Support Financial Advisors onsite in Calgary through organized administration, client service, and accurate insurance recent-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.

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📌 Financial Services Administrative Coordinator (Alberta)
🏢 Desjardins
📍 Alberta