Elevate your career as a Financial Administrative Assistant with Investia Financial Services in Kanata, ON. Seeking a detail-oriented professional 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. #J-18808-Ljbffr

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