Advance your career as an Administrative Assistant at Elite Wealth Management, dedicated to personalized financial solutions. This full time role invites you to work in Richmond, BC, or Toronto, ON. As part of the Elite Wealth Management team, your role as an Administrative Assistant is crucial in supporting Financial Advisors and enhancing client engagement.

We seek detail-oriented individuals eager to gain practical experience in financial services. You will play an integral role in preparing meeting documentation, managing client records, and ensuring optimal communication with clients and advisors. Key Responsibilities:
Provide operational support for Financial Advisors
Prepare and organize client meeting materials




Maintain detailed and accurate client records
Handle client inquiries swiftly and professionally
Manage appointments and service requests efficiently

Requirements:
Post-secondary education with relevant experience
Robust proficiency in MS 365 and CRM tools
Excellent verbal and written skills
Ability to manage tasks under pressure
Bilingual fluency in English and Cantonese preferred

Bring your organizational skills to Elite Wealth Management to support exceptional financial planning services.

📌 Administrative Role In Wealth Management Richmond
🏢 Elite Wealth Mgmt
📍 Richmond