Advance your career as an Administrative Assistant at Elite Wealth Management, dedicated to personalized financial solutions. This full time role invites you to work in Richmond, BC, or Toronto, ON.As part of the Elite Wealth Management team, your role as an Administrative Assistant is crucial in supporting Financial Advisors and enhancing client engagement. We seek detail-oriented individuals eager to gain practical experience in financial services. You will play an integral role in preparing meeting documentation, managing client records, and ensuring optimal communication with clients and advisors.Key Responsibilities:Provide operational support for Financial AdvisorsPrepare and organize client meeting materialsMaintain detailed and accurate client recordsHandle client inquiries swiftly and professionallyManage appointments and service requests efficientlyRequirements:Post-secondary education with relevant experienceStrong proficiency in MS 365 and CRM toolsExcellent verbal and written skillsAbility to manage tasks under pressureBilingual fluency in English and Cantonese preferredBring your organizational skills to Elite Wealth Management to support exceptional financial planning services.

📌 Administrative Role In Wealth Management (Richmond)
🏢 Elite Wealth Mgmt
📍 Richmond