Portfolio Executive

3 weeks ago

Calgary, Alberta, Canada 4Sight Search Solutions Inc. Full time
Portfolio Manager Job Description

4SightSearch Solutions Inc. is currently recruiting a Portfolio Manager for a leading provider of factoring solutions dedicated to empowering businesses across industries to thrive by optimizing their cash flow. They specialize in providing tailored financial solutions to meet the unique needs of their clients, enabling them to unlock liquidity and fuel growth opportunities.

This is a great career opportunity for someone who is energetic and passionate about their work and enjoys learning while being challenged. If words like driven, multitasker, customer-focused, collaborative, relationship-building, and growth describe you, this could be the role for you.

Sector and financial product experience while an asset is not necessarily required, as training is provided.

Key Responsibilities:
  • Collaborating with other Account Executives (or Assistants) in developing and maintaining strong relationships with a diverse portfolio of clients to increase use of products and services.
  • Direct and assist clients with daily funding, responding to inquiries with accurate and detailed information.
  • Through the company training program, developing an understanding of the invoice factoring service and related products to explain and promote effectively to customers.
  • Efficiently performing the administration and paperwork for completed or in-progress transactions.
  • With a strong attention to detail, reviewing documents for accuracy.
  • Completing credit checks and making collection calls as required.
Requirements:
  • Minimum of 13 years account executive or related experience with proven ability to generate satisfied customers and repeat business.
  • A background in business or finance is a strong asset.
  • Dynamic and driven to achieve results in a must.
  • IT literate and numerically adept.
  • Willing/eager to learn and develop basic knowledge of the financial sector, as well as company-specific products.
Benefits:
  • Room to grow within the company and develop your career further.
  • Competitive wages based upon experience.
  • The tools and technology needed to do the job to the best of your ability.
  • Collaborative, fun, and easy-going type of environment.
  • Full benefits package (extended health care, dental, vision, and life).
  • Free parking.

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