Financial Services Assistant in Esquimalt

Location: Esquimalt

Enhance your career in finance with Adecco as a Financial Services Assistant in Esquimalt, BC. This temporary role emphasizes administrative tasks and client service skills to streamline operations.

Adecco is seeking a detail-oriented Financial Services Assistant for a temporary role with the possibility of extension. You will be responsible for managing financial documentation, scheduling appointments, and aiding advisors and teams. Strong organizational skills are essential for ensuring a smooth flow of operations and effective client communications.

Key Responsibilities:

• Sort and file financial documents, including applications and receipts

• Greet visitors and direct them to the right contacts

• Collaborate on process improvements to enhance efficiency

• Respond to inquiries and support central operations promptly

• Maintain and update CRM records and generate reports

Requirements:

• Strong administrative and organizational skills

• Experience in client service within financial settings

• Ability to maintain confidentiality and accuracy

• Proficiency in CRM systems and document management

• Excellent communication skills with attention to detail

Support financial operations effectively while maximizing client satisfaction in this rewarding role.
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