Administrative Assistant

Hunter Mercantile; Aurora; On-site; CAD 42,000 - 56,000; Full time

Job summary

Hunter Mercantile in Aurora, Ontario, is seeking an Administrative Support Specialist to act as the administrative heartbeat of the wealth management office. This role provides direct support to the Portfolio Management team, leads end-to-end client onboarding, formats polished presentation decks and quarterly client reports, and inputs, reconciles, and maintains financial records and databases.

Ideal candidates are seasoned administrators who are meticulous, tech-savvy, and eager to grow with a

Qualifications

• Seasoned administrator with high-level office experience.
• Strong attention to detail and workflow efficiency.
• Willingness to pursue industry or skills courses.

Responsibilities

• Advisor Support: Provide direct administrative backing to the Portfolio Management team.
• Client Onboarding: Liaise directly with clients and lead end-to-end onboarding workflows.
• Presentation & Reports: Compile raw internal data to format polished presentation decks, quarterly client reports, and meeting files.
• Data & Systems: Input, reconcile, and maintain financial records, transaction histories, and database entries.

Skills

Seasoned professional

Meticulous

Tech savvy

Growth mindset

Tools

Excel

PowerPoint

Word

CRM systems

Job description

Administrative Support Specialist — Wealth Management

Aurora, ON (York Region) | Full-Time, In-Office

Our client, a boutique Wealth Management firm in Aurora, is seeking a dedicated Administrative Support Specialist to serve as the administrative heartbeat of their office.

This position is built specifically for a true "career administrator"—someone with deep professional experience who loves the work and wants a long-term professional home.

While financial services experience is preferred, full training will be provided for the right high-caliber administrator. If you have the administrative DNA and a strong work ethic, we want to hear from you.

What You’ll Do:

• Advisor Support: Provide direct administrative backing to the Portfolio Management team.
• Client Onboarding: Liaise directly with clients and lead end-to-end onboarding workflows.
• Presentation & Reports: Compile raw internal data to format polished presentation decks, quarterly client reports, and meeting files.
• Data & Systems: Input, reconcile, and maintain financial records, transaction histories, and database entries.

Who You Are:

• Seasoned Professional: Proven track record in high-level administration; you take pride in anchoring an office.
• Meticulous: You catch the fine details others miss and naturally drive workflow efficiency.
• Tech Savvy: Strong proficiency in Excel, PowerPoint, and Word, with the agility to learn proprietary CRM and document management systems.
• Growth Mindset: Coachable and open to completing industry or skills courses.

Key Fit Notes:

• Ideal for candidates located in Aurora, Newmarket, Richmond Hill, or the broader York Region.
• Prior banking, wealth management, or insurance experience is a strong asset but not required.
• Note: This role is strictly operational/administrative and is not suitable for candidates looking to transition into an Advisor or Financial Planner track.