Administrative Coordinator

2 months ago


Markham, Canada Desjardins Financial Security Independent Network Full time

**Job Summary**

Office Management
- Answer the office telephone and process daily mail/courier
- Order marketing supplies, forms, prospectuses and office stationary
- General office tasks such as filing, photocopying, paper refill

Contract/Sales Administration
- Process financial services advisor contract documents for the various licences required by regulators
- Assist with advisor registration for various services, programs and courses
- Process insurance policies and investment transactions; reviewing the documentation for accuracy and any client follow-up
- Maintain a log of sales documentation flowing to and from head office to follow its process through the various departments

Communication
- Keep advisors informed about important communications from head office regarding areas such as compliance, technology, product and process changes
- Follow up with various head office departments on issues of benefit to the centre

Meeting Support
- Assist with the planning of financial centre functions such as the holiday season party and team meetings
- Order refreshments for office meetings

This is an ideal opportunity to be a key resource at the centre of activity in a professional office.

**Required Education, Skills and Qualifications**

**Qualifications**
- Solid oral and written communication skills; a pleasant manner
- Able to maintain and improve administrative processes
- Attention to detail and good with numbers
- Organized but flexible to take on a new task of greater priority
- Self-directed and able to complete task with limited supervision
- Maintain staff and client confidentiality
- Working knowledge of _Microsoft_ _Word_, _Excel_, _PowerPoint_ and in internet navigation and research
- Industry experience an asset

**Company Profile**

*About Desjardins Financial Security Independent Network
*At his home in Lévis, Quebec, Alphonse Desjardins (1854 - 1920) met with a small group of fellow citizens and presented his idea for a “people's bank.” The goal was to provide financial services to working families. On December 6, 1900, they opened their doors for the first time.
- 1_ _Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products._

Schedule:

- Monday to Friday

Work Location: In person



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