Become an Administrative Assistant at Elite Wealth Management, where you'll provide essential support to our Financial Advisors and enhance client interactions. This position combines detailed organization with active engagement in client affairs.In this full time role, either based in Vancouver or via remote work in Toronto, you will be a key player in ensuring that all administrative processes run smoothly. Your expertise will help maintain a high standard in client relations and documentation integrity.Key Responsibilities:Provide operational support to Financial AdvisorsPrepare materials for client meetings and reviewsMaintain up-to-date compliance recordsHandle client inquiries and follow-ups promptlyAssist with insurance and investment application processesRequirements:Post-secondary education preferredOne year of experience in financial services desirableProficiency in MS 365, Zoom, and CRM systemsDetail-oriented with strong communication abilitiesMust be fluent in both English and CantoneseJoin our dedicated team and help empower clients in achieving financial success.

📌 Administrative Support For Elite Wealth Advisors (Toronto)
🏢 Elite Wealth Mgmt
📍 Toronto