Sales Associate, Dynamic Funds
2 days ago
Job Title: Sales Associate, Dynamic Funds
Job Summary:
We are seeking a highly organized and detail-oriented Sales Administrative Specialist to join our team at Dynamic Funds, a subsidiary of Scotiabank. As a Sales Administrative Specialist, you will play a critical role in supporting our Sales Team by processing expense reports, maintaining business contracts, and verifying details in our CRM system.
Responsibilities:
* Process expense reports for Wholesalers by collecting and scanning receipts, inputting necessary information into the CRM, and initiating the approval process
* Charge expenses to correct G/L codes and cost centers by analyzing receipts and invoices, and recording entries
* Protect the organization's value by verifying Dynamic Sales Policies and Procedures spending limits are properly maintained
* Solicit contracts from vendors on behalf of Dynamic Sales
* Create and manage a contracts strategy
* Work closely with Legal to ensure contracts are standardized and approved
* Collaborate with other Sales Associates to assist in the overflow of work whenever necessary
* Work closely with internal partners, including Compliance, Product Management, Marketing, and Mail Distribution to coordinate activities when necessary
Requirements:
* Minimum Bachelor's degree in a field such as Commerce, Finance, or Business Administration
* CSC or IFIC certification preferred
* Strong attention to detail, thoroughness, organization, and analytical skills
* Proficiency in PC applications and data entry skills
* General math skills
What We Offer:
At Dynamic Funds, we strive to create an inclusive and accessible environment for all employees. We value the unique skills and experiences each individual brings to the bank and are committed to providing opportunities for growth and development. If you are a motivated and detail-oriented individual who is passionate about working in a dynamic and fast-paced environment, we encourage you to apply for this exciting opportunity.
Language Requirements:
The successful candidate will be required to communicate in English and French, as they will be serving an English-speaking clientele.
-
Sales Associate, Dynamic Funds
6 days ago
Montreal, Quebec, Canada Scotiabank Full timeJob Title: Sales Associate, Dynamic Funds Job Summary: We are seeking a highly organized and detail-oriented Sales Administrative Specialist to join our team at Dynamic Funds, a subsidiary of Scotiabank. As a Sales Administrative Specialist, you will play a critical role in supporting our Sales Team by processing expense reports, maintaining business...
-
Sales Associate, Dynamic Funds
7 days ago
Montreal, Quebec, Canada Scotiabank Full timeJob Title: Sales Associate, Dynamic Funds Job Summary: We are seeking a highly organized and detail-oriented Sales Administrative Specialist to join our team at Dynamic Funds, a subsidiary of Scotiabank. As a Sales Administrative Specialist, you will play a critical role in supporting our Sales Team by processing expense reports, maintaining business...
-
Sales Associate, Dynamic Funds
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeRequisition ID: 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...
-
Sales Associate, Dynamic Funds
2 days ago
Montreal, Quebec, Canada Scotiabank Full timeJob SummaryWe are seeking a highly organized and detail-oriented Sales Administrative Specialist to join our team at Dynamic Funds, a subsidiary of Scotiabank. As a key member of our sales team, you will be responsible for processing expense reports, maintaining business contracts, and verifying details in our CRM system.Key ResponsibilitiesProcess expense...
-
Sales Associate, Dynamic Funds
2 days ago
Montreal, Quebec, Canada Scotiabank Full timeJob SummaryWe are seeking a highly organized and detail-oriented Sales Administrative Specialist to join our team at Dynamic Funds, a subsidiary of Scotiabank. As a key member of our sales team, you will be responsible for processing expense reports, maintaining business contracts, and verifying details in our CRM system.Key ResponsibilitiesProcess expense...
-
Sales Associate, Dynamic Funds
21 hours ago
Montreal, Quebec, Canada Scotiabank Full timeJob SummaryWe are seeking a highly organized and detail-oriented Sales Administrative Specialist to join our team at Dynamic Funds, a subsidiary of Scotiabank. As a key member of our sales team, you will be responsible for processing expense reports, maintaining business contracts, and verifying details in our CRM system.Key ResponsibilitiesProcess expense...
-
Sales Associate, Dynamic Funds
1 hour ago
Montreal, Quebec, Canada Scotiabank Full timeJob SummaryWe are seeking a highly organized and detail-oriented Sales Administrative Specialist to join our team at Dynamic Funds, a subsidiary of Scotiabank. As a key member of our sales team, you will be responsible for processing expense reports, maintaining business contracts, and verifying details in our CRM system.Key ResponsibilitiesProcess expense...
