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, recent-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 (Canada)
🏢 Desjardins
📍 Canada