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
Robust 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