Our financial centre is searching for an office 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:

1-3 Years of administrative assistance experience
Excellent phone etiquette and communication skills
Proficient in Microsoft Office Suite
Ability to multitask and prioritize effectively
Strong attention to detail and organizational skills
High School diploma or equivalent
Bilingual in Mandarin or Cantonese (is a plus)
Experience in using policy/trade processing software (is a plus)
Experience in the Financial Services Industry (is a plus)

Join our team and embark on a rewarding career with Desjardins Financial Security Independent Network - Markham Financial Centre. Make a difference in people's lives while enjoying the benefits of a supportive and empowering work environment. Apply today to be part of our success story!

We thank all candidates, however, only those under consideration will be contacted. We are an equal opportunity employer.

Job Type: Full-time

Pay: $40,000.00-$46,000.00 per year

Benefits:

On-site parking

Flexible Language Requirement:

French not required

Schedule:

8 hour shift
Day shift
Monday to Friday

Experience:

Administrative: 1 year (preferred)

Work Location: In person

Desjardins

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Office Administrator