14 Aug
|
PIMCO
|
Montreal
PIMCO is a global leader in active fixed income with deep expertise across public and private markets.
We invest our clients capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets.
Our flexible capital base and deep relationships with issuers have helped us become one of the worlds largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking.
We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence.
We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
Role Summary The
Sales Coordinatorrole at PIMCO offers resourceful self-starters the opportunity to learn and be challenged.
This is a fast-paced environment which requires a high degree of professionalism, organization, teamwork and attention to detail, coupled with the ability to multitask and prioritize.
Responsibilities The following key activities are included in the role: 1.
Travel Coordination and Preparation Work with managers to coordinate travel arrangements through Concur and Direct Travel according to the PIMCO Travel and Entertainment Policy Arrange ground transportation, book hotels and manage all logistics Create final travel itinerary and directions 2.
Expense Reports and Approvals Process detailed expense reports through the Concur system in a timely manner Gather emails/calendar schedules to prepare for monthly expense meeting with managers to clarify information to process reports Monitor and track managers expense reports until reimbursement Reconcile monthly expenses with credit card statements along with cash receipts and monitor accounts to ensure personal payments, if any are made 3.
Coordinate Client Meetings/Calendaring Coordinate external/internal meetings for managers and handle the scheduling, materials, meals/refreshments and logistics Confirm final agenda schedule with all participants.
Make sure all meetings are added to the managers and team calendars Observe managers calendar and keep them on schedule for their next meeting 4.
Events: Planning and Organization of Small and Large Events Help facilitate all PIMCO client events.
Liaise with PIMCO Client Events to secure venues and manage medium-scale events Manage the invitation process, collecting RSVPs and providing regular updates Manage menu, AV requirements, venue set-up, gifts, etc.
Attend in person to make sure event runs smoothly 5.
Phone Coverage/Client Servicing Manage telephone calls and respond to requests Create follow up correspondence according to the requirement of each manager Participate in special projects.
Manage onboarding of new employees and consultants 6.
Data Management Update and maintain accurate client,
contact and activity information within the CRM platform Support data quality by checking for duplicate, incomplete or outdated records and escalating issues as needed Assist with reporting and list preparation for sales, marketing and client service activities using CRM data Position Requirements Track record of embodying PIMCOs values of Collaboration, Openness, Responsibility and Excellence. 1-2 years of previous administrative experience supporting multiple executives Intermediate to advanced working knowledge of MS Word, Excel and Outlook required Must possess strong written and verbal communication skills, including exceptional telephone management and the ability to write emails Must be able to adapt to changing situations with minimal notice and guidance Twoyear college degree is preferred but not required Soft skills: Self-starter, quick learner, able to multitask, highly organized, excellent attention to detail, customer focused, problem solver, good follow up skills, able to prioritize, team player Must be fluent in French and English; Qualified proficiency in spoken and written English is requireddue todaily, operational communicationswith internal stakeholders locatedoutside Quebec, including team members across
Ontario and the United States.
The role also involves client-facing communications in English, with clients located outside Quebec.
Rsum du poste Le poste de coordinateur(trice) des ventes chez PIMCO offre aux personnes dbrouillardes et proactives l''opportunit d''apprendre et de relever des dfis.
Il s''agit d''un environnement dynamique exigeant un haut degr de professionnalisme, dorganisation, desprit d''quipe et dattention au dtail, ainsi que la capacit grer plusieurs tches simultanment et tablir des priorits.
Responsabilits Les activits cls suivantes font partie du poste: 1.
Coordination et prparation des dplacements Collaborer avec les gestionnaires pour coordonner les dplacements via Concur et Direct Travel, conformment la politique de PIMCO en matire de voyages et de frais de reprsentation Organiser les transports terrestres, rserver les htels et grer toute la logistique tablir l''itinraire de voyage final et les indications (directions) 2.
Rapport de dpenses et approbations Traiter des rapports de dpenses dtaills via le systme Concur dans les dlais impartis Rassembler les courriels et les calendriers pour prparer la runion mensuelle sur les dpenses avec les gestionnaires, afin de clarifier les informations ncessaires au traitement des rapports Assurer le suivi et suivre ltat davancement des rapports de dpenses des gestionnaires jusquau remboursement Vrifier et concilier mensuellement les dpenses mensuelles des relevs de carte de crdit avec les reus pays en espce,
et surveiller les comptes pour sassurer que les paiements titre personnels (le cas chant) sont bien pris en compte 3.
Coordination des runions clients / Gestion de l''agenda Coordonner les runions internes et externes pour les gestionnaires et grer la planification, documents, repas/rafrachissements ainsi que la logistique.
Confirmer lhoraire final de l''ordre du jour auprs de tous les participants.
Veiller ce que toutes les runions soient inscrites aux calendriers des gestionnaires et de l''quipe.
Surveiller les calendriers des gestionnaires et veiller au respect de lhoraire pour la runion suivante. 4. vnements: Planification et organisation d''vnements de petite et grande envergure Contribuer l''organisation de tous les vnements clients de PIMCO.
Collaborer avec le service Client Events de PIMCO pour rserver les lieux et grer les vnements de moyenne envergure.
Grer le processus d''invitation, recueillir les confirmations de prsence (RSVP) et assurer un suivi rgulier.
Grer les menus, les besoins audiovisuels, la configuration des lieux, les cadeaux, etc. tre prsent(e) sur place pour veiller au bon droulement de l''vnement. 5.
Couverture tlphonique / Service la clientle Grer les appels tlphoniques et rpondre aux demandes Rdiger la correspondance de suivi selon les besoins de chaque gestionnaire Participer des projets spciaux Assurer laccueil et l''intgration des nouveaux employs et consultants 6.
Gestion des donnes Mettre jour et tenir jour des informations prcises sur les clients, les contacts et les activits au sein de la plateforme CRM Contribuer la qualit des donnes en vrifiant la prsence de doublons, denregistrements incomplets ou obsoltes et en signalant les problmes si ncessaire Aider l''laboration de rapports et la prparation de listes pour les activits de vente, de marketing et de service la clientle en utilisant les donnes du CRM Exigences du poste Capacit avre incarner les valeurs de PIMCO : collaboration, ouverture, responsabilit et excellence. 1 2 ans dexprience administrative pralable auprs de plusieurs cadres.
Connaissances de travail intermdiaires avances de MS Word, Excel et Outlook requises.
Excellentes comptences en communication crite et orale, notamment une grande aisance au tlphone et une bonne matrise de la rdaction de courriels.
Capacit sadapter des situations changeantes avec un pravis et des directives limits.
Diplme dtudes collgiales (ou quivalent) souhait, mais non obligatoire.
Qualits personnelles : autonomie, capacit dapprentissage rapide, polyvalence, sens aigu de lorganisation, souci du dtail, orientation client, aptitude rsoudre des problmes, rigueur dans le suivi des dossiers, sens des priorits, esprit dquipe.
Matrise du franais et de langlais requise.
Unematrise professionnelle de langlais, tant loral qu lcrit, est requise en raison des communications oprationnelles quotidiennes avec des parties prenantes internes situes lextrieur du Qubec, notamment des membres dquipe en Ontario et aux tats-Unis.
Le poste comporte aussi des communications en anglais avec des clients situs lextrieur du Qubec.
📌 Sales Coordinator (Montreal) / Coordonnateur(trice) des ventes (Montréal)
🏢 PIMCO
📍 Montreal