Elevate your career in financial services as an Administrative Assistant with Elite Wealth Management. This role supports Financial Advisors and enhances client services with a dedicated focus on precision.

Ideal for detail-oriented candidates with at least one year of experience in wealth management, this full-time position will enhance your administrative acumen in a vibrant environment. You will ensure compliance in all documentation while facilitating smooth communication with clients and team members alike.

Key Responsibilities:
• Assist Financial Advisors and Paraplanners in operational tasks
• Prepare documentation and organize client meetings
• Keep client records updated and compliant




• Respond to and manage client inquiries efficiently
• Coordinate client appointments and document workflows

Requirements:
• Post-secondary education required
• Relevant experience in insurance or wealth management
• Solid tech skills including MS 365 and CRM software
• Excellent verbal and written communication skills
• Bilingual in English and Cantonese preferred

Support our mission of providing clarity and peace of mind to our clients through comprehensive administrative assistance.
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📌 Financial Services Administrative Assistant Role (Ontario)
🏢 Elite Wealth Mgmt
📍 Ontario