Sales Coordinator - Advisor Sales Channel

Job Description

Sales Coordinator - Advisor Sales Channel:
On behalf of our Banking client, Procom is searching for a Sales Coordinator - Advisor Sales Channel for a 12 month contract role. This position is a hybrid position with 4 days onsite at our client’s Toronto office.

Sales Coordinator - Advisor Sales Channel - Job Description:
The Sales Coordinator provides crucial operational and administrative support to the advisor sales channel, enabling Relationship Managers and Product Specialist teams to concentrate on revenue-generating activities. This role is central to sales enablement and office logistics, emphasizing service excellence and seamless execution.

Sales Coordinator - Advisor Sales Channel - Responsibilities:
• Provide comprehensive sales coordination and administrative support to Advisor Sales Team and Product Specialist teams.
• Partner closely with sales, marketing, events, investment, and operations teams to ensure smooth execution of key processes and initiatives.
• Collect, track, and maintain records of collaborative activities to support leadership reporting.
• Support onsite sales team needs, including printing, shipping sales materials, and managing physical collateral.
• Coordinate sales materials, promotional items, and logistics for meetings and engagements.
• Provide light office and meeting support for internal senior leadership and sales meetings.
• Process expenses, sponsorships, and administrative requests while ensuring accuracy and timeliness.
• Lead and execute small sales person-led events up to ~20 people.
• Manage expense reports for various sales team members.

Sales Coordinator - Advisor Sales Channel - Mandatory Skills:
• University degree or equivalent experience.
• 3+ years of experience in financial services or asset management industry.
• 5+ years experience in sales support, administrative support, and/or client service.
• Strong proficiency with Microsoft tools including CoPilot, Outlook, Teams, Word, Excel, and PowerPoint.
• Experience supporting sales or distribution teams.
• Strong written and verbal communication skills.
• General understanding of investments and how sales-driven firms operate.

Sales Coordinator - Advisor Sales Channel – Nice-to-Have Skills:
• Experience interacting with and providing support for senior-level leaders.
• Experience executing and enforcing processes.
• Experience in event management including planning and execution.
• Project management experience.
• Collaborative mindset with strong attention to detail.

Sales Coordinator - Advisor Sales Channel – Assignment Length:
This is a 12 month contract position.

Sales Coordinator - Advisor Sales Channel - Start Date:
ASAP.

Sales Coordinator - Advisor Sales Channel - Assignment Location:
Toronto, Ontario, Canada. This is a hybrid role requiring 4 days in the office.

This employer uses both human and technology-assisted tools to support candidate screening and assessment. Final hiring decisions are made by people.