Sales Associate

4 months ago

Calgary, Canada Scotiabank Full time

**Requisition ID**: 204255

Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs

**What you will be doing**:
As a Sales Associate 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.

**Is this role right for you? In this role you will**:

- 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;

**Do you have the skills to enable you to be successful in this role? We would love to work with you if you have**:

- 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 : Alberta : Calgary

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