Elevate your career as a Financial Administrative Assistant with Investia Financial Services in Kanata, ON. Seeking a detail-oriented qualified with strong 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.
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📌 Financial Administrative Assistant Kanata, ON (Ottawa)
🏢 Panorama Wealth Management
📍 Ottawa