Sales Associate

5 months ago


Montréal, Canada Scotiabank Full time

Requisition ID: 190262

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

**Job Summary**:
**As a Sales Administrative Specialist with Dynamic Funds, your primary responsibilities will involve processing expense reports, maintaining business contracts and verifying details in CRM. Sales Administrative Specialist support the Sales Team by completing expense reports in a timely manner, working closely with Compliance to ensure proper due diligence is maintained on events and works with vendors to coordinate completion of contracts.**:
**Responsibilities include**:

- Completing expense reports for Wholesalers by collecting and scanning receipts, inputting any necessary information into the CRM and initiating the (workflow) approval process;
- Charges expenses to correct G/L codes and cost centers by analyzing receipts and invoices; recording entries;
- Protects organization's value by verifying Dynamic Sales Policies and Procedures spending limits are properly maintained;
- Solicits contracts from vendors on behalf of Dynamic Sales:

- Creates and manages a contracts strategy;
- Works closely with Legal to ensure contracts are standardized and approved;
- Works closely with other Sales Associates to assist in in the overflow of work whenever necessary;
- Working closely with other internal partners, including Compliance, Product Management, Marketing and Mail Distribution to coordinate activities when necessary;
- Adapt to changing internal policies initiated by shifting trends within our industry;

**Requirements**:

- Minimum Bachelors degree in a field such as Commerce, Finance, Business Administration;
- CSC or IFIC certification preferable.
- Attention to Detail, Thoroughness, Organization, Analyzing Information, Accounting, PC Proficiency, Data Entry Skills, General Math Skills

Location(s): Canada : Quebec : Montreal

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.


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