Administrative Assistant

Job summary

Serve as the main client contact by managing inquiries, preparing presentations and meeting materials, and handling professional correspondence. Support advisors with calendars, client files, account paperwork, service requests, office supplies, and expense tracking.

Job details

Administrative Assistant – Boutique Wealth Management (Aurora, ON) Location: Aurora, ON (In-Office) Compensation: Base + Bonus + Benefits + Education Support About the Role A growing boutique wealth management firm in Aurora is seeking a proactive Administrative Assistant to support their Investment Advisory team. This role is ideal for an administrative professional with a background in financial services (or professional services) who thrives in a collaborative, close-knit environment. Industry training and continuing education support are provided. Why Join? Culture: Be an integral, valued member of a tight-knit team—not just a number. Growth: Comprehensive training and sponsorship for industry education. Key Responsibilities Client Experience: Serve as the main point of contact; manage inquiries, prepare client presentations, and organize meeting materials. Advisor & Team Support: Handle calendar management, prepare client files, manage office supplies, and draft professional correspondence. Operational Execution: Assist with new account paperwork, process client service requests, and track team expenses. What You Bring Experience: 2+ years in an administrative support role (Special consideration given to those with a Financial Services background). Tech Skills: Proficiency in MS Office (Word, Excel, Outlook, PowerPoint) and CRM systems. Soft Skills: Top-tier client service, sharp organization, strong written/verbal communication, and discretion. Mindset: Highly coachable with a strong desire to learn and take ownership. To Apply Interested and qualified candidates are invited to forward their resume via LinkedIn to: David J. Corsini, Principal Hunter Mercantile Search Consultants for Wealth Management

What you’ll do

Serve as the main client contact by managing inquiries, preparing presentations and meeting materials, and handling professional correspondence. Support advisors with calendars, client files, account paperwork, service requests, office supplies, and expense tracking.

Requirements

Requires at least two years of administrative support experience, with special consideration for financial services experience, and proficiency in MS Office and CRM systems. Candidates should demonstrate strong client service, organization, communication, discretion, coachability, and a willingness to learn and take ownership.

Benefits

• Bonus
• Benefits
• Education Support
• Industry Training
• Continuing Education Support

Listed skills

• Customer service · Preferred
• written communication · Preferred
• Organization · Preferred
• Microsoft Excel · Preferred
• MS-Office · Preferred
• Microsoft Word · Preferred
• Microsoft Outlook · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client Service
• Organization
• Written Communication
• Verbal Communication
• Discretion
• Calendar Management
• Client Presentations
• Professional Correspondence
• New Account Paperwork
• Client Service Requests
• Expense Tracking
• MS Office
• Word
• Excel
• Outlook
• PowerPoint

Job areas

• Administrative
• Finance & Accounting
• Customer Service & Support