Institutional Sales Coordinator
Core
Administrative support for Institutional Distribution VPs and management teams, coordinating client meetings, events, and marketing campaigns.
Role type
Administrative Assistant
Builds
Operational support for institutional sales and relationship management teams
Domain
Financial Services / Institutional Sales
Deliverable
Dashboards & analysis
Required skills
Time management, organizational skills, MS Office Suite (PowerPoint, Excel), data integrity management, presentation preparation
Preferred skills
Canadian Securities Course (CSC) or Canadian Investment Funds Course (IFIC), Salesforce proficiency
Responsibilities
Provide administrative support for VPs and management team, plan and coordinate client meetings and events, support marketing campaign coordination, manage data integrity for sales reporting, run reporting and ad-hoc requests, participate in special projects
Seniority
Entry-level to Junior