Anita is an accomplished administrative assistant with over 30 years of experience in the financial planning industry. She has been with Investia for over 5 years and has made a significant impact on the team.
Anita is a highly organized individual with exceptional attention to detail. She is able to manage multiple tasks and prioritize her workload effectively, ensuring that deadlines are met and objectives are achieved. Her excellent communication skills enable her to interact with clients and colleagues with ease.
Throughout her career, Anita has gained extensive knowledge of financial planning. She is proficient in handling client inquiries, preparing and processing account applications, and managing client files. Anita’s expertise in using financial planning software, such as CRM and financial planning tools, has been invaluable to the team.
In 2018, Anita achieved a significant milestone in her career by obtaining the Branch Manager Designation. This designation reflects Anita’s expertise and knowledge of industry regulations, compliance, and risk management.
In addition to her Branch Manager Designation, Anita is currently working towards obtaining her Mutual Fund License. This license will further enhance her skillset and enable her to provide more comprehensive support to the financial advisors she works with.
Anita’s dedication and commitment to her work have earned her the respect of her colleagues and clients alike. She takes pride in ensuring that every client’s needs are met and that they receive the best possible service. Her professionalism and positive attitude make her an asset to the team at Investia.
