Support Financial Advisors with accurate administration and client service in a full-time, on-site Calgary office setting. 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 (Calgary)
🏢 Desjardins Technology Group
📍 Calgary