Office Administrator

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

Salary: $40,000.00-$52,000.00 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