Administrative Assistant – Boutique Wealth Management (Aurora, ON)

Location: Aurora, ON (In-Office)

Compensation: Base + Bonus + Advantages + 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 team-oriented, 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:

David J. Corsini, Principal

Hunter Mercantile

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