Elevate your career as an Administrative Assistant with Elite Wealth Management Inc., supporting Financial Advisors and clients in a detail-oriented workplace. Join a dedicated team focused on personalized financial services.

As a vital member of the Elite Wealth Management team, you'll assist in delivering exceptional administrative and operational support. This role requires a proactive approach to maintain client records, prepare meeting materials, and respond to inquiries with professionalism.

You'll lend hands-on support to a team dedicated to tailored wealth management solutions.

Key Responsibilities:

- Provide operational support to Financial Advisors and Paraplanners
- Prepare materials for client meetings and account reviews




- Maintain comprehensive and compliant client records
- Respond to and follow up on client inquiries promptly
- Assist with application preparation for financial products

Requirements:

- Post-secondary education in a relevant field
- Minimum 1 year in financial services or wealth management
- Strong attention to detail and tech proficiency
- Fluent in English and Cantonese
- Problem-solving initiative and ability to prioritize tasks

Support our valued clients with your exceptional organizational skills at Elite Wealth Management Inc.

📌 Administrative Assistant in Wealth Management (Vancouver)
🏢 Important Business
📍 Vancouver