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Sales Associate, Dynamic Funds
2 months ago
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 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 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, and 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 needed.
- Adapt to changing internal policies initiated by shifting trends within our industry.
- Minimum Bachelor's degree in a field such as Commerce, Finance, or Business Administration.
- CSC or IFIC certification is preferred.
- Strong attention to detail, thoroughness, organization, and analytical skills.
- Proficiency in PC applications and data entry skills.
- General math skills and ability to learn and grow within the team.
At Dynamic Funds, we strive to beat the market, not be the market, by encouraging opinions and creativity that allow our employees to deliver to their full potential. 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.
We are an equal opportunities employer and welcome applications from diverse candidates. 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.
