Key Administrative Professional for Financial Services

1 day ago


Markham, Ontario, Canada Desjardins Financial Security Independent Network Full time
Job Summary:
We are seeking a highly organized and detail-oriented Administrative Coordinator to join our team at Desjardins Financial Security Independent Network. This is an ideal opportunity to be a key resource in a professional office environment.

About the Role:
This role will provide administrative support to our financial advisors, ensuring seamless day-to-day operations. The successful candidate will have excellent communication skills, be able to maintain and improve administrative processes, and possess a working knowledge of Microsoft Office applications.

Main Responsibilities:
* Process financial services advisor contract documents
* Assist with advisor registration and insurance policy transactions
* Maintain a log of sales documentation and follow up on client communications
* Provide general office tasks such as filing, photocopying, and paper refill

Requirements:
* Solid oral and written communication skills
* Ability to maintain confidentiality and handle sensitive information
* Working knowledge of Microsoft Word, Excel, PowerPoint, and internet navigation
* Organized and flexible with ability to take on new tasks as priorities change
* Self-directed and able to complete tasks with limited supervision

Benefits:
* Competitive salary range: $55,000 - $65,000 per annum (based on experience)
* Opportunity to work in a dynamic and collaborative team environment
* Comprehensive training and development programs

Location:
This role is based in-person, Monday to Friday, in a busy office environment.

About Us:
Desjardins Financial Security Independent Network is a national network of financial advisors specializing in life and health insurance and investments. We pride ourselves on providing exceptional service to our clients and community. If you are a motivated and detail-oriented individual who is passionate about delivering high-quality administrative support, we encourage you to apply.

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