Territory Sales Assistant

Description

Are you highly organized and enjoy working closely with others to manage schedules? Do you like communicating with others as well as doing reports? This could be the perfect opportunity for you!

What will you be doing?

• Book 5-10 client meetings per week for the Wholesaler with focus on filling weekly/monthly schedules;

• Confirm upcoming meetings daily via email or phone;

• Expense management: prepare monthly visa statements, cash and mileage expense and ensure it is submitted to finance on a monthly basis and entering expense details into our Client Relationship Management System;

• Book flights/hotels when required

• Answer/redirect client calls, responding to inquiries

• Co-ordinate and keep the Wholesaler informed of all events for your designated region

• Provide national sales desk with client list of attendee’s immediately following completion of an event to ensure Continuing Education credit certificates are issued;

• Process all business-promotional and cooperative marketing requests from the territory

What will you bring?

• Post-secondary education with a focus in Business, Marketing, Finance or related-discipline

• Minimum 1-2 years of office/administrative experience

• Strong communication skills – written & verbal

• Knowledge of the mutual fund industry - an asset

• IFIC and/or CSC – an asset

• Bilingualism (English/French written and verbal) is an asset

Qualified candidates will be contacted. Thank you for your interest in iA Financial Group!

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