Coordinator, Sales - Montréal, Canada - Lysander Funds
3 weeks ago
Description
Job Title:
Coordinator, Sales
- Company: Lysander Funds Limited
- Location: Montréal, QC
We offer investment products to investment and mutual fund advisors and their clients with the aim of helping investors reach their long-term financial goals.
We have an entrepreneurial culture that values hard work, honesty, and flexibility.
The Coordinator, Sales will work closely with the Regional Sales Teams to manage a region of existing and prospective Investment Advisors in Quebec.
The Coordinator will work successfully in a team environment and build effective and collaborative working relationships inside and outside the team while maintaining professionalism and a passion for sales.
This role reports to the Vice President, Sales Operations.This is a full-time role working from the Montréal office of Lysander Funds.
Responsibilities
- Manage and support sales territories through inbound and outbound advisor communications in English and French.
- Work closely with the sales teams to proactively manage schedules and priorities.
- Assist in the development of presentations and marketing kits.
- Support the administration of CRM software and other programs.
- Support marketing and compliance efforts as needed.
- Other duties as assigned.
Qualifications
- Fluent in English and French.
- College diploma or undergraduate degree
- Familiarity with the financial services industry, including products and regulations.
- Good organizational skills with a high attention to detail.
- High quality written and verbal communication skills.
- Professional knowledge of MS Office (Word, Excel, Outlook, PowerPoint).
- Ability to work collaboratively to achieve team goals.
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