Sales & Service Administrator (Remote)

2 weeks ago

Alberta, Canada CI Financial Full time

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

JOB OVERVIEW

WHAT YOU WILL DO
- Work with, coordinate, and follow up on work flow with other company departments
- Liaise and maintain strong relationships with internal departments (PC admin, Investment Policy (IP) Group, PC trading desk, Managed Solutions), ICs and Custodians (RBC Investor Services, NBCN)
- Prepare new account paperwork, trade documents, and verify transaction completion
- Prepare expense reports and other important confidential documents
- Coordinate, schedule and plan meetings, travel arrangement and other logístical details for the team
- Prepare Client related documents, reports, and presentations as required
- Maintain various databases, records, and monthly reports
- Coordinate and maintain calendars for multiple associates
- Ad hoc administrative tasks and special projects as assigned
- Investigate account-related problems, recommend, and implement the best-possible agreed-upon solution for the client in a timely manner

WHAT YOU WILL BRING
- Minimum of 2 to 3 years of administrative assistant experience;
- Experience in a Financial Services environment;
- Knowledge of investment products (such as Mutual Funds, RRSP, RRIF, administrative tax knowledge) a must
- Strong oral and written communication skills complimented by strong interpersonal skills
- Detail-oriented and able to work well under pressure;
- Excellent prioritization and organizational skills;
- Proactive and customer-oriented attitude; customer focus towards external clients and employees at all levels
- Strong MS Office skills (Word, Excel, Outlook, PowerPoint)

LI-HYBRID

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

WHAT WE OFFER- Modern HQ location within walking distance from Union Station- Flexible & Hybrid Work Program- Equipment Purchase Program- Training Reimbursement- Paid Professional Designations- Employee Share Purchase Program (ESPP)- Corporate Discount Program- Enhanced group benefits- Parental Leave Top-up program- Fitness membership discounts- Volunteer paid Days- Complimentary vending machines

  • Sales Representative

    1 month ago

    Alberta, Canada Peak Sales Recruiting Full time

    OverviewOur client is breaking the mold of traditional auctioning. The limitations of traditional onsite auctioning are becoming more apparent. With technological changes comes a modern tool for those looking to sell their new or used equipment. Their advanced marketing allows their clients to reap the benefits of a global marketplace. At a point of growth,...

  • Sales Representative

    4 weeks ago

    Alberta, Canada Peak Sales Recruiting Full time

    OverviewOur client is breaking the mold of traditional auctioning. The limitations of traditional onsite auctioning are becoming more apparent. With technological changes comes a modern tool for those looking to sell their new or used equipment. Their advanced marketing allows their clients to reap the benefits of a global marketplace. At a point of growth,...

  • Sales Representative

    1 month ago

    Alberta, Canada Peak Sales Recruiting Full time

    OverviewOur client is breaking the mold of traditional auctioning. The limitations of traditional onsite auctioning are becoming more apparent. With technological changes comes a modern tool for those looking to sell their new or used equipment. Their advanced marketing allows their clients to reap the benefits of a global marketplace. At a point of growth,...

  • Sales Representative

    1 month ago

    Alberta, Canada Peak Sales Recruiting Full time

    OverviewOur client is breaking the mold of traditional auctioning. The limitations of traditional onsite auctioning are becoming more apparent. With technological changes comes a modern tool for those looking to sell their new or used equipment. Their advanced marketing allows their clients to reap the benefits of a global marketplace. At a point of growth,...

  • Sales Representative

    1 month ago

    Alberta, Canada Peak Sales Recruiting Full time

    OverviewOur client is breaking the mold of traditional auctioning. The limitations of traditional onsite auctioning are becoming more apparent. With technological changes comes a modern tool for those looking to sell their new or used equipment. Their advanced marketing allows their clients to reap the benefits of a global marketplace. At a point of growth,...

  • Sales Representative

    1 month ago

    Alberta, Canada Peak Sales Recruiting Full time

    Overview Our client is breaking the mold of traditional auctioning. The limitations of traditional onsite auctioning are becoming more apparent. With technological changes comes a modern tool for those looking to sell their new or used equipment. Their advanced marketing allows their clients to reap the benefits of a global marketplace. At a point of...

