Administrative Coordinator

Relevance; Calgary; Sur place; CAD 42 000 - 65 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Annual bonus

3 weeks vacation

Pension plan

Group insurance

Résumé du poste

Desjardins Financial Security Independent Network (Calgary) is seeking an Administrative Coordinator to support Financial Advisors and branch staff in servicing clients and developing new business. You will oversee reception, process client requests, track new business, and assist with office oversight with accuracy and a positive attitude.

The role requires excellent communication, professionalism, and reliability.

Qualifications

• High school diploma or equivalent required.
• Experience in the Financial Service industry beneficial.
• Proficiency with Microsoft Office products and office software.

Responsabilités

• Welcome and support visitors, greet clients, and create a professional office experience.
• Coordinate the front office: mail, deliveries, couriers, meeting rooms, supplies, and calendar.
• Support insurance new business: track applications and next steps, maintain records.
• Follow up with advisors, carriers, and others to address items and deadlines.
• Coordinate administrative tasks: monitor cases, manage documents, and prep policy delivery.
• Provide backup admin support when advisors' staff are away.

Connaissances

Communication skills

Customer service

Office coordination

Formation

High school diploma

Outils

Microsoft Office

Description du poste

The work mode arrangement for the position is full-time on site

Desjardins Financial Security Independent Network (Calgary) has a great opportunity available as we are hiring for an Administrative Coordinator. The Administrative Coordinator is responsible for supporting the Financial Advisors and working with other branch personnel in the servicing of our current clients and development of new clients. We are looking for someone with excellent communication skills and an upbeat attitude to fill this position. To be successful, they must be professional and attentive, while being accurate. The individual is not only responsible to oversee reception in an organized and friendly manner, but is responsible for processing client requests, new business tracking, and assisting with the office oversight. Most importantly, somebody who is willing to go the extra mile for the company and the client, taking pride in one’s work. More specifically, you will be required to:

• Welcome and support visitors: Answer and direct incoming calls, greet clients and guests, and help create a professional and welcoming office experience.
• Coordinate the front office: Manage mail, deliveries, couriers, meeting rooms, office supplies, shared spaces, and the monthly office calendar.
• Support insurance new business: Track applications, outstanding requirements, medical requirements, and next steps while maintaining accurate and organized records.
• Keep things moving: Follow up with advisors, agents, carriers, and other parties as needed to ensure outstanding items are addressed and deadlines don't get missed.
• Coordinate administrative tasks: Monitor cases through carrier portals and internal systems, assist with document management and policy delivery preparation, and communicate with carriers when appropriate.
• Provide backup administrative support: When an advisor's regular support staff are away, assist with routine tasks such as scheduling, preparing forms and meeting materials, document handling, filing, and other administrative requests

What we offer*

• Competitive salary and annual bonus
• 3 weeks of flexible vacation starting in the first year
• Defined contribution pension plan
• Group insurance benefits

* Benefits apply based on eligibility criteria

#LI-Onsite

What you bring to the table

• High school diplomas or a related field
• Please note that other combinations of qualifications and relevant experience may be considered
• Experience in the Financial Service industry
• Proficiency using Microsoft Office products
• Technological Savvy and a desire to learn

Communicates effectively, Customer Focus, Engagement

Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!