Closed listing
Administrative Assistant
- Aurora, ON, Canada
$55,000 to $65,000 CAD / year · Full-time
This opening has closed.
The original listing is kept below for reference.
Job details
- Pay
- $55,000 to $65,000 CAD / year
- Job type
- Full-time
- Closing date
- Experience
- Experience: 2+ years in an administrative support role (Special consideration given to those with a Financial Services background).
- Posting language
- English
- Posted
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Search current openingsOriginal job description
Archived listing. The details below describe a past opening.
Administrative Assistant – Boutique Wealth Management (Aurora, ON)
Location: Aurora, ON (In-Office)
Compensation: Base + Bonus + Benefits + Education Support
About the Role
A growing boutique wealth management firm in Aurora is seeking a proactive Administrative Assistant to support their Investment Advisory team.
This role is ideal for an administrative professional with a background in financial services (or professional services) who thrives in a collaborative, close-knit environment. Industry training and continuing education support are provided.
Why Join?
- Culture: Be an integral, valued member of a tight-knit team - not just a number.
- Growth: Comprehensive training and sponsorship for industry education.
Key Responsibilities
- Client Experience: Serve as the main point of contact; manage inquiries, prepare client presentations, and organize meeting materials.
- Advisor & Team Support: Handle calendar management, prepare client files, manage office supplies, and draft professional correspondence.
- Operational Execution: Assist with new account paperwork, process client service requests, and track team expenses.
What You Bring
- Experience: 2+ years in an administrative support role (Special consideration given to those with a Financial Services background).
- Tech Skills: Proficiency in MS Office (Word, Excel, Outlook, PowerPoint) and CRM systems.
- Soft Skills: Top-tier client service, sharp organization, strong written/verbal communication, and discretion.
- Mindset: Highly coachable with a strong desire to learn and take ownership.
To Apply
Interested and qualified candidates are invited to forward their resume via LinkedIn to:
David J. Corsini, Principal
Hunter Mercantile
Search Consultants for Wealth Management
More about this job
Responsibilities
Serve as the main client contact by managing inquiries, preparing presentations and meeting materials, and handling professional correspondence. Support advisors with calendars, client files, account paperwork, service requests, office supplies, and expense tracking.
Requirements
Requires at least two years of administrative support experience, with special consideration for financial services experience, and proficiency in MS Office and CRM systems. Candidates should demonstrate strong client service, organization, communication, discretion, coachability, and a willingness to learn and take ownership.
Skills
- Client Service
- Organization
- Written Communication
- Verbal Communication
- Discretion
- Calendar Management
- Client Presentations
- Professional Correspondence
- New Account Paperwork
- Client Service Requests
- Expense Tracking
- MS Office
- Word
- Excel
- Outlook
- PowerPoint
Benefits
- Bonus
- Benefits
- Education Support
- Industry Training
- Continuing Education Support
Visa sponsorship
Not detected in the job text
Hiring contact
David J. Corsini
Categories
- Administrative
- Finance & Accounting
- Customer Service & Support
Keywords
- Administrative Support
- Financial Services
- Wealth Management
- Investment Advisory
- Client Service
- Client Inquiries
- Client Presentations
- Meeting Materials
- Calendar Management
- Client Files
- Professional Correspondence
- New Account Paperwork
- Client Service Requests
- Expense Tracking
- Office Supplies
- MS Office
- Word
- Excel
- Outlook
- PowerPoint
- CRM Systems
- Industry Training
- Continuing Education