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 workplace. 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.
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 solid 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