Delta‑Based Financial Admin Assistant for Wealth Team

Sitly; Delta (CA); On-site; USD 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 to support our financial planning practice. You will assist Financial Advisors and Paraplanners, prepare materials for client meetings, and maintain accurate client records while ensuring compliance.

The role emphasizes organization, detail orientation, and professional client service. The position offers a Monday–Friday schedule, competitive salary, and benefits.

Qualifications

• Post-secondary education required.
• Extremely detail oriented with strong organizational skills.
• Proficient with technology (MS 365, Zoom, CRM software).

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 client records in compliance with company policies.

Skills

MS 365

Zoom

CRM software

Written and verbal communication

Independent contributor

Education

Post-secondary education

Tools

MS 365

Zoom

CRM software

Job description

Elite Wealth Management Inc. is seeking an Administrative Assistant to support our financial planning practice. You will assist Financial Advisors and Paraplanners, prepare materials for client meetings, and maintain accurate client records while ensuring compliance.

The role emphasizes organization, detail orientation, and professional client service. The position offers a Monday–Friday schedule, competitive salary, and benefits.