Adjoint(e) aux ventes
Core
Provides full administrative and operational support to district vice-presidents and the team, including sales reporting, database management, and coordinating national broker events.
Role type
Administrative Assistant (Sales & Business Development)
Builds
Sales reports, asset reports, marketing content, and event logistics for brokers
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis | client delivery
Required skills
Sales reporting, database management, event coordination, expense reporting, meeting planning, product/marketing updates, resource database maintenance, calendar management
Preferred skills
College degree, securities industry certifications
Technologies
MS Word, Excel, PowerPoint
Responsibilities
Prepare sales and asset broker reports, answer calls and correspondence, coordinate marketing content and national broker events, organize promotional items, fill expense reports, summarize product and marketing updates, review and distribute monthly reports, update broker resource database, schedule meetings
Seniority
Junior, entry-level support