Support Financial Advisors with accurate administration and client service in a full time, on-site Calgary office setting. Solid 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