Sales Support Coordinator

“I can succeed as a Sales Support Coordinator at Capital Group.”

As one of our Sales Support Coordinators based in the Toronto office, you’ll play a critical role on our Site Sales team by partnering with external Sales Force Members in Ontario. You’ll provide essential administrative support by scheduling client meetings, coordinating and arranging travel for the wholesaler, managing outbound communications such as calls and scheduling emails.

Key Responsibilities:

• Schedule client meetings with financial advisors and arrange travel for the wholesaler.
• Make outbound calls, send scheduling emails, follow up on meeting requests.
• Plan events, secure venues or restaurants, coordinate catering, send invitations, and track RSVPs.
• Utilize scheduling tools in our CRM system (Salesforce), maintain client profiles, send out marketing materials and complete ad hoc requests. Prepare compliance documents.
• Track and monitor expenses and business promotional activities in a timely and accurate manner, ensuring all expenses and activities comply with company policies and industry regulations.
• Provide administrative support, including maintaining daily and weekly sales reports.

 

“I am the person Capital Group is looking for.”

 

• You have bachelor’s degree with a preference in business.
• You have 1-3 years of solid background insales/marketing, including calling in the financial industry.
• You understand and anticipate the needs of customers and provide them with the highest level of service.
• You have strong organizational and time management skills.

• You’ve had previous experiencecoordinating complex meetings and events involving participants in multiple locations, compiling meeting agendas, reserving meeting spaces, and arranging catering and all details.

• Your background includes plenty of examples of times when you’ve taken initiative to raise issues, solve problems and get things done.
• You can work independently and as part of a team.

• You have proficiency in Microsoft Office Suite and Salesforce, and you can leverage AI to work effectively.

• You are a collaborative team player who thinks outside the box to find creative solutions.

• You have strong attention to detail, and able to identify potential issues or problems before they arise then take proactive steps to address them.

The role requires 4 office days in our downtown Toronto office on Mon. Tues. Wed. and Thurs. and allows 1 WFH days on Fri.

“I can apply in less than 4 minutes.”

You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.

Canada Base Salary Range: $66,328.00 - $106,125.00

Capital offers a competitive compensation package that includes eligibility for two bonus programs and a contribution to the group retirement plan (subject to requirements of each plan).

You can learn more about our compensation and benefits here.

Temporary positions are excluded from the above-mentioned compensation and benefit plans.

For Quebec based roles: As this role will closely collaborate with colleagues in offices throughout North America, it is a necessary requirement for the candidate to speak English.

This job posting is to hire for a current vacancy.

We use Artificial Intelligence (AI) enhanced tools that include features to help us match the skills and interests that applicants provide in their resume and job application to the position requirements. Such AI features support our hiring team to make final hiring or assessment decisions. All AI features utilized in our technologies include a human in the loop approach.