Location:

Aurora, ON (In-Office)

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 qualified 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.

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