Support Financial Advisors onsite in Calgary through organized administration, client service, and accurate insurance new-business tracking for Desjardins.
Desjardins Financial Security Independent Network is hiring an Administrative Coordinator for its Calgary branch. You will support current clients, new-client development, Financial Advisors, and branch personnel. Success requires communication, professionalism, attentiveness, accuracy, and Microsoft Office proficiency.
Key Responsibilities:
- Welcome visitors, greet clients, and direct incoming calls
- Coordinate mail, deliveries, meeting rooms, supplies, and calendars
- Track insurance applications, requirements, and next steps
- Follow up with advisors, agents, carriers, and other parties
- Monitor cases and prepare documents through internal systems
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 and customer focus
Bring accurate administration, client focus, and financial services experience to Desjardins Financial Security Independent Network in Calgary.
Financial Services Administrative Coordinator in Calgary employer: Desjardins
Desjardins is an exceptional employer that fosters a collaborative and inclusive work culture, making it an ideal place for professionals looking to thrive in the legal field. With a strong emphasis on employee development and innovation, you will have the opportunity to lead a dedicated team while contributing to meaningful outcomes for clients and members. Located in a vibrant community, Desjardins offers competitive benefits and a commitment to diversity, ensuring that every employee feels valued and empowered.
