duncan, bc financial services assistant Jobs – 4 Openings This Week

Financial Services Assistant
Adecco Canada —Esquimalt, BC
- $21 an hour
- Temporary
- Finance
- Administrative experience
- High school diploma or GED
Quick apply
12d
Financial Services Assistant
CFMWS —Esquimalt, BC
- $20.52–$26.26 an hour
- Monday to Friday
- Bilingual
- English
- Administrative experience
- Disability insurance
- Dental care
8d
Senior Administrative Coordinator - Financial Services
Capital Regional District —Victoria, BC
- $39.48–$43.19 an hour
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
8d
Investment Advisor Assistant
Ventum Financial Corp. —Victoria, BC
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply

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Financial Services Assistant

Adecco Canada
Esquimalt, BC

Quick apply

Job details

Temporary | Contract
12 days ago

Skills

College certificate
Filing
Finance
Administrative experience
High school diploma or GED
Data entry
Organizational skills
Financial services
CSC
Proofreading
College diploma
Business
Communication skills
Office experience

Full job description

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.

Salary: $21.00/hour
Location: Esquimalt, BC
Schedule: Monday to Friday, 8:00 AM - 4:30 PM
Employment Type: Temporary (2-month contract with possibility of extension for the right candidate)
Vacancy Status: This posting is for an existing vacancy.

Responsibilities

Sort, process, verify, and file applications, receipts, tax returns, mutual funds, cheques, and other financial documents
Greet visitors, determine the nature of their inquiry, and direct them to the appropriate contact
Collaborate with internal teams to identify process improvements and support operational efficiencies
Communicate with managers and colleagues regarding updates, issues, and changes
Respond to inquiries from the central operations team and provide timely support
Maintain and update CRM records and generate reports as required
Provide administrative, client service, and business development support to advisors
Contact clients to schedule appointments, follow-ups, and assist with incomplete documentation
Provide basic information regarding client accounts and available services
Process and distribute mail and coordinate information flow across departments
Assist clients with completing forms, including beneficiary changes, and respond to general inquiries
Organize conference calls, webinars, and client outreach initiatives
Prepare meeting packages, scan documentation, and upload files into CRM systems
Maintain office supplies, coordinate equipment servicing, and ensure smooth office operations
Prepare, edit, and proofread correspondence, reports, presentations, and other documentation
Schedule and manage appointments, meetings, and calendars
Process financial transactions, including preparing and submitting bank deposits
Manage petty cash and corporate credit card expenses as required
Prepare invoices and cheque requests
Ensure regulatory documents and reports are properly maintained and stocked
Maintain confidentiality and ensure the security of sensitive information
Ensure compliance with organizational policies, procedures, and health and safety standards
Perform additional administrative duties as assigned

Qualifications

Must be legally authorized to work and reside in Canada
College diploma or certificate in Office Administration, Business Administration, or a related field with experience in office administration, banking, or a related field
OR high school diploma with several years of experience in Financial Services Administration
Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFC) is considered an asset
Must have a Reliability Level Clearance or be eligible to obtain one
Experience providing administrative support in a financial planning, insurance, or related environment
Knowledge of office administration procedures within financial or insurance industries
Understanding of general lending practices and financial terminology
Strong data entry, record-keeping, and filing system management skills
Excellent proofreading, document preparation, and organizational skills
Strong verbal and written communication skills
Ability to manage multiple priorities in a fast-paced environment
High attention to detail and accuracy when handling financial and client information
Ability to work independently and collaboratively within a team environment

Why Apply

Monday-to-Friday daytime schedule
Opportunity to gain experience in a professional financial services environment
Potential contract extension based on performance
Collaborative and supportive team atmosphere
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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financial services assistant jobs in duncan, bc

Financial Services Assistant

Financial Services Assistant

Senior Administrative Coordinator - Financial Services

Investment Advisor Assistant

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