Support wealth advisors at DUCA’s Corporate Office in GTA West through portfolio monitoring, client scheduling, and Member service. This full time position includes occasional branch travel.
The Wealth Advisor Administrative Assistant supports DUCA’s Wealth Management program and Aviso partners. You will prepare documents, coordinate reviews, process trades, and maintain organized Member files. Success requires financial-services experience, communication, organization, and Microsoft Office proficiency.
Key Responsibilities: Communicate with Members and schedule meetings
Maintain organized Member files and administrative records
Monitor portfolios and assist with trade execution
Prepare information for Member review meetings




Coordinate events, phone campaigns, and print marketing
Requirements: One to three years in banking, investment, or wealth management
Administrative experience serving wealth management or high-touch clients
Excellent verbal and written communication skills
Strong planning, prioritization, and organizational abilities
Microsoft Office Suite proficiency
Bring wealth management administration, Member service, portfolio support, and organized follow-up to DUCA’s GTA West team.

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📌 Wealth Management Administrative Assistant (Ontario)
🏢 Duca
📍 Ontario