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    Disability Administrative Specialist - Markham, ON, Canada - Desjardins Financial Security Independent Network - Markham #293

    Desjardins Financial Security Independent Network - Markham #293
    Desjardins Financial Security Independent Network - Markham #293 Markham, ON, Canada

    3 weeks ago

    Default job background
    Full time
    Description
    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.
    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
    Process insurance policies and investment transactions; Maintain a log of sales documentation flowing to and from head office to follow its process through the various departments
    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
    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.

    Solid oral and written communication skills; Able to maintain and improve administrative processes
    Organized but flexible to take on a new task of greater priority
    Working knowledge of Microsoft Word, Excel, PowerPoint and in internet navigation and research
    Industry experience an asset
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