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. #J-18808-Ljbffr