Elevate your career as an Administrative Assistant with Elite Wealth Management Inc., supporting Financial Advisors and clients in a detail-oriented environment. 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
• Solid 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.
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📌 Administrative Assistant in Wealth Management (Vancouver)
🏢 Confidential
📍 Vancouver