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 setting.

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.

📌 Financial Services Administrative Assistant Role (Toronto)
🏢 Elite Wealth Mgmt
📍 Toronto