Administrative Assistant (Wealth Management)

Adamson Wealth Group | Fonthill, ON | Full-Time In Office (Monday - Friday 9:00am to 4:30pm)

At Adamson Wealth Group, you won't just "support the team"-you'll play a key role in delivering an exceptional client experience and helping drive the growth of a thriving advisory practice.

About Us

We are a well-established, client-focused wealth management firm serving the Niagara region for over 15 years. Our approach is collaborative, personalized, and built around helping clients make confident financial decisions at every stage of life.

What You'll Be Responsible For

Client Experience

• Be the first point of contact-professional, responsive, and client-focused
• Manage calls, emails, and appointment scheduling
• Ensure every client interaction is seamless and well-documented

Administration & Operations

• Maintain accurate client records and CRM updates
• Process transactions (EFTs, transfers, contributions, withdrawals)
• Monitor accounts, documentation, and regulatory requirements
• Keep operations running smoothly with strong follow-up and organization

Business & Team Support

• Support advisors in preparing for client meetings
• Assist with marketing initiatives and client communications
• Help coordinate events, newsletters, and client touchpoints
• Contribute ideas to improve efficiency and client value

What You Bring

• 2-3 years in financial services or a similar professional environment
• Strong organization and attention to detail
• Excellent communication skills (written & verbal)
• Ability to manage multiple priorities in a fast-paced environment
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• A proactive mindset and willingness to take initiative

What Sets You Apart

• You genuinely enjoy working with people and building relationships
• You're resourceful, dependable, and solutions-oriented
• You take pride in accuracy and doing things right the first time
• You're a team player who contributes to a positive office culture

What You'll Get

• Competitive compensation
• bonus potential
• Free on-site parking
• A supportive, collaborative team environment
• Opportunity for growth, licensing, and long-term career development

Not Just a Job-A Career Path

This role is a launchpad. We support professional development and offer the opportunity to pursue licensing (Canadian Securities Course) and grow within the firm.

Apply Today

If this sounds like the perfect fit for you, we'd love to hear from you! Send your resume and a brief introduction via Isarta.

We thank all those who apply, however, only those selected for an interview will be contacted.