Administrative Specialist – Wealth Management

About the role

We are a high‑performing wealth management firm in Etobicoke looking for a seasoned administrative professional to become the operational heartbeat of our office. This full‑time, on‑site position is ideal for a career administrator who thrives on precision, data integrity, and long‑term stability.

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 audits of digital files, correcting missing signatures, blank fields, or formatting errors to ensure audit‑readiness.

Required profile

• 15–20+ years of experience in administrative support, preferably in a professional office setting.
• Exceptional attention to detail and a commitment to maintaining confidentiality.
• Reliable on‑site presence with a strong work ethic and ability to work autonomously.

Required skills

• Proficiency in Microsoft Excel.
• Proficiency in Microsoft PowerPoint.
• Proficiency in Microsoft Word.
• Proficiency in Microsoft Outlook.