22 Oct
|
703 CIAM Capital Int Asset Mgt(CA)
|
Ontario
22 Oct
703 CIAM Capital Int Asset Mgt(CA)
Ontario
Support Capital Group sales operations in downtown Toronto using Salesforce, Microsoft Office, and strong 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
Solid 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.
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📌 Sales Support Coordinator Toronto (Ontario)
🏢 703 CIAM Capital Int Asset Mgt(CA)
📍 Ontario