  • Sales Representative

    1 month ago

    Alberta, Canada Peak Sales Recruiting Full time

    OverviewOur client is breaking the mold of traditional auctioning. The limitations of traditional onsite auctioning are becoming more apparent. With technological changes comes a modern tool for those looking to sell their new or used equipment. Their advanced marketing allows their clients to reap the benefits of a global marketplace. At a point of growth,...

  • Sales Representative

    1 month ago

    Alberta, Canada Peak Sales Recruiting Full time

    Overview Our client is breaking the mold of traditional auctioning. The limitations of traditional onsite auctioning are becoming more apparent. With technological changes comes a modern tool for those looking to sell their new or used equipment. Their advanced marketing allows their clients to reap the benefits of a global marketplace. At a point of...

  • Remote: Account Executive

    1 month ago

    Alberta, Canada JUMP Math Full time

    JUMP Math is a Canadian charity with global reach that empowers teachers and educators to multiply the potential in every classroom through research-informed, curriculum-aligned resources and approaches that ignite and nurture an enduring understanding and love of math in every student. We are seeking creative, energetic, and experienced Account Executives...

  • Sales Representative- PAID TRAINING

    1 month ago

    Alberta, Canada Peak Sales Recruiting Full time

    Their advanced marketing allows their clients to reap the benefits of a global marketplace. At a point of growth, they seek a driven Sales Representative to join their team. Represent the company as a reputable, honest, and quality company to work with ▪ Sell the company's offerings and services to qualified prospects ▪ Improve and lead others in a...

  • Sales Representative- PAID TRAINING

    1 month ago

    Alberta, Canada Peak Sales Recruiting Full time

    Their advanced marketing allows their clients to reap the benefits of a global marketplace. At a point of growth, they seek a driven Sales Representative to join their team.Strategic Work▪ Develop relationships with prospective buyers and selling clients▪ Represent the company as a reputable, honest, and quality company to work with▪ Sell the company's...

  • Sales Representative- PAID TRAINING

    1 month ago

    Alberta, Canada Peak Sales Recruiting Full time

    Their advanced marketing allows their clients to reap the benefits of a global marketplace. At a point of growth, they seek a driven Sales Representative to join their team.Strategic Work▪ Develop relationships with prospective buyers and selling clients▪ Represent the company as a reputable, honest, and quality company to work with▪ Sell the company's...

  • Group Sales and Service Support

    1 week ago

    Alberta, Canada Equitable CA Full time

    At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable...

  • RESPONSABLE DE RAYON

    1 month ago

    Alberta, Canada Northern NorthMart Full time

    Note: This role is only open to candidates with 2+ years of experience in a manager role in a high volume retail/grocery environment. This includes the implementation of company standards, protection of company assets, attention to maintaining a local competitive position, and the development and training of staff. The incumbent supports the rest of store...

  • RESPONSABLE DE RAYON

    1 month ago

    Alberta, Canada Northern NorthMart Full time

    Note: This role is only open to candidates with 2+ years of experience in a manager role in a high volume retail/grocery environment. This includes the implementation of company standards, protection of company assets, attention to maintaining a local competitive position, and the development and training of staff. The incumbent supports the rest of store...

  • RESPONSABLE DE RAYON

    13 hours ago

    Alberta, Canada Northern NorthMart Full time

    More than just retail. The North West Company is hiring experienced department managers to relocate, live and work in a remote northern Canadian community. *NWC provides relocation assistance, as well as food and housing allowances. Please note: *This role is only open to candidates with 2+ years of experience in a manager role in a high volume...

  • RESPONSABLE DE RAYON

    1 month ago

    Alberta, Canada Northern NorthMart Full time

    Note: This role is only open to candidates with 2+ years of experience in a manager role in a high volume retail/grocery environment. This includes the implementation of company standards, the management of company assets, attention to maintaining a local competitive position, and the development and training of staff. The incumbent supports the rest of...

  • Account Management Executive-Remote

    1 week ago

    Alberta, Canada Empire Life Full time

    Account Executive, Insurance Location: Remote in Alberta Empire life is looking to hire an Account Executive, Insurance to join our Retail Distribution team! Our mission - make insurance, investments and benefits simple, fast and easy for our customers. Play an integral role - this is an opportunity that allows for you to grow your skills, while...

  • Group Administration Specialist

    4 weeks ago

    Alberta, Canada Equitable CA Full time

    At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable...

  • Sales Operations Lead

    3 weeks ago

    Alberta, Canada McKesson Canada Full time

    McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a...