Join the Elite Wealth Management team as an Administrative Assistant, offering critical support to Financial Advisors and Paraplanners. Contribute to delivering exceptional financial experiences tailored to client needs.
This full time position available in Vancouver or remotely in Toronto calls for an organized and detail-oriented individual with a background in financial services. You'll play a crucial role in maintaining client records and assisting in the preparation of essential documentation for meetings. Your ability to juggle multiple tasks efficiently will enhance our service deliverables.
Key Responsibilities:
• Provide daily administrative support to Financial Advisors
• Prepare materials and documentation for client meetings
• Maintain accurate client records in compliance with regulations
• Respond professionally to client inquiries
• Support client service requests and coordinate documentation
Requirements:
• Post-secondary education required
• Minimum 1 year relevant experience in financial services
• Proficient with MS 365, Zoom, CRM software
• Detail-oriented with excellent communication skills
• Fluent in English and Cantonese
Become an integral part of our commitment to excellence in client service and wealth management.
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