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
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.

📌 Administrative Assistant In Wealth Management Vancouver
🏢 Important Business
📍 Vancouver