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 energetic 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 (Winnipeg)
🏢 City of Vancouver
📍 Winnipeg