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Sales Associate
2 months ago
About Scotiabank
Scotiabank is a leading financial institution with a rich history of innovation and customer service. As a pioneer in the Canadian financial industry, we have evolved to become one of the most recognized wealth management firms in the country.
Our Business
We offer a comprehensive range of financial solutions, including investment funds, fee-based programs, and customized high-net-worth programs. Our goal is to provide our clients with expert advice and tailored financial solutions to help them achieve their financial goals.
About the Role
We are seeking a highly motivated and detail-oriented Sales Associate to join our team. As a Sales Associate, you will be responsible for processing expense reports, maintaining business contracts, and verifying details in our customer relationship management (CRM) system.
Key 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 general ledger codes and cost centers by analyzing receipts and invoices, and recording entries.
- Protect the organization's value by verifying that 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.
- Work closely with other Sales Associates to assist in the overflow of work whenever necessary.
- Collaborate 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 Bachelor's degree in a field such as Commerce, Finance, or Business Administration.
- CSC or IFIC certification is preferred.
- Attention to detail, thoroughness, organization, analyzing information, accounting, PC proficiency, data entry skills, and general math skills.
What We Offer
We value the unique skills and experiences each individual brings to the bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide a seamless recruitment experience.
