March 4, 2025
By
Jessica Perry

Administrative Assistant

(Full-time/Part-time)

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Location: Niagara Region - Fonthill, Ontario (in-office position)

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About Us:
Adamson Wealth Group (AWG) is a well-established financial planning and investment management firm in the Niagara Region, proudly serving clients for over 15 years. We provide personalized and comprehensive financial advice, helping clients navigate risk management, tax planning, investment strategies, and more. Our collaborative approach allows us to build strong relationships and deliver exceptional value to our clients.

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Role Overview:
We are seeking a dynamic and detail-oriented Administrative Assistant to join our growing team. This is an excellent opportunity for someone looking to advance their career in a fast-paced financial environment, with the option for either full-time or flexible part-time hours. If you are organized, proactive, and thrive in a supportive team environment, this role is perfect for you.

Key Responsibilities:

  • Deliver high-quality client service by managing inquiries and providing timely resolutions.
  • Support the team with client portfolio reviews and preparation for meetings.
  • Enter client trades and manage daily system account entries accurately and on time.
  • Assist with office administration by managing client documentation, organizing files, and resolving system issues.
  • Support the preparation and analysis of reports with meticulous attention to detail.
  • Create and post marketing content to enhance the company’s online presence (website, social media).
  • Assist with organizing and attending client appreciation and networking events.
  • Ensure smooth office operations by managing scheduling, emails, and administrative tasks efficiently.

What We’re Looking For:

  • 2-3 years of experience in an administrative or customer service role, ideally in the financial services industry.
  • Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
  • Excellent communication skills, both written and verbal.
  • Detail-oriented with the ability to maintain accuracy in all tasks.
  • Strong organizational skills and ability to manage multiple priorities.
  • Tech-savvy and comfortable learning new tools and software.
  • Experience with CRM systems and financial software is a plus.
  • Proactive and dependable, with the ability to work independently and as part of a team.

Perks and Benefits:

  • Competitive compensation with an annual bonus structure.
  • Flexible working hours (perfect for balancing family life).
  • Health benefits negotiable.
  • Free on-site parking.
  • A supportive and collaborative team environment.
  • Opportunity to obtain Canadian Securities Course (CSC) licensing with reimbursement upon successful completion.

How to Apply:

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Interested candidates are encouraged to submit their resume and a brief cover letter to jessica@adamsonwealthgroup.com by March 14, 2025. Please include your availability in your application.

We thank all applicants for their interest, but only those selected for an interview will be contacted.