Join Investia Financial Services as a full-time Financial Administrative Assistant in Kanata, ON. This role emphasizes strong communication, organizational skills, and exceptional client servicing in a hybrid environment.
In this permanent position, you will be an integral part of a thriving Wealth Management practice. The ideal candidate has at least two years of Financial Services experience and will assist a Financial Planner with paperwork, client interactions, and daily office tasks. Your attention to detail will ensure compliance with industry regulations.
Key Responsibilities:
• Prepare and send compliant financial paperwork
• Process trades and ensure documentation accuracy
• Handle client requests and necessary correspondence




• Schedule and monitor appointments efficiently
• Offer clerical support within the office workplace
Requirements:
• At least 2 years experience in Financial Services
• Business or Finance degree/diploma preferred
• Strong interpersonal and communication skills
• Detail-oriented with excellent organizational abilities
• Proficient in MS Office suite and Adobe applications
Demonstrate your passion for client service and organizational excellence at Investia Financial Services.
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📌 Investia Financial Administrative Assistant (Ottawa)
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