Support Financial Advisors with accurate administration and client service in a full-time, on-site Calgary office environment. Strong communication and organization are central.
Desjardins Financial Security Independent Network (Calgary) is hiring an Administrative Coordinator to support current clients and new business development. The position requires professionalism, attentiveness, an upbeat attitude, and accuracy. You will oversee reception, process client requests, track applications, and assist with office oversight while working with branch personnel.
Key Responsibilities:
- Welcome visitors, greet clients, and direct incoming calls
- Coordinate mail, deliveries, meeting rooms, supplies, and shared spaces
- Track applications, requirements, and insurance business next steps
- Follow up with advisors, agents, carriers, and other parties
- Monitor cases and prepare documents, forms, and meeting materials
Requirements:
- High school diploma or related field
- Experience in the financial services industry
- Proficiency using Microsoft Office products
- Technological savvy and desire to learn
- Effective communication, customer focus, and engagement
Bring client service, financial services experience, and precise administration to Desjardins Financial Security Independent Network in Calgary.
Financial Services Administrative Coordinator in Calgary employer: Desjardins Technology Group
Desjardins is an exceptional employer that prioritizes employee growth and development, offering a competitive salary, flexible vacation, and a defined benefit pension plan. With a strong commitment to equity, diversity, and inclusion, Desjardins fosters a collaborative work culture where employees are empowered to build effective teams and enhance their skills while serving the community. As a Market Development Manager, you will play a pivotal role in shaping business strategies and ensuring high-quality service for members and clients, all within a supportive environment that values your contributions.
Contact Details:
Desjardins Technology Group Recruitment Team
