Hybrid Financial Administrative Assistant

Position: Hybrid Financial Administrative Assistant Role
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 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.
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