Build Your Career in Wealth Management – Licensed Administrative Assistant
Are you highly organized, detail-oriented, and passionate about delivering exceptional client service? Are you looking for more than just an administrative job, with the opportunity to develop your skills and build a rewarding career in the financial services industry?
Adamson Wealth Group is looking for a motivated, dependable, and proactive Licensed Administrative Assistant to join our established wealth management team.
Our ideal candidate has experience in financial services and is already licensed, or is interested in pursuing industry licensing and growing into a more advanced client service and investment support role.
Who We Are
Adamson Wealth Group is an established wealth management and financial planning practice proudly serving individuals, families, and business owners throughout the Niagara Region for over 15 years.
We take a personalized, collaborative approach to helping our clients grow, protect, and manage their wealth. Our team is committed to providing exceptional service, building long-term relationships, and helping clients navigate important financial decisions with confidence.
We are a close-knit, professional team that values accountability, initiative, collaboration, and a positive attitude.
What You'll Be Doing
As an important member of our team, you will help deliver an exceptional client experience while supporting the daily operations of our wealth management practice.
Client Service & Relationship Management
- Respond to client inquiries professionally, promptly, and accurately.
- Build and maintain positive relationships with clients and professional partners.
- Coordinate client appointments, follow-ups, and outstanding requests.
- Ensure clients receive a consistent, high level of personalized service.
Investment & Administrative Support
- Assist advisors with client meeting preparation, portfolio reviews, and reporting.
- Prepare, process, and follow up on account documentation, transfers, and client requests.
- Maintain accurate client records, CRM information, and electronic files.
- Support investment transactions and trade processing where permitted by licensing and regulatory requirements.
- Monitor outstanding administrative tasks and proactively follow through to completion.
- Assist with compliance-related documentation and internal procedures.
Office Operations & Team Support
- Help manage daily office activities and ensure efficient workflows.
- Prepare correspondence, reports, and other client-facing materials.
- Identify opportunities to improve processes, organization, and efficiency.
- Assist with marketing initiatives, client communications, and appreciation events as needed.
- Work collaboratively with advisors and administrative team members to ensure deadlines and client expectations are met.
What We're Looking For
Our ideal candidate is someone who takes initiative, enjoys helping people, and takes pride in getting the details right.
- Financial Services Experience: Ideally 2–3 years of experience in wealth management, financial services, banking, insurance, or a related professional environment.
- Industry Licensing: Current investment industry registration or relevant completed licensing courses are strongly preferred. Candidates willing to pursue licensing will also be considered.
- Exceptional Organization: Strong time-management skills and the ability to prioritize competing responsibilities.
- Attention to Detail: A high degree of accuracy, particularly when handling financial information and client documentation.
- Client-Focused Personality: Friendly, professional, approachable, and committed to providing excellent service.
- Proactive Mindset: Someone who anticipates needs, solves problems, and takes ownership of tasks without requiring constant direction.
- Strong Communication: Excellent written and verbal communication skills, including professional email etiquette.
- Technology Skills: Proficiency in Microsoft Office, particularly Outlook, Word, and Excel, with the ability to learn new systems quickly.
- Team Player: A positive, dependable individual who works well in a collaborative environment.
Additional Assets
- Experience with Croesus, Salesforce, or other financial services and CRM platforms.
- Previous experience supporting financial advisors or investment professionals.
- Completion of the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), or other relevant industry education.
- Post-secondary education in business, finance, administration, or a related field.
What We Offer
- Competitive compensation based on experience and licensing.
- Annual bonus opportunities.
- Monday-to-Friday schedule with no weekends.
- Supportive, professional, and collaborative team environment.
- Free on-site parking.
- Opportunities for professional development and career advancement.
- Support for industry education and licensing, including eligible tuition reimbursement upon successful completion.
- Opportunity to take on greater responsibilities and increase compensation as skills and qualifications develop.
Your Opportunity to Grow
This is more than an administrative position - it's an opportunity to build a career in wealth management.
We are particularly interested in candidates who are already licensed or who have a genuine interest in obtaining the qualifications necessary to become a licensed assistant.
For the right individual, this position offers the opportunity to develop industry knowledge, expand responsibilities, and progress into a more advanced role supporting investment advisors and client relationships.
How to Apply
If you are a motivated, organized professional who enjoys working with people and is looking for a long-term opportunity with an established wealth management team, we'd love to hear from you.
Please submit your resume and a brief introduction outlining your relevant experience and interest in the position to jessica@adamsonwealthgroup.com
We thank all applicants for their interest; however, only those selected for an interview will be contacted.
