Financial Services Administrative Coordinator (Alberta)

Financial Services Administrative Coordinator (Alberta)

28 Oct
|
Desjardins Technology Group
|
Alberta

28 Oct

Desjardins Technology Group

Alberta

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 accurate administration to Desjardins Financial Security Independent Network in Calgary.

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

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