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