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

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