Intern, Sales Operations - Toronto, Canada - Picton Mahoney Asset Management

Picton Mahoney Asset Management

Verified Company

Toronto, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Our Company

Picton Mahoney Asset Management ("PMAM") was founded in 2004 to provide unique investment solutions to institutional, retail and high net worth investors in Canada and around the world.

We are proud to say that we are 100% employee-owned and manage approximately $10 billion in sub-advisory, pension plan and hedge fund assets on behalf of our clients.

We are honoured to make the ranks as one of Canada's Top-8 Employers as recognized through Great Place to Work in 2020 and 2021, Canada's 2020 and 2021 Best Workplaces in Financial Services & Insurance, 2021 Best Workplaces for Women, 2021 Best Workplaces for Inclusion, and 2020 and 2021 Best Workplace in Ontario.

The core values at Picton Mahoney guide the employee experience and contribute to the culture which fosters strong, transparent relationships.

Why Work at Picton Mahoney
?

Picton Mahoney Asset Management is a place where employees can be proud of building a rewarding career that offers growth and the opportunity to evolve within a supportive culture that focuses on professional development.

Over the past 15 years, we have learned from feedback and have developed strategies and programs that enhance employee engagement and improve the employee experience.

As our values state:
_We work together; fully engaged and aligned. We support each other, and our actions contribute to the strategic goals of our firm.

We are highly focused on continuous improvement while driving positive change and stronger results across our team and the firm.

We believe in _integrity and always "doing the right thing" for our clients, colleagues and the firm. We are committed to performance, excellence and winning.

At Picton Mahoney, "stepping up" is an action, not a thought, which results in the development and implementation of those ideas.

We accept full responsibility for personal performance and results.

We believe in being open when providing and receiving feedback, because it makes us better at what we do best.

_

The Opportunity

Responsibilities of the Role

Data entry and data administration within our Salesforce CRM database. Initiatives would relate to marketing insights, client information and sales activities.
Leverage the data within the CRM to provide insightful reporting to the regional sales teams as well as the Sales Operations manager. Implement process improvement whenever possible.
Generating timely ad hoc sales reporting for Finance & management team.
Provide occasional assistance to sales support and Marketing teams with administrative duties.
Deliver effective sales support to Sales team with emphasis on the external team.

The Qualifications and Experience Required

Recent graduate or graduating student working toward achieving postsecondary degree or diploma in relevant discipline.
Previous experience in an administrative support role is preferred.
Previous experience with a CRM platform such as Saleforce is considered an asset.
Intermediate knowledge of MS Word, Outlook, PowerPoint and Excel.
Excellent communication skills, both written and verbal.
Exceptional interpersonal and organizational skills including attention to detail.
Ability to work well under pressure.
Ability to work independently and in a team environment.

Competencies of a Successful Leader at Picton Mahoney
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Results-Oriented: Does everything to be as productive as possible; keeps 100% focused on work; takes initiative to start and complete tasks.
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Collaboration: Relates well to all kinds of people, up, down and sideways, inside and outside the organization. Builds appropriate rapport; Builds constructive and effective relationships using diplomacy and tact; Can diffuse even high-tension situations comfortably.
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Critical Thinking: Able to objectively examine assumptions and beliefs; Makes decisions that impact problems at their cause rather than just the symptom; Uses a decision-making approach that is fair and accurate; Demonstrates insightful understanding of the organizational context and priorities; Foresees long-term implications of proposed positions.
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Customer Focus: Communicates in a positive manner, especially when handling complaints or conflict; efficiently obtains additional resources as needed to satisfy customer needs. Can refer internal or external people to the correct person in the organization
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Cultivates Innovation: Total understanding of the marketplace for products and services (what are the benefits to your customer and why do they buy your product); Is able to select from among many possible creative ideas for new products and services, those which would have the highest likelihood of success in the marketplace; Taking the raw idea and managing the transition to a successful product or process in the marketplace.
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Functional/Technical Skills: Understands technical expectations of the job and uses all resources available to improve effectiveness within