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District Sales Associate

2 months ago

Montreal, Quebec, Canada Mackenzie Investments Full time

About the Role

Mackenzie Investments is seeking a highly organized and detail-oriented District Sales Associate to provide administrative support to our sales teams. The successful candidate will be responsible for overseeing territory management, scheduling events, and preparing correspondence.

Key Responsibilities

  • Prepare and maintain sales coverage forecasts
  • Schedule and coordinate territory and corporate events
  • Prepare correspondence, special mailings, and client reports
  • Order promotional items and team product/marketing materials
  • Sort and prioritize incoming client mail and emails
  • Assist with special events and maintain client information in our CRM database
  • Facilitate weekly team meetings and prepare internal reports
  • Process sales practices requests and team expenses

Requirements

  • Related post-secondary education
  • Advanced knowledge of MS Word, Outlook, and Excel
  • Excellent communication and interpersonal skills
  • Ability to work well under pressure and independently
  • Knowledge of the mutual fund industry and Mackenzie products

What You Can Expect

  • Opportunity to learn about and gain exposure to a dynamic sales team
  • Coaching and support from direct manager and sales team
  • Proven prioritization, attention to detail, and organizational skills