Take on the role of Financial Services Assistant at Canadian Forces Morale and Welfare Services, focused on providing essential administrative support for clients in financial matters.As a Financial Services Assistant, you will play a pivotal role in supporting advisors by arranging client appointments, facilitating trade requests, and managing client files efficiently. This position requires solid organizational skills and experience in office administration, contributing meaningfully to the financial health of our CAF community. If you are passionate about client service and financial education, this is a perfect fit.Key Responsibilities:Assist clients in meeting their financial goalsPrepare pre-meeting information for advisorsCoordinate marketing initiatives for advisorsConduct outbound calls for client engagementManage account setups and ongoing client file maintenanceRequirements:Diploma or certificate in Office or Business AdministrationMutual Fund License requiredCSC or IFC qualification necessaryExperience in financial environmentsProficient in filing, data entry, and communicationJoin CFMWS to make a beneficial impact in the lives of Canadian Armed Forces families.

📌 Financial Services Assistant Role With Cfmws (Comox)
🏢 Canadian Forces Morale and Welfare Services
📍 Comox