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 solid multi-tasking abilities and attention to detail while ensuring compliance with industry standards.Key Responsibilities:Draft and send paperwork in line with regulationsOversee trade documentation and compliance filingAddress client requests and prepare official correspondenceCoordinate and track client appointments effectivelyProvide essential clerical support across office functionsRequirements:Minimum of 2 years in the Financial Services sectorPreferred degree/diploma in Business or FinanceExcellent verbal and written communication skillsHigh level of organizational and administrative aptitudeKnowledge of MS Word, Excel, and Adobe necessaryContribute to operational excellence with your expertise at Investia Financial Services while fostering valuable client relationships.

📌 Hybrid Financial Administrative Assistant Role (Riviere-des-Prairies—Pointe-aux-Trembles)
🏢 Panorama Wealth Management
📍 Riviere-des-Prairies—Pointe-aux-Trembles