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 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 (Canada)
🏢 Panorama Wealth Management
📍 Canada