for client meetings




• Respond to client inquiries in a skilled manner
• Coordinate client appointments and logistics

Requirements:
• Post-secondary education required
• Minimum 1 year relevant financial services experience
• Excellent communication skills in English and Cantonese
• Proficient in MS 365, Zoom, and CRM software
• Detail-oriented with strong problem-solving skills

Bring your organizational skills and financial knowledge to create exceptional client experiences at Elite Wealth Management.
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📌 Administrative Assistant at Elite Wealth Management (British Columbia)
🏢 Elite365 Healthcare Workforce Solutions
📍 British Columbia