Pursue a Financial Administrative Assistant position with Investia Financial Services in Kanata, ON. This full-time prospect requires meticulous organization and a client-focused mindset in a hybrid setting.

As a key player in a reputable Wealth Management practice, you'll collaborate with a Financial Planner on administrative tasks. Candidates must bring at least two years of experience in financial services, showcasing strong multi-tasking abilities and attention to detail while ensuring compliance with industry standards.

Key Responsibilities:



• Draft and send paperwork in line with regulations • Oversee trade documentation and compliance filing • Address client requests and prepare official correspondence • Coordinate and track client appointments effectively • Provide essential clerical support across office functions

Requirements: • Minimum of 2 years in the Financial Services sector • Preferred degree/diploma in Business or Finance • Excellent verbal and written communication skills • High level of organizational and administrative aptitude • Knowledge of MS Word, Excel, and Adobe necessary

Contribute to operational excellence with your expertise at Investia Financial Services while fostering valuable client relationships. #J-18808-Ljbffr

📌 Hybrid Financial Administrative Assistant Role (Montreal)
🏢 Panorama Wealth Management
📍 Montreal