Administrative Assistant – Boutique Wealth Management (Aurora, ON)

Location: Aurora, ON (In-Office)

Compensation: Base + Bonus + Benefits + Education Support

About the Role

Are you a seasoned administrative professional who takes pride in running a tight ship?

Our client a boutique Wealth Management firm in Aurora is seeking a dedicated Administrative Support Specialist to serve as the administrative and operational heartbeat of their office.

This is a role for a true "career administrator"—someone with significant professional experience who loves administration and is looking for a long-term skilled home.

Although preference will be given to candidates who have financial services experience, our client is committed to providing full training for the right administrative professional who does not. If you have the administrative DNA and a strong work ethic, we want to hear from you.

What You’ll Do

- Advisor Support: Providing administrative support to the Portfolio Management team.
- Client Onboarding & KYC Compliance: Liaise with clients and spearhead end-to-end client onboarding and Know Your Client (KYC) workflows; verify identity documentation and set up new accounts in adherence to regulatory standards.
- Data Entry & System Updates: Input, update, and reconcile financial data, transaction histories, and internal records within database and tracking systems with 100% accuracy.
- Presentation & Report Assembly: Gather raw internal data to format, compile,



and prepare polished presentation decks, quarterly reports, and prepare advisor files for meetings.

Who You Are

- Seasoned Professional: You have an extensive professional track record (5+ years preferred) and take pride in being the "anchor" of the office.
- Meticulous: You catch the small errors others miss and constantly look for ways to improve efficiency.
- Technical Proficiency: Strong skills in Microsoft Excel, PowerPoint, Word, and are comfortable learning specialized internal databases and document management systems.
- Discretion: Absolute commitment to maintaining the confidentiality of sensitive internal data.
- Coachable: Are willing to learn and take industry courses if necessary.
- Special Consideration: Will be given to candidates who have experience in financial services i.e. wealth management, life insurance, or banking.
- This role is NOT suitable for anyone seeking to become an Advisor or Financial Planner

Requirements

- 5+ years of experience in administrative support. (special consideration will be given to candidates with financial services experience.)
- Strong proficiency in MS Office (Outlook, Word, Excel).
- Seeking a stable, long-term position.
- Lives in the Aurora/York region.

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