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 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 qualified 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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