Administrative Assistant
- Aurora, ON, Canada
$60,000 to $70,000 CAD / year · Full-time
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Job details
- Pay
- $60,000 to $70,000 CAD / year
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Administrative Support Specialist - Wealth Management
📍 Aurora, ON (York Region) | Full-Time, In-Office
Our client, a boutique Wealth Management firm in Aurora, is seeking a dedicated Administrative Support Specialist to serve as the administrative heartbeat of their office.
This position is built specifically for a true "career administrator" - someone with deep professional experience who loves the work and wants a long-term professional home.
While financial services experience is preferred, full training will be provided for the right high-caliber administrator. If you have the administrative DNA and a strong work ethic, we want to hear from you.
What You’ll Do:
• Advisor Support: Provide direct administrative backing to the Portfolio Management team.
• Client Onboarding: Liaise directly with clients and lead end-to-end onboarding workflows.
• Presentation & Reports: Compile raw internal data to format polished presentation decks, quarterly client reports, and meeting files.
• Data & Systems: Input, reconcile, and maintain financial records, transaction histories, and database entries.
Who You Are:
• Seasoned Professional: Proven track record in high-level administration; you take pride in anchoring an office.
• Meticulous: You catch the fine details others miss and naturally drive workflow efficiency.
- Tech Savvy: Strong proficiency in Excel, PowerPoint, and Word, with the agility to learn proprietary CRM and document management systems.
• Growth Mindset: Coachable and open to completing industry or skills courses.
Key Fit Notes:
✓ Ideal for candidates located in Aurora, Newmarket, Richmond Hill, or the broader York Region.
✓ Prior banking, wealth management, or insurance experience is a strong asset but not required.
❌ Note: This role is strictly operational/administrative and is not suitable for candidates looking to transition into an Advisor or Financial Planner track.
Interested in exploring this opportunity? Send a confidential message or submit your resume directly via LinkedIn to David J. Corsini, Principal at Hunter Mercantile.
More about this job
Responsibilities
Provide administrative support to the Portfolio Management team and lead client onboarding workflows. Maintain and reconcile financial records and database entries, and prepare polished presentations, quarterly client reports, and meeting materials.
Requirements
Candidates should have a proven record in high-level administration, strong attention to detail, and proficiency in Excel, PowerPoint, and Word. Financial services experience is preferred but not required; candidates should be coachable and willing to complete industry or skills courses.
Skills
- Administrative Support
- Advisor Support
- Client Onboarding
- Client Liaison
- Presentation Preparation
- Report Preparation
- Data Entry
- Financial Records Reconciliation
- Database Maintenance
- Attention To Detail
- Workflow Efficiency
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- CRM Systems
- Document Management Systems
Visa sponsorship
Not detected in the job text
Hiring contact
David J. Corsini
Categories
- Administrative
- Finance & Accounting
Keywords
- Administrative Support
- Wealth Management
- Portfolio Management
- Client Onboarding
- Client Relations
- Financial Records
- Transaction Histories
- Data Reconciliation
- Database Management
- Presentation Decks
- Quarterly Client Reports
- Meeting Files
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- CRM
- Document Management Systems
- Banking
- Insurance
- Workflow Efficiency