Hunter Mercantile
Aurora / Global
Aurora / Global
Location: Aurora, ON (In-Office)
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.
#J-18808-Ljbffr
ca / Global
Ajax / Global
Vaughan / Global
Vaughan / Global
Vaughan / Global
Vaughan / Global