Enhance client relations as an Administrative Assistant within the Elite Wealth Management team. This role involves coordinating client requests and providing operational support in a agile setting. We are looking for an Administrative Assistant dedicated to our financial planning operations.

Your day-to-day tasks will include managing documentation, handling client inquiries, and organizing meetings. By maintaining accurate records, you ensure our team operates with integrity and transparency, fostering long-term client relationships. Key Responsibilities:

- Assist Financial Advisors with administrative tasks
- Prepare and review client meeting documents
- Maintain accurate client files and records
- Coordinate logistics for client appointments
- Support document processing for insurance applications Requirements:
- Post-secondary education required
- Minimum 1 year in a financial services role
- Highly detail-oriented with technology proficiency
- Strong written and verbal communication abilities
- Fluent in English and Cantonese, both written and spoken Support our clients’ financial journeys and thrive within the Elite Wealth Management team!

📌 Wealth Management Administrative Support Role (Vancouver)
🏢 City of Vancouver
📍 Vancouver