Pursue a Financial Administrative Assistant position with Investia Financial Services in Kanata, ON. This full-time opportunity 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 robust 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 (Ottawa)
🏢 Panorama Wealth Management
📍 Ottawa