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.