Territory Sales Coordinator (Mutual Fund) - Vancouver

  • Category
    Accounting & Finance - Finance
  • Job type
  • Location
    Vancouver, British Columbia

Adecco is currently hiring for a Territory Sales Coordinator in Vancouver, BC. This position is responsible for the administrative and sales support Territory Wealth Management Sales Teams. Would like someone who has administrative background and has an interest in the financial industry. The candidate will work with 2 sales teams consisting of an internal and external wholesaler. 

Our client is a large, reliable and reputable organization within the financial services industry. This Territory Sales Coordinator role is a 3 months contract and has a pay rate of $17.85 per hour. There is possibility that this will turn into a permanent position if it is the right candidate.

Territory Sales Coordinator Responsibilities (but are not limited to):
• Collaborate with Advisors, Manager and Compliance to administer dealer support requests 
• For mutual fund requests, ensure compliance with National Instrument 81-105 Mutual Fund Sales Practice Rules by following internal policies and procedures 
• For non-mutual fund requests, ensure compliance with Internal Sales Practice Guidelines 
• Communicate appropriate issues in a timely manner to Manager for resolution
• Process, track, and maintain all territory expenses 
• Process invoices and prepare cheque requisitions 
• Complete a variety of office administrative duties for each territory
• Act as your team’s reporting specialist. 
• Build relationships and collaborate with key partners across the organization to facilitate Sales Team and Advisor requests 
• Maintain current Advisor records in SalesForce.com 
• Manage Wholesaling team’s weekly distributions lists and e-marketing campaign strategy. 
• Utilize Excel to produce reports for sales analysis (Pivot Tables, V Look Ups, Marcos)
• Assist your Wholesaling teams in strengthening relationships with Advisors through planning and organizing educational and business promotional events/activities

Territory Sales Coordinator Qualifications
• Canadian Securities Course (CSC) or IFIC course is considered an asset 
• Strong interpersonal, communication and relationship management skills 
• Strong PC skills with experience using Microsoft Office, especially Word and Excel; ability to learn new technologies quickly 
• Familiar with Customer Relationship Management tools and Mass Email Applications. 
• Experience in Mutual Fund business or brokerage/financial planning industry is an asset 
• Ability to balance multiple priorities while maintaining a high degree of accuracy and attention to detail 
• Flexible and adaptable when dealing with change, including changing priorities and tight deadlines 
• Strong problem-solving skills and analytical skills; ability to investigate problems without supervision 
• Fast learner and self-starter, who takes initiative and thrives in a fast-paced work environment 
• Demonstrate tact and professionalism and maintain confidentiality 

If you are interested in this Territory Sales Coordinator in Vancouver, BC., please apply to this posting today! Also, please visit our Adecco website to check out other opportunities available at www.adecco.ca


  • Apply with Adecco

Reference number CA_EN_1_026602_12096942

Accommodation will be provided in all parts of the hiring process as required under Adecco’s Employment Accommodation policy. Applicants will need to make their needs known in advance to their Adecco representative.

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