Sales Coordinator

4 weeks ago

Toronto, Ontario, Canada Peoples Trust Full time

We are seeking an experienced Sales Administrator to join our team at Peoples Trust in Vancouver, Calgary, Toronto, or Montreal.

This role offers a competitive annual salary of $52,500 plus a discretionary profit share opportunity. The salary may vary between $50,000 and $55,000 per year depending on the candidate's qualifications.

About Us:

Peoples Trust is a boutique financial institution with a strong presence in Canada. Our mission is to provide exceptional customer service backed by extensive product knowledge and experience.

We value risk-based practices and procedures to remain risk intelligent and compliant. Our culture prioritizes trustworthiness, creativity, and willingness to adapt.

About the Role:

This position involves working as part of a hybrid team, collaborating with cross-functional teams to deliver sales-related documentation and processes. You will work closely with the business development team to coordinate meetings, calls, and demos.

Your primary responsibilities will include:

  • Preparing, filing, and retrieving sales-related documents;
  • Coordinating meetings, calls, and demos for the business development team;
  • Preparing account service-related documents and client communications;
  • Maintaining current work-in-progress records and archives of past project information;
  • Liaising with internal teams to ensure proper pre- and post-sales service;
  • Maintaining and updating sales and customer records;
  • Creating and maintaining reports and sales pipeline for executive leadership and senior members of the sales team.
Required Skills and Qualifications:

To succeed in this role, you should possess:

  • 1+ year of experience working in a sales environment;
  • Strong administration and coordination skills;
  • Excellent knowledge of customer service and sales standards;
  • Tech-savviness in CRM software, Microsoft Office suite (Excel), LawVu, and other platforms;
  • The ability to multitask and excel in a fast-paced environment, with strong time management skills;
  • A comfort level attending in-person meetings and sales-related events;
  • The ability to thrive in a dynamic, fast-paced environment and adapt to shifting priorities.

We prioritize detail-oriented individuals who can maintain accurate records and execute tasks efficiently. Your proficiency in CRM software, Microsoft Office, and LawVu will be essential in managing sales data and reports effectively.

Benefits:

At Peoples Trust, we offer a flexible and hybrid work environment that allows for a balance between in-office and remote work. This position offers a competitive salary and a discretionary profit share opportunity. As part of our recruiting process, shortlisted candidates will be asked about their salary expectations for this position.

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