Administrative Support Specialist — Wealth Management ? Aurora, ON (York Region) | Full-Time, In-Office Our client, a boutique Wealth Management firm in Aurora, is seeking a dedicated Administrative Support Specialist to serve as the administrative heartbeat of their office. This position is built specifically for a true "career administrator"—someone with deep skilled experience who loves the work and wants a long-term professional home. While financial services experience is preferred, full training will be provided for the right high-caliber administrator. If you have the administrative DNA and a strong work ethic, we want to hear from you. What You’ll Do:
• Advisor Support: Provide direct administrative backing to the Portfolio Management team.
• Client Onboarding : Liaise directly with clients and lead end-to-end onboarding workflows.
• Presentation & Reports : Compile raw internal data to format polished presentation decks, quarterly client reports, and meeting files.
• Data & Systems: Input, reconcile, and maintain financial records, transaction histories, and database entries. Who You Are:




• Seasoned Professional: Proven track record in high-level administration; you take pride in anchoring an office.
• Meticulous: You catch the fine details others miss and naturally drive workflow efficiency.
• Tech Savvy: Strong proficiency in Excel, PowerPoint, and Word, with the agility to learn proprietary CRM and document management systems.
• Growth Mindset: Coachable and open to completing industry or skills courses. Key Fit Notes: ✓ Ideal for candidates located in Aurora, Newmarket, Richmond Hill, or the broader York Region . ✓ Prior banking, wealth management, or insurance experience is a strong asset but not required. ❌ Note: This role is strictly operational/administrative and is not suitable for candidates looking to transition into an Advisor or Financial Planner track. Interested in exploring this opportunity? Send a confidential message or submit your resume directly via LinkedIn to David J. Corsini, Principal at Hunter Mercantile.

📌 Administrative Assistant (Aurora)
🏢 Hunter Mercantile
📍 Aurora