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 qualified 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

📌 Administrative Assistant (Aurora)
🏢 Hunter Mercantile
📍 Aurora