Adecco is currently hiring a Financial Services Assistant for a temporary opportunity with potential for extension in Esquimalt, BC. This role is ideal for a highly organized and detail-oriented professional with strong administrative and client service skills who thrives in a fast-paced financial environment.
In this position, you will support advisors and internal teams by managing financial documentation, maintaining client records, coordinating appointments, and ensuring smooth day-to-day office operations. You will also assist with client communications, regulatory documentation, and administrative processes while maintaining confidentiality and accuracy at all times.
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Salary: $21.00/hour
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Location: Esquimalt, BC
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Schedule: Monday to Friday, 8:00 AM - 4:30 PM
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Employment Type: Temporary (2-month contract with possibility of extension for the right candidate)
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Vacancy Status: This posting is for an existing vacancy.
Responsibilities
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Sort, process, verify, and file applications, receipts, tax returns, mutual funds, cheques, and other financial documents
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Greet visitors, determine the nature of their inquiry, and direct them to the appropriate contact
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Collaborate with internal teams to identify process improvements and support operational efficiencies
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Communicate with managers and colleagues regarding updates, issues, and changes
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Respond to inquiries from the central operations team and provide timely support
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Maintain and update CRM records and generate reports as required
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Provide administrative, client service, and business development support to advisors
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Contact clients to schedule appointments, follow-ups, and assist with incomplete documentation
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Provide basic information regarding client accounts and available services
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Process and distribute mail and coordinate information flow across departments
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Assist clients with completing forms, including beneficiary changes, and respond to general inquiries
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Organize conference calls, webinars, and client outreach initiatives
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Prepare meeting packages, scan documentation, and upload files into CRM systems
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Maintain office supplies, coordinate equipment servicing, and ensure smooth office operations
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Prepare, edit, and proofread correspondence, reports, presentations, and other documentation
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Schedule and manage appointments, meetings, and calendars
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Process financial transactions, including preparing and submitting bank deposits
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Manage petty cash and corporate credit card expenses as required
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Prepare invoices and cheque requests
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Ensure regulatory documents and reports are properly maintained and stocked
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Maintain confidentiality and ensure the security of sensitive information
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Ensure compliance with organizational policies, procedures, and health and safety standards
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Perform additional administrative duties as assigned
Qualifications
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Must be legally authorized to work and reside in Canada
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College diploma or certificate in Office Administration, Business Administration, or a related field with experience in office administration, banking, or a related field
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OR high school diploma with several years of experience in Financial Services Administration
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Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFC) is considered an asset
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Must have a Reliability Level Clearance or be eligible to obtain one
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Experience providing administrative support in a financial planning, insurance, or related environment
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Knowledge of office administration procedures within financial or insurance industries
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Understanding of general lending practices and financial terminology
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Strong data entry, record-keeping, and filing system management skills
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Excellent proofreading, document preparation, and organizational skills
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Strong verbal and written communication skills
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Ability to manage multiple priorities in a fast-paced environment
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High attention to detail and accuracy when handling financial and client information
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Ability to work independently and collaboratively within a team environment
Why Apply
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Monday-to-Friday daytime schedule
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Opportunity to gain experience in a professional financial services environment
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Potential contract extension based on performance
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Collaborative and supportive team atmosphere
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Opportunity to build administrative and client service experience in the financial sector
Interested in this position? Apply now! Our dynamic recruitment team is ready to welcome you and support you on your path to success.
At Adecco, our purpose is simple: to make the future work for everyone. We live our values - Passion, Collaboration, Inclusion, Courage, and Customer-Centricity - by fostering a workplace where diversity is celebrated and every voice matters. We encourage applications from people of all backgrounds and identities. Together, we are shaping a future that works for everyone.
If you would like to learn more about Aspire Academy to enhance your skills for your next role, feel free to ask!
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