Elevate your career as a Financial Administrative Assistant with Investia Financial Services in Kanata, ON. Seeking a detail-oriented professional with robust organizational skills in a hybrid work setting.

Investia Financial Services is hiring a Financial Administrative Assistant to support a successful Wealth Management practice. This full-time, permanent role requires at least two years of experience in the Financial Services industry. You'll handle daily office operations, client requests, and regulatory paperwork, working closely with a Financial Planner to ensure compliance and efficiency.

Key Responsibilities:



• Prepare and send paperwork adhering to regulations • Process trades and file documentation accurately • Manage client requests and correspondence promptly • Schedule appointments and monitor client meetings • Provide general clerical support in the office

Requirements: • Minimum 2 years experience in Financial Services • Degree or diploma in Finance or related field preferred • Strong organizational and client servicing skills • Excellent communication skills, both verbal and written • Familiarity with MS Word, Excel, and Adobe products

Bring your attention to detail and client-focused approach to enhance operations at Investia Financial Services. #J-18808-Ljbffr

📌 Financial Administrative Assistant Kanata, ON (Montreal)
🏢 Panorama Wealth Management
📍 Montreal