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 skilled 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
Robust 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.