Client Services & Office Coordinator — Onsite

Desjardins; Calgary; On-site; CAD 42,000 - 54,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

3 weeks of flexible vacation starting在

Defined contribution pension plan

Group insurance benefits

Job summary

Desjardins Financial Security Independent Network (Calgary) is hiring an Administrative Coordinator. The role supports Financial Advisors and branch staff in servicing current clients and developing new business, requiring professional, accurate, and upbeat collaboration.

Responsibilities include welcoming visitors, coordinating the front office, tracking applications, and ensuring deadlines are met. A strong focus on communication and service, plus willingness to learn, are essential.

Qualifications

• High school diploma or related field.
• Experience in the Financial Service industry.
• Proficiency with Microsoft Office products.
• Technological savviness and a willingness to learn.
• Excellent communication and customer-focus skills.
• Commitment to equity, diversity and inclusion.

Responsibilities

• Greet and assist visitors, answer calls, and create a professional, welcoming office experience.
• Coordinate front-office activities: mail, deliveries, meetings, supplies, and office calendar.
• Support insurance new business: track applications and required documents.
• Follow up with advisors, agents, carriers to address outstanding items and deadlines.
• Coordinate administrative tasks: document management, carrier portals, and policy delivery prep.
• Provide backup administrative support during staff absences.

Skills

Microsoft Office

Communication

Customer focus

Engagement

Tech savviness

Adaptability

Education

High school diploma

Tools

Microsoft Office

Job description

Desjardins Financial Security Independent Network (Calgary) is hiring an Administrative Coordinator. The role supports Financial Advisors and branch staff in servicing current clients and developing new business, requiring professional, accurate, and upbeat collaboration.

Responsibilities include welcoming visitors, coordinating the front office, tracking applications, and ensuring deadlines are met. A strong focus on communication and service, plus willingness to learn, are essential.