Administrative Assistant Customer Relations Role

Join the Elite Wealth Management team as an Administrative Assistant focusing on customer relations. You'll provide essential support to financial advisors while ensuring client satisfaction through effective communication and administration.
This is a full-time, in-office position where you will maintain detailed client records, respond to inquiries, and assist in the financial planning process. You will coordinate meetings, manage paperwork, and support the team's administrative needs with a strong emphasis on accuracy and compliance.
Key Responsibilities:
• Update client records accurately and promptly
• Handle client inquiries with professionalism
• Assist financial advisor and paraplanners in administrative tasks
• Provide thorough account reviews for client meetings
• Arrange and coordinate client appointments efficiently
Requirements:
• Post-secondary education relevant to the industry
• At least 1 year of experience in financial services or related...