Overview
Administrative Assistant Jobs in Fonthill, Ontario, Canada at Adamson Wealth Group
Title: Administrative Assistant
Company: Adamson Wealth Group
Location: Fonthill, Ontario, Canada
Administrative Assistant (Wealth Management)
Adamson Wealth Group | Fonthill, ON | Full-Time In Office (Monday – Friday 9:00am to 4:30pm)
Looking to work in wealth management—or take your admin career to the next level?
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 to [email protected].
We thank all those who apply, however, only those selected for an interview will be contacted.
