Sales Coordinator - Advisor Sales Channel:
On behalf of our Banking client, Procom is searching for a Sales Coordinator - Advisor Sales Channel for a 12 month contract role. This position is a hybrid position with 4 days onsite at our client’s Toronto office.
Sales Coordinator - Advisor Sales Channel - Job Description:
The Sales Coordinator provides crucial operational and administrative support to the advisor sales channel, enabling Relationship Managers and Product Specialist teams to concentrate on revenue-generating activities. This role is central to sales enablement and office logistics, emphasizing service excellence and seamless execution.
Sales Coordinator - Advisor Sales Channel - Responsibilities:
- Provide comprehensive sales coordination and administrative support to Advisor Sales Team and Product Specialist teams.
- Partner closely with sales, marketing, events, investment, and operations teams to ensure smooth execution of key processes and initiatives.
- Collect, track, and maintain records of collaborative activities to support leadership reporting.
- Support onsite sales team needs, including printing, shipping sales materials, and managing physical collateral.
- Coordinate sales materials, promotional items, and logistics for meetings and engagements.
- Provide light office and meeting support for internal senior leadership and sales meetings.
- Process expenses, sponsorships, and administrative requests while ensuring accuracy and timeliness.
- Lead and execute small sales person-led events up to ~20 people.
- Manage expense reports for various sales team members.
Sales Coordinator - Advisor Sales Channel - Mandatory Skills:
- University degree or equivalent experience.
- 3+ years of experience in financial services or asset management industry.
- 5+ years experience in sales support, administrative support, and/or client service.
- Strong proficiency with Microsoft tools including CoPilot, Outlook, Teams, Word, Excel, and PowerPoint.
- Experience supporting sales or distribution teams.
- Strong written and verbal communication skills.
- General understanding of investments and how sales-driven firms operate.
Sales Coordinator - Advisor Sales Channel – Nice-to-Have Skills:
- Experience interacting with and providing support for senior-level leaders.
- Experience executing and enforcing processes.
- Experience in event management including planning and execution.
- Project management experience.
- Collaborative mindset with strong attention to detail.
Sales Coordinator - Advisor Sales Channel – Assignment Length:
This is a 12 month contract position.
Sales Coordinator - Advisor Sales Channel - Start Date:
ASAP.
Sales Coordinator - Advisor Sales Channel - Assignment Location:
Toronto, Ontario, Canada. This is a hybrid role requiring 4 days in the office.