-
Sales Associate, Dynamic Funds
6 days ago
Montreal, Quebec, Canada Scotiabank Full timeKey ResponsibilitiesAs a Sales Associate, you will be responsible for completing expense reports for Wholesalers by collecting and scanning receipts, inputting necessary information into the CRM, and initiating the approval process. You will also be responsible for charging expenses to correct G/L codes and cost centers by analyzing receipts and invoices,...
-
Sales Associate, Dynamic Funds
6 days ago
Montreal, Quebec, Canada Scotiabank Full timeKey ResponsibilitiesAs a Sales Associate, you will be responsible for completing expense reports for Wholesalers by collecting and scanning receipts, inputting necessary information into the CRM, and initiating the approval process. You will also be responsible for charging expenses to correct G/L codes and cost centers by analyzing receipts and invoices,...
-
Sales Associate, Dynamic Funds
1 week ago
Montreal, Quebec, Canada Scotiabank Full time**Job Summary**At Scotiabank, we are seeking a highly skilled Sales Associate to join our team. As a Sales Associate, you will play a critical role in supporting our clients and driving business growth.**Key Responsibilities**Process expense reports for wholesalers by collecting and scanning receipts, inputting necessary information into the CRM, and...
-
Sales Associate, Dynamic Funds
1 week ago
Montreal, Quebec, Canada Scotiabank Full time**Job Summary**At Scotiabank, we are seeking a highly skilled Sales Associate to join our team. As a Sales Associate, you will play a critical role in supporting our clients and driving business growth.**Key Responsibilities**Process expense reports for wholesalers by collecting and scanning receipts, inputting necessary information into the CRM, and...
-
Sales Associate, Dynamic Funds
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full time**Job Summary**At Scotiabank, we are seeking a highly skilled Sales Associate to join our team. As a Sales Associate, you will play a critical role in supporting our sales efforts and providing exceptional customer service to our clients.**Key Responsibilities**Process expense reports for wholesalers by collecting and scanning receipts, inputting necessary...
-
Sales Associate, Dynamic Funds
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full time**Job Summary**At Scotiabank, we are seeking a highly skilled Sales Associate to join our team. As a Sales Associate, you will play a critical role in supporting our sales efforts and providing exceptional customer service to our clients.**Key Responsibilities**Process expense reports for wholesalers by collecting and scanning receipts, inputting necessary...
-
Sales Associate, Dynamic Funds
3 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeJob Summary:We are seeking a highly organized and detail-oriented Sales Administrative Specialist to join our team at Scotiabank. As a Sales Administrative Specialist, you will play a critical role in supporting our Sales Team by processing expense reports, maintaining business contracts, and verifying details in our CRM system.Key Responsibilities:Process...
-
Inside Sales Representative, Dynamic Funds
7 days ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and results-driven Inside Sales Representative to join our team at Scotiabank. As a key member of our sales team, you will be responsible for generating sales and developing new business opportunities within the financial services industry.Key ResponsibilitiesPartner with our Wholesaler to drive sales within...
-
Inside Sales Representative, Dynamic Funds
6 days ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and results-driven Inside Sales Representative to join our team at Scotiabank. As a key member of our sales team, you will be responsible for generating sales and developing new business opportunities within the financial services industry.Key ResponsibilitiesPartner with our Wholesaler to drive sales within...
-
Inside Sales Representative, Dynamic Funds
3 days ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and results-driven Inside Sales Representative to join our team at Scotiabank. As a key member of our sales team, you will be responsible for generating sales and developing new business opportunities within the financial services industry.Key ResponsibilitiesPartner with our Wholesaler to drive sales within...
-
Inside Sales Representative, Dynamic Funds
3 days ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and results-driven Inside Sales Representative to join our team at Scotiabank. As a key member of our sales team, you will be responsible for generating sales and developing new business opportunities within the financial services industry.Key ResponsibilitiesPartner with our Wholesaler to drive sales within...
-
Program Associate
2 weeks ago
Montreal, Quebec, Canada J.W. McConnell Foundation Full timeAbout the OpportunityThe J.W. McConnell Foundation is seeking a highly organized and detail-oriented Program Associate to support the smooth functioning of our funding processes. This role will play a key liaison role between the Programs Team and other Foundation teams, ensuring that our funding processes are optimized and our applicants are supported.Key...
-
Program Associate
2 weeks ago
Montreal, Quebec, Canada J.W. McConnell Foundation Full timeAbout the OpportunityThe J.W. McConnell Foundation is seeking a highly organized and detail-oriented Program Associate to support the smooth functioning of our funding processes. This role will play a key liaison role between the Programs Team and other Foundation teams, ensuring that our funding processes are optimized and our applicants are supported.Key...
