Talent.com
Elite Wealth Mgmt
Administrative AssistantElite Wealth Mgmt • Richmond, British Columbia, Canada
Administrative Assistant

Administrative Assistant

Elite Wealth Mgmt • Richmond, British Columbia, Canada
2 hours ago
Salary
CA$52,000.00 yearly
Job type
  • Full-time
  • Permanent
Job description

As part of our Elite Wealth Management team, you will share our philosophy that is focused on our client’s success, we provide insightful and personalized financial advice that is designed to achieve the individual needs of our clients. Operating at the highest levels of integrity and transparency, we give our clients clarity and peace of mind about their financial future.

We want the best for our clients and their families, and value strong, long-term relationships that are built on understanding their unique situations.

Our experience and insight allow us to create tailored financial plans based on each of our client’s unique financial needs.

We are committed to building long-term financial wealth and to guiding our clients every step of the way.

We are looking to hire an Administrative Assistant to support our financial planning practice.

Elite Wealth Management Inc. strives to consistently supply the highest quality of service to our clients. We provide unbiased investment and insurance solutions custom-tailored to your individual needs and objectives.

Our website: https://elitewmg.com

Title: Administrative Assistant

As an Administrative Assistant, you will play an important role in supporting our Financial Advisors and Paraplanners while helping deliver professional and seamless experience to our clients. This is an excellent opportunity for someone who is organized, detail-oriented, and interested in gaining hands-on experience in the financial services industry.

Duties and Responsibilities:

  • Provide day-to-day administrative and operational support to Financial Advisors and Paraplanners.
  • Assist with preparing materials and documentation for client meetings and account reviews.
  • Maintain accurate and up-to-date client records in accordance with company policies and compliance requirements.
  • Respond to client inquiries in a timely, professional, and service-oriented manner, and coordinate follow-up as needed.
  • Assist with the preparation and processing of applications and documentation for insurance and investment products.
  • Support client service requests by preparing required forms, coordinating signatures and documentation, and following requests through to completion.
  • Coordinate client appointments and meeting logistics, including scheduling, meeting room arrangements, Zoom links, and appointment confirmations.
  • Review documents and paperwork for completeness and accuracy before submission and help ensure documentation meets applicable compliance requirements.
  • Coordinate paramedical appointments between clients and service providers in connection with life and critical illness insurance applications.
  • Communicate and follow up with clients, advisors, service providers, and internal team members to help ensure requests are completed efficiently.
  • Assist with document organization, filing, data entry, and other administrative processes that support the day-to-day operations of the team.
  • Other ad hoc duties as necessary

Qualifications:

  • Post-secondary education
  • Minimum 1 year of relevant working experience in financial services, insurance, wealth management, or a related industry
  • Extremely detail oriented
  • Proficient with technology (MS 365, Zoom, CRM software, etc.)
  • Excellent written and verbal communication skills
  • Able to work independently under pressure, prioritize tasks efficiently, and enjoy a fast-paced environment
  • A results-oriented problem-solver with a strong sense of initiative
  • Fluent in English and Cantonese, both written and spoken
  • LLQP license is an asset

Base salary: $52,000 - $70,000 per year, commensurate with experience and qualifications

Annual bonus available

Company benefits include:

  • Extended healthcare
  • RRSP matching
  • Life & critical illness insurance
  • Education subsidy program

Schedule: Monday to Friday, 9:30 am - 5:30 pm (7 hours/day)

Work Location: Richmond, BC OR Toronto, ON

Job type: Full time, Permanent

Create a job alert for this search

Administrative Assistant • Richmond, British Columbia, Canada

Similar jobs

Administrative Assistant

TRG The Residential Group Downtown RealtyVancouver, Metro Vancouver Regional District, CA
Full-time

We’re Hiring: Office / Operations Administrator.Homer St, Vancouver, BC (In-Office) Real Estate Marketing & Brokerage Support.We’re looking for a dependable, detail-oriented.Office / Operations Adm... Show more

 • Promoted

Administrative Assistant

Speedy Concrete LtdRichmond, Metro Vancouver Regional District, CA
Permanent

Located at 11615 Eburne Way, Richmond, BC V6V 2M1, we are seeking to hire 1 full‑time Administrative Assistant to perform the administrative duties.The Job is permanent, and the qualified employee ... Show more

 • Promoted

Administrative Assistant - Part-Time Focus Group Panelist (Up To $850/Week)

Apex Focus Group Inc.Vancouver, BC, Canada
CA$75.00 hourly
Full-time +1

Job Title: Administrative Assistant Work From Home - Remote Panelists.Part-Time Focus Group Participants - Remote Work From Home (Up To $850/Week).Our company is seeking individuals to participate ... Show more

 • Promoted

Legal Administrative Assistant (Pro Bono)

Health TogetherVancouver, Metro Vancouver Regional District, CA
Full-time

Legal Administrative Assistant (Pro Bono).Location: Vancouver, BC / Remote.Formerly Maternal Infant Health Canada, Health Together is a global non‑profit uniting health professionals, researchers, ... Show more

