Become an Administrative Assistant at Elite Wealth Management, where you’ll provide essential support to our Financial Advisors and enhance client interactions. This position combines detailed organization with active engagement in client affairs.
In this full-time role, either based in Vancouver or via remote work in Toronto, you will be a key player in ensuring that all administrative processes run smoothly. Your expertise will help maintain a high standard in client relations and documentation integrity.
Key Responsibilities:
• Provide operational support to Financial Advisors
• Prepare materials for client meetings and reviews
• Maintain up-to-date compliance records
• Handle client inquiries and follow-ups promptly
• Assist with insurance and investment application processes
Requirements:
• Post-secondary education preferred
• One year of experience in financial services desirable
• Proficiency in MS 365, Zoom, and CRM systems
• Detail-oriented with solid communication abilities
• Must be fluent in both English and Cantonese
Join our dedicated team and help empower clients in achieving financial success.
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📌 Administrative Support for Elite Wealth Advisors (Toronto)
🏢 Elite Wealth Mgmt
📍 Toronto