Sales Administration Associate CI Financial (Ontario)

Sales Administration Associate CI Financial (Ontario)

09 Nov
|
CI Financial
|
Ontario

09 Nov

CI Financial

Ontario

Support sales administration at CI Financial through reporting, database management, and meeting coordination in an in-office model four days weekly. Work with DVPs and broader teams on essential operational activities.
This Sales Associate provides administrative and operational support to multiple DVPs and the broader team. The work includes dealer sales reporting, communications, scheduling, and database maintenance. You will also assist marketing and business development activities, including national dealer events, promotional materials, and product updates.
Key Responsibilities: Prepare dealer sales and asset reports
Answer calls and correspondence
Coordinate national dealer event materials and logistics
Maintain promotional items and accountability
Schedule appointments and meetings
Requirements: One to two years of industry experience
Administrative assistant experience
College diploma considered an asset
Fluent MS Word, Excel, and PowerPoint skills
Excellent organization and communication skills
Bring administrative coordination, reporting, and client service skills to support CI Financial’s DVPs and dealer relationships effectively.

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📌 Sales Administration Associate CI Financial (Ontario)
🏢 CI Financial
📍 Ontario

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