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