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 current 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: