About Us
At Elite Wealth Management Inc., we are dedicated to providing personalized financial advice and tailored investment and insurance solutions to help our clients achieve their long-term financial goals. Our team values integrity, transparency, and strong long-term relationships with our clients and their families.
Learn more: https://elitewmg.com
Key Responsibilities
- Schedule client appointments and assist with meeting preparation and follow-ups
- Open new accounts and manage documentation
- Ensure paperwork is accurate and compliant with regulatory requirements
- Assist with client administrative requests, cash and trade processing
- Communicate closely with dealers and financial institutions for follow-ups
- Maintain and update client records in the CRM system
- Data entry and tracking of client assets and basic company bookkeeping support
Qualifications
- Strong attention to detail and organizational skills
- Ability to work independently and manage multiple tasks
- Excellent client service and communication skills
- Proficient in computers and MS Office (especially Excel)
- Language: English and Cantonese (required)
If you are interested in joining a professional and client-focused team, we would love to hear from you.
Job Type: Full-time
Benefits:
Work Location: In person
Pay: $48,000.00-$58,000.00 per year
Benefits:
- Dental care
- Extended health care
- On-site parking
Language:
Work Location: In person
