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 professional 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.