Support Capital Group sales operations in downtown Toronto using Salesforce, Microsoft Office, and robust organizational skills. Work four office days with Fridays from home.

As a Sales Support Coordinator, you will coordinate client meetings, advisor communications, travel, events, and administrative support. The position requires one to three years of sales or marketing experience, including calling in financial services. You will maintain client profiles, prepare compliance documents, monitor expenses, and support wholesalers. Strong service orientation, attention to detail, and proactive problem-solving help manage complex activities across multiple locations. The role also uses AI effectively alongside Salesforce and Microsoft Office.

Key Responsibilities:

- Schedule client meetings with financial advisors and arrange wholesaler travel




- Make outbound calls and follow up on meeting requests
- Coordinate venues, catering, invitations, and event RSVPs
- Maintain Salesforce profiles and distribute marketing materials
- Prepare compliance documents and maintain sales reports

Requirements:

- Bachelor's degree, preferably in business
- One to three years of sales or marketing experience
- Strong organizational and time management skills
- Experience coordinating complex meetings and events
- Proficiency with Microsoft Office, Salesforce, and AI tools

Bring financial services experience, meeting coordination, and detailed sales administration to Capital Group's Toronto team.

📌 Sales Support Coordinator Toronto
🏢 703 CIAM Capital Int Asset Mgt(CA)
📍 Toronto