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 • Strong 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. #J-18808-Ljbffr