Financial Services Assistant: Client Concierge & Admin

Canadian Forces Morale and Welfare Services; Saint-Jean-sur-Richelieu; Vor Ort; CAD 40.000 - 54.000; Vollzeit

Benefits dieser Stelle

CF One discounts

Zusammenfassung

Canadian Forces Morale and Welfare Services (CFMWS) seeks a Financial Services Assistant to greet clients, support advisors, and manage branch activities with confidentiality and integrity. The role spans on-site client interactions and remote coordination across Canada.

Ideal candidates bring a high school diploma, financial services exposure, and strong organizational skills. This on-site position offers structured hours, benefits, and opportunities to contribute to member financial wellbeing.

Qualifikationen

• High school diploma or equivalent required.
• CSC or IFC is an asset and appreciated.
• Experience delivering administrative services in financial planning, counselling or insurance environments.
• Experience in office administration and maintaining filing systems.
• Strong data entry, proofreading and report drafting abilities.

Aufgaben

• Greet visitors and direct them to the appropriate person.
• Contact clients to arrange appointments and follow up on forms and queries.
• Collaborate with national team to provide proactive solutions and efficiencies.
• Support nationally led member outreach (briefings and virtual events).
• Ensure office supplies, equipment maintenance and security of information.

Kenntnisse

Client focus

Organizational knowledge

Communication

Innovation

Teamwork

Leadership

Ausbildung

High school diploma

Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFC) asset

Jobbeschreibung

Canadian Forces Morale and Welfare Services (CFMWS) seeks a Financial Services Assistant to greet clients, support advisors, and manage branch activities with confidentiality and integrity. The role spans on-site client interactions and remote coordination across Canada.

Ideal candidates bring a high school diploma, financial services exposure, and strong organizational skills. This on-site position offers structured hours, benefits, and opportunities to contribute to member financial wellbeing.