Business Development Representative
2 weeks ago
Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. With a rich history dating back to 1957, the company has evolved to become one of Canada's most recognized wealth management firms.
Job SummaryWe are seeking a 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 CRM. This role is ideal for individuals who are looking to develop their skills and become a candidate for an Inside Sales Representative position within a few years.
Key Responsibilities- Completing expense reports for Wholesalers by collecting and scanning receipts, inputting any necessary information into the CRM, and initiating the 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 the overflow of work whenever necessary
- Adapt to changing internal policies initiated by shifting trends within our industry
- 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
Canada : Alberta : Calgary
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