Financial Services Assistant at CFMWS, Esquimalt

Support the Canadian Armed Forces community as a Financial Services Assistant with Canadian Forces Morale and Welfare Services (CFMWS). This role involves client interaction, administrative support, and proactive outreach to enhance financial well-being.

The Financial Services Assistant is a vital branch office ambassador, ensuring a welcoming client experience. Responsibilities include managing client appointments, handling data with care, and facilitating communications among clients, advisors, and fund companies. Your efforts will directly contribute to improving the lives of service members and their families.

Key Responsibilities:• Greet visitors and direct them appropriately • Contact clients for appointments and form reviews • Collaborate to identify efficiency improvements • Support national member outreach initiatives • Process monetary transactions securely and efficiently

Requirements:• High school diploma required • Familiarity with Canadian Securities Course or IFC preferred • Experience in financial planning or office administration • Strong data entry and proofreading skills • Bilingual in English and French is an asset

Enhance client experiences and contribute to the welfare of Canadian Armed Forces members with CFMWS. #J-18808-Ljbffr