 • Promoted

Administrative Assistant

Borden Ladner Gervais LLP (BLG)Vancouver, Metro Vancouver Regional District, CA
Full-time

Borden Ladner Gervais LLP (BLG).Lawyers, Paraprofessionals, Practice Assistants and other support functions under the direct supervision of the Team Leader and working independently.This includes c... Show more

 • Promoted

Administrative Assistant

Canaccord Genuity Group Inc.Vancouver, Metro Vancouver Regional District, CA
Full-time

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets.CG ... Show more

 • Promoted

Administrative Assistant

House of CHOU BoutiqueVancouver, Metro Vancouver Regional District, CA
Full-time +1

Location: Vancouver, BC, V6J 1M8.Terms of Employment: Permanent Full-time, 35 – 40 hours per week.Start date: As soon as possible.Arrange and coordinate seminars, conferences, etc.Assist with staff... Show more

 • Promoted

Permanent Administrative Assistant Role

MANNZ CANADA IMMIGRATIONSurrey, Metro Vancouver Regional District, CA
Permanent

Embark on your career as a Permanent Administrative Assistant, handling office routines and supporting staff efficiently.This role emphasizes flexibility with working hours.Candidates with up to on... Show more

 • Promoted

Administrative Assistant (Contract)

Regent Christian AcademySurrey, Metro Vancouver Regional District, CA
Full-time +1

Administrative Assistant (Contract).Reports to: Operations Manager.Overview: Regent Christian Academy is seeking a reliable, warm, and dynamic individual to join our team as an Administrative Assis... Show more

 • Promoted

Administrative & Operations Assistant

A&K RoboticsVancouver, Metro Vancouver Regional District, CA
Full-time

Administrative & Operations Assistant.This is a hands-on administrative and operations support role for someone who enjoys keeping things organised, solving small problems before they become big on... Show more

 • Promoted

Administrative Assistant Opening in Richmond

Speedy Concrete LtdRichmond, Metro Vancouver Regional District, CA
Full-time +1

We are looking for a dedicated full-time Administrative Assistant in Richmond, BC.This position prioritizes organizational skills and effective communication to support office operations.Situated a... Show more

 • Promoted

Administrative Assistant

Altis RecruitmentNorth Vancouver, Metro Vancouver Regional District, CA
Temporary

This range is provided by Altis Recruitment.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Our retail client is seeking an Administrative Assis... Show more

 • Promoted

Administrative Assistant - Vancouver

Spirit of Math Schools Inc.Vancouver, Metro Vancouver Regional District, CA
Full-time

Posted Wednesday, June 24, 2026 at 4:00 AM.With over 30 years of success, Spirit of Math is an innovative leader in after‑school mathematics education for high‑performing students.Located at more t... Show more

 • Promoted

Administrative Assistant 1

BC HydroSurrey, Metro Vancouver Regional District, CA
Full-time

Maintaining, coordinating and integrating calendar schedules; booking and managing meetings and conference calls logistics; managing correspondence to ensure all items are prioritized and dealt wit... Show more

 • Promoted

Administrative Assistant

Raymond James Ltd.Vancouver, Metro Vancouver Regional District, CA
Full-time

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.Canada's leading independent investment dealers offering high quality investment products and services t... Show more

 • Promoted

Brush Dental Administrative Assistant Needed

DentalcorpVancouver, Metro Vancouver Regional District, CA
Full-time

Elevate patient care at Brush Dental in Vancouver as a full-time Administrative Assistant.The role encompasses vital administrative tasks that contribute to an exceptional dental experience.At Brus... Show more

 • Promoted

Sales and Administrative Assistant

BRIGHTER STAFFING AGENCYVancouver, Metro Vancouver Regional District, CA
Full-time

Position: Sales and Administrative Assistant — Permanent, Full-time.Brighter Staffing Agency is a leading recruitment and staffing agency based in Vancouver, BC.We specialize in providing top-quali... Show more

 • Promoted

Administrative Assistant

MNPVancouver, Metro Vancouver Regional District, CA
Full-time

Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams.Combine your passion with purpose and join a culture that is thriving in the face of change.Make an impac... Show more

 • Promoted

Administrative Assistant

Pythe Navis MDPVancouver, Metro Vancouver Regional District, CA
Part-time

Get AI-powered advice on this job and more exclusive features.Direct message the job poster from Pythe Navis MDP.Pythe Navis MDP is an adjusting corporation and law firm that works exclusively on b... Show more

 • Promoted

Administrative Assistant - Senior(Remote) JP853

PathlionVancouver, Metro Vancouver Regional District, CA
Remote
Full-time

Positions: Claim Payment Coordinator supporting the Childcare Claims Unit and Child Care Funding Coordinator positions are part of the Alberta Child Care Grant Funding team.Process provincial grant... Show more