09 Nov
|
Picton Mahoney Asset Management
|
Ontario
09 Nov
Picton Mahoney Asset Management
Ontario
Support Retail Sales operations at PICTON Investments through organized workflows, accurate documentation and robust Microsoft 365 skills. Coordinate priorities across internal teams.
As Coordinator, Sales Initiatives & Development, you will help Sales leaders focus on advisor relationships, business development and strategic priorities. Your work will connect Sales with HR, Compliance, Marketing, Finance and Technology. Responsibilities span team directories, recurring meetings, invoices, action tracking, coverage information and administrative coordination.
Key Responsibilities: Maintain directories, territory details, calendars and shared resources
Coordinate recurring meetings, agendas, materials and follow-up
Coordinate invoices, expense reports, approvals and Finance follow-ups
Track priorities and commitments for Sales leadership
Provide temporary operational coverage during BDA vacancies
Requirements: Advanced organization and prioritization with attention to detail
Experience supporting Sales, client-facing or distributed teams
Confidence working with senior leaders and cross-functional partners
Experience coordinating meetings, events, travel or logistics
Microsoft 365 proficiency, including Outlook, Teams, Excel and SharePoint
Use operational coordination, documentation and stakeholder follow-through to strengthen Retail Sales processes at PICTON Investments.
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📌 Retail Sales Operations Coordinator (Ontario)
🏢 Picton Mahoney Asset Management
📍 Ontario