Sales Support Specialist

4 weeks ago

Montreal, Quebec, Canada Mackenzie Investments Full time

Position Overview

Mackenzie Investments, a leading Canadian wealth and asset management firm, is dedicated to helping Canadians achieve their financial goals through a comprehensive suite of financial planning and investment management services. With approximately $271 billion in assets under management, we pride ourselves on our innovative approach and commitment to excellence.

As part of our Strategic Partnerships Sales Division within the Institutional Sales and Service Department, we are looking for a District Sales Associate. This role plays a crucial part in supporting our sales teams and the Director of Partner Sales by providing essential administrative assistance.

Key Responsibilities

  • Manage territory operations by preparing, maintaining, and forecasting sales coverage.
  • Coordinate corporate events, branch meetings, and presentations from product managers.
  • Order promotional materials for clients and manage various correspondences.
  • Prepare client reports and continuing education credit letters.
  • Handle incoming client communications, including mail and emails, and respond to inquiries.
  • Assist in organizing special events and CRM campaigns, and participate in team social events.
  • Maintain client data within the CRM system.
  • Conduct weekly team meetings with prepared agendas.
  • Arrange travel logistics for sales teams.
  • Present monthly reports to the Director of Partner Sales.
  • Manage Sales Practices requests and team expenses.
  • Implement processes to improve territory management efficiency.
  • Provide operational support with a strong focus on detail and time management.

Qualifications

  • Post-secondary education in a relevant field.
  • Proficiency in Microsoft Word, Outlook, and Excel.
  • Strong communication skills, both written and verbal.
  • Professional phone etiquette and exceptional interpersonal skills.
  • Ability to work effectively under pressure and independently.
  • Knowledge of the mutual fund industry is advantageous.
  • Preferred certifications in CSC/IFC and familiarity with National Instrument NI.
  • Experience with Salesforce or similar CRM platforms.
  • Familiarity with Mackenzie products and processing guidelines.

Benefits of the Role

  • Gain insights into a dynamic sales environment.
  • Explore opportunities for career advancement within the organization.
  • Receive mentorship and guidance from experienced team members.
  • Develop skills in prioritization, attention to detail, and organization.
  • Enhance your relationship-building capabilities.

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