{"id":172644,"date":"2026-03-26T12:08:46","date_gmt":"2026-03-26T16:08:46","guid":{"rendered":"https:\/\/www.jobgym.com\/jobboard\/?post_type=job_listing&#038;p=172644"},"modified":"2026-04-14T00:34:27","modified_gmt":"2026-04-14T04:34:27","slug":"administrative-assistant-34","status":"expired","type":"job_listing","link":"https:\/\/www.jobgym.com\/jobboard\/?post_type=job_listing&p=172644","title":{"rendered":"Administrative Assistant"},"content":{"rendered":"<h1>Administrative Assistant<\/h1>\n<h3>Adamson Wealth Group<\/h3>\n<p>&nbsp;<\/p>\n<p>Hours of Work: Monday to Friday 9:00a.m. to 4:30p.m.<\/p>\n<p>Type of Work: Full-Time<\/p>\n<p>Employment Terms: Permanent<\/p>\n<p>Number of Vacancies: 1<\/p>\n<p>&nbsp;<\/p>\n<p><strong>About Adamson Wealth Group: <\/strong>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.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Requirements:\u00a0<\/strong><\/p>\n<ul>\n<li>2\u20133 years in financial services or a similar professional environment<\/li>\n<li>Strong organization and attention to detail<\/li>\n<li>Excellent communication skills (written &amp; verbal)<\/li>\n<li>Ability to manage multiple priorities in a fast-paced environment<\/li>\n<li>Proficiency in Microsoft Office (Word, Excel, PowerPoint)<\/li>\n<li>A proactive mindset and willingness to take initiative<\/li>\n<\/ul>\n<p><strong>What Sets You Apart:\u00a0<\/strong><\/p>\n<ul>\n<li>You genuinely enjoy working with people and building relationships<\/li>\n<li>You\u2019re resourceful, dependable, and solutions-oriented<\/li>\n<li>You take pride in accuracy and doing things right the first time<\/li>\n<li>You\u2019re a team player who contributes to a positive office culture<\/li>\n<\/ul>\n<p><strong>What You&#8217;ll Be Responsible For:\u00a0<\/strong><\/p>\n<ul>\n<li>Client Experience: Be the first point of contact\u2014professional, responsive, and client-focused<\/li>\n<li>Manage calls, emails, and appointment scheduling<\/li>\n<li>Ensure every client interaction is seamless and well-documented<\/li>\n<li>Administration &amp; Operations<\/li>\n<li>Maintain accurate client records and CRM updates<\/li>\n<li>Process transactions (EFTs, transfers, contributions, withdrawals)<\/li>\n<li>Monitor accounts, documentation, and regulatory requirements<\/li>\n<li>Keep operations running smoothly with strong follow-up and organization<\/li>\n<li>Business &amp; Team Support<\/li>\n<li>Support advisors in preparing for client meetings<\/li>\n<li>Assist with marketing initiatives and client communications<\/li>\n<li>Help coordinate events, newsletters, and client touchpoints<\/li>\n<li>Contribute ideas to improve efficiency and client value<\/li>\n<\/ul>\n<p><strong>What You&#8217;ll Get:\u00a0<\/strong><\/p>\n<ul>\n<li>Competitive compensation + bonus potential<\/li>\n<li>Free on-site parking<\/li>\n<li>A supportive, collaborative team environment<\/li>\n<li>Opportunity for growth, licensing, and long-term career development<\/li>\n<\/ul>\n<p><strong>Not Just a Job &#8211; A Career Path:<\/strong> This role is a launchpad. We support professional development and offer the opportunity to pursue licensing (Canadian Securities Course) and grow within the firm.<\/p>\n<p><strong>How to Apply:\u00a0<\/strong>Email resume and short introduction to <a href=\"mailto:jessica@adamsonwealthgroup.com\">jessica@adamsonwealthgroup.com<\/a><\/p>\n<p><strong>Bill 149: Disclosure of AI use in hiring process:\u00a0<\/strong>No, AI is not being used.<\/p>\n<p><strong>Closing Date: 13-04-2026<\/strong><\/p>\n","protected":false},"author":24199,"featured_media":0,"template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"_promoted":"","_job_location":"Fonthill, ON","_application":"wellandjobgym@jhs-niagara.ca","_company_name":"Adamson Wealth Group","_company_website":"","_company_tagline":"","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":""},"job-categories":[5574],"job-types":[5567,5596],"class_list":{"0":"post-172644","1":"job_listing","2":"type-job_listing","3":"status-expired","4":"hentry","6":"job-type-full-time","7":"job-type-permanent"},"_links":{"self":[{"href":"https:\/\/www.jobgym.com\/jobboard\/wp-json\/wp\/v2\/job-listings\/172644","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.jobgym.com\/jobboard\/wp-json\/wp\/v2\/job-listings"}],"about":[{"href":"https:\/\/www.jobgym.com\/jobboard\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/www.jobgym.com\/jobboard\/wp-json\/wp\/v2\/users\/24199"}],"wp:attachment":[{"href":"https:\/\/www.jobgym.com\/jobboard\/wp-json\/wp\/v2\/media?parent=172644"}],"wp:term":[{"taxonomy":"job_listing_category","embeddable":true,"href":"https:\/\/www.jobgym.com\/jobboard\/wp-json\/wp\/v2\/job-categories?post=172644"},{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/www.jobgym.com\/jobboard\/wp-json\/wp\/v2\/job-types?post=172644"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}