Support wealth management operations in Aurora with advanced administration, Excel, PowerPoint, and Word skills in a full time, in-office setting.
This Administrative Support Specialist provides direct backing to the Portfolio Management team. The position suits a seasoned career administrator who values meticulous work and long-term professional continuity. Financial services experience is preferred, while full training is available for the right administrator.
Key Responsibilities:
- Provide administrative support to the Portfolio Management team
- Liaise directly with clients during onboarding
- Lead end-to-end client onboarding workflows
- Format presentation decks, quarterly reports, and meeting files
- Maintain financial records, transactions, and database entries
Requirements:
- Proven experience in high-level administration
- Meticulous attention to details and workflow efficiency
- Strong Excel, PowerPoint, and Word proficiency
- Ability to learn proprietary CRM and document systems
- Openness to industry or skills courses
Apply your administrative expertise, presentation skills, and financial records experience supporting Portfolio Management in Aurora.