Sales T&E Analyst

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Toronto Office💼 Full-time💰 $54,000–$54,000🗓 2026-06-11 → 2026-07-31

Core

Gather and enter travel and entertainment expenses for sales teams into Concur and Salesforce systems.

Role type

Administrative Analyst (Sales T&E)

Builds

Monthly expense reports and monitoring/trending reports for sales teams

Domain

Financial services / Mutual funds

Deliverable

Dashboards & analysis

Required skills

Data entry, Report generation, Salesforce proficiency, MS Office (Excel, Word, PowerPoint, Outlook), Adobe Acrobat

Preferred skills

Financial services industry knowledge, IFIC course, Canadian Securities Course (CSC), NI 81-105 knowledge

Responsibilities

Prepare and remit monthly travel and entertainment expense reports, Liaise with sales teams and internal departments, Build monitoring and trending reports

Seniority

Entry-level to Junior

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