Administrative Specialist – Wealth Management

About the role

We are a high‑performing wealth management firm seeking an experienced Administrative Specialist to become the operational heartbeat of our Etobicoke office. This full‑time, on‑site position is ideal for a career administrator who thrives on precision, data integrity, and supporting a quiet, structured environment.

Key responsibilities

• Enter, update, and reconcile financial data, transaction histories, and internal records with 100% accuracy.
• Gather raw data and assemble polished presentation decks, quarterly reports, and internal binders using strict templates.
• Organise, cross‑reference, and prepare routine regulatory paperwork and compliance filings for submission.
• Conduct quality‑control reviews of digital files, correcting missing signatures, blank fields, or formatting errors to ensure audit‑readiness.

Required profile

• 15–20+ years of professional administrative support experience.
• Detail‑oriented with a strong focus on accuracy and efficiency.
• Reliable on‑site presence and high professional standards.
• Ability to work autonomously on repetitive, detail‑heavy tasks while maintaining confidentiality.

Required skills

• Strong proficiency in Microsoft Excel.
• Strong proficiency in Microsoft PowerPoint.
• Strong proficiency in Microsoft Word.
• Strong proficiency in Microsoft Outlook.