Banking Sales Coordinator–Financial Services & Asset Management
Are you highly organized with a knack for supporting sales teams? Apply Now!
Working with one of our top financial clients, this role calls for a Banking Sales Coordinator–Financial Services & Asset Management. This position involves providing essential operational, administrative, and process support to the advisor sales channel, enabling Relationship Managers and the Product Specialist teams to focus on revenue-generating activities. The role offers an excellent opportunity for career development within a dynamic financial services environment.
Pay rate range (CAD): $30.43/hr – $36.52/hr
Responsibilities
- Provide comprehensive sales coordination and administrative support to the Advisor Sales Team and Product Specialist teams, acting as a central point of contact for daily operations and ad-hoc needs.
- Collaborate closely with sales, marketing, events, investment, and operations teams to ensure seamless execution of processes and drive continuous improvement in sales support activities.
- Track, maintain, and report on activities across Relationship Managers and Product Specialist teams to support leadership insights on coverage and effectiveness.
- Support onsite sales team needs, including printing, shipping sales materials, managing physical collateral, and preparing meeting spaces.
- Coordinate sales materials, promotional items, and logistics for meetings, internal initiatives, and client engagement activities.
- Assist with internal meetings, including preparing meeting rooms and managing basic catering arrangements such as water and coffee setups.
- Process expense reports, administrative requests, and sponsorship documentation with accuracy and timeliness.
- Lead and execute small sales team-led events for groups of up to approximately 20 participants.
- Manage expense reports for sales team members efficiently.
Desired Skill-Set
- University degree or equivalent experience.
- Minimum of 3+ years’ experience in financial services, asset management, sales support, or client service.
- Proven experience in administrative support, sales support, and operational coordination.
- Strong communication skills, both written and verbal.
- Well-versed in event management, including planning and execution.
- Adept at project management and process enforcement.
- Experience supporting sales or distribution teams.
- Excellent proficiency with Microsoft Office tools, including Outlook, Teams, Word, Excel (Macros, VLOOKUPs), and PowerPoint.
- Basic understanding of investment products and sales-driven firm's operations.
- Ability to prioritize and manage multiple tasks effectively in a fast-paced environment.
Nice to Have
- Experience supporting senior leadership and internal stakeholders.
- Knowledge of financial services or asset management industries.
- Additional skills in PowerShell or SQL.
- Experience supporting or coordinating marketing or internal initiatives.
- Ability to adapt to changing priorities and contribute to process improvements.
BeachHead is an equal opportunity agency and employer. We advocate for our candidates and welcome applicants regardless of race, color, religion, national origin, sex, age, or physical or mental disability. BeachHead or our clients may use technology-enabled tools, including automation and artificial intelligence (AI), to support parts of the recruitment process such as resume screening, application management, and candidate matching. These tools assist our recruiters and our clients, and do not replace human decision-making. This job posting represents a current or anticipated vacancy. The position may be filled at any time, and the posting may be removed without notice once the role has been filled.