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 workplace.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/hourLocation: Esquimalt, BCSchedule: Monday to Friday, 8:00 AM - 4:30 PMEmployment 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 documentsGreet visitors, determine the nature of their inquiry,



and direct them to the appropriate contactCollaborate with internal teams to identify process improvements and support operational efficienciesCommunicate with managers and colleagues regarding updates, issues, and changesRespond to inquiries from the central operations team and provide timely supportMaintain and update CRM records and generate reports as requiredProvide administrative, client service, and business development support to advisorsContact clients to schedule appointments, follow-ups, and assist with incomplete documentationProvide basic information regarding client accounts and available servicesProcess and distribute mail and coordinate information flow across departmentsAssist clients with completing forms, including beneficiary changes, and respond to general inquiriesOrganize conference calls, webinars, and client outreach initiativesPrepare meeting packages, scan documentation, and upload files into CRM systemsMaintain office supplies, coordinate equipment servicing, and ensure smooth office operationsPrepare, edit, and proofread correspondence, reports, presentations, and other documentationSchedule and manage appointments, meetings, and calendarsProcess financial transactions, including preparing and submitting

📌 Financial Services Assistant - $21 An Hour (Esquimalt)
🏢 Adecco
📍 Esquimalt