Assistant Store Manager

Deckers Brands; Richmond; On-site; CAD 52,000 - 70,000; Full time

Benefits offered by this job

Extended healthcare

RRSP matching

Life & critical illness insurance

Education subsidy program

Job summary

Elite Wealth Management Inc. is seeking an Administrative Assistant in Surrey, BC to support Financial Advisors and Paraplanners, delivering a professional and seamless client experience.

Ideal candidate is organized, detail-oriented, with 1+ year in financial services; proficient with MS 365, Zoom, and CRM; fluent in English and Cantonese.

Base salary CAD 52,000–70,000 with benefits including extended health, RRSP matching, life and critical illness insurance, and an education subsidy.

Qualifications

• Post-secondary education.
• 1 year+ experience in financial services.
• Extremely detail oriented.
• Proficient with technology (MS 365, Zoom, CRM).
• Excellent written and verbal communication.
• Ability to work independently under pressure in a fast-paced environment.
• Fluent English and Cantonese.
• LLQP license is an asset.

Responsibilities

• Provide day-to-day administrative support to Financial Advisors and paraplanners.
• Prepare materials and documents for client meetings and account reviews.
• Maintain accurate client records per policies and compliance requirements.
• Respond to client inquiries professionally and coordinate follow‑up.
• Assist with applications and documentation for insurance and investment products.
• Support client service requests with forms, signatures and documentation, and follow-up.
• Coordinate client appointments and meeting logistics, including Zoom links.
• Review documents for completeness and compliance before submission.
• Coordinate paramedical appointments for life and critical illness insurance.
• Communicate with clients, advisors, service providers, and team to complete requests.
• Assist with filing, data entry, and other admin tasks.
• Other ad hoc duties as necessary

Skills

Fluent English

Cantonese

Education

Post-secondary education

LLQP license (asset)

Tools

MS 365

Zoom

CRM software

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.

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

Location: Surrey, BC

Contract: Full-time

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

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)