Administrative Assistant in Wealth Management

Elevate your career as an Administrative Assistant with Elite Wealth Management Inc., supporting Financial Advisors and clients in a detail-oriented environment. Join a dedicated team focused on personalized financial services. As a vital member of the Elite Wealth Management team, you'll assist in delivering exceptional administrative and operational support. This role requires a proactive approach to maintain client records, prepare meeting materials, and respond to inquiries with professionalism. You'll lend hands-on support to a team dedicated to tailored wealth management solutions. Key Responsibilities:

• Provide operational support to Financial Advisors and Paraplanners
• Prepare materials for client meetings and account reviews
• Maintain comprehensive and compliant client records
• Respond to and follow up on client inquiries promptly
• Assist with application preparation for financial products

Requirements:

• Post-secondary education in a relevant field
• Minimum 1 year in financial services or wealth management
• Strong attention to detail and tech proficiency
• Fluent in English and Cantonese
• Problem-solving initiative and ability to prioritize tasks

Support our valued clients with your exceptional organizational skills at Elite Wealth Management Inc. #J-18808-Ljbffr