Overview
Financial Services Assistant at CFMWS Jobs in Ottawa, Canada at Canadian Forces Morale and Welfare Services
Become a Financial Services Assistant at CFMWS, where you will deliver top-notch client service and administrative support. This crucial on-site role involves handling client interactions and providing vital assistance to advisors.
In this role, you will serve as the branch’s first point of contact, ensuring clients receive an exceptional experience. Responsibilities entail scheduling appointments, managing sensitive client data, and supporting advisor tasks nationwide. Your organizational skills and focus on client service will directly impact our success.
Key Responsibilities:
• Welcome clients and assess their needs
• Proactively schedule client appointments and follow up
• Work collaboratively with the national team for improvements
• Maintain necessary office supplies and equipment
• Handle monetary transactions accurately
Requirements:
• High school diploma necessary
• Relevant certification: CSC or IFC preferred
• Previous experience in financial administration
• Bilingual in English and French required
• Strong ability in communication and innovation
Elevate client service as a Financial Services Assistant with CFMWS.
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Title: Financial Services Assistant at CFMWS
Company: Canadian Forces Morale and Welfare Services
Location: Ottawa, Canada
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