Company Description:

Our financial centre is searching for an administrative coordinator. In this role, you will be responsible for the smooth operation of the office. The goal is to support the managing director in completing the administrative duties required by the financial services advisors so they can focus on sales. Having an eye for detail and being mindful of follow-up would be valuable qualities at our centre.
 
Primary Responsibilities

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.
 
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

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.
 
Today, Desjardins Group is the largest financial cooperative in Canada, ranked the second strongest financial institution in the world by Bloomberg (2014). Desjardins Financial Security Independent Network (DFSIN) is a national network of financial advisors specializing in life and health insurance and investments. Together with its counterpart SFL Partner of Desjardins Financial Security in Quebec and New Brunswick, the network has more than 1,500 financial advisors present in almost all parts of the country. It is the preferred distributor of products and services for Desjardins Insurance.¹ More information on www.dfsin.ca.
 
Interested candidates are invited to apply directly to Sam Luong, Managing Director at sam.luong@dfsin.ca.
 
We thank all candidates, however, only those under consideration will be contacted. We are an equal opportunity employer.
 
 
¹Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.