What are the responsibilities and job description for the Sales Support Coordinator position at Capital Group Companies?
“I can succeed as the Sales Support Coordinator at Capital Group.”
We are seeking a Sales Support Coordinator who is fluent in English to join our team in Toronto. In this role, you will provide essential administrative support to your team, partnering with a wholesaler and regional wholesaler to cover a geographic territory, and collaborating with other associates within the organization.
Your responsibilities will include coordinating a client meeting scheduling strategy with your sales team, scheduling client meetings for the wholesaler, arranging travel, preparing correspondences and compliance documents, tracking expenses and business promotional activities, and planning events. You will also make outbound calls, send scheduling emails, follow up on meeting requests, maintain sales reports, coordinate meeting logistics, confirm meetings, and reschedule canceled meetings.
Additionally, you will send literature and other requested marketing materials to clients, coordinate travel arrangements for your wholesaler (e.g., airfare, hotel, transportation), secure event venues or rooms, coordinate catering, send event invitations, and track RSVPs for your territory events. You will track and monitor expenses and business promotional activities in a timely and accurate manner, ensuring that all expenses and activities comply with company policies and industry regulations.
A typical day may include scheduling client meetings, utilizing scheduling tools in our CRM system (Salesforce), maintaining client profiles, sending out marketing materials, expense reporting, and completing ad hoc requests.
“I am the person Capital Group is looking for.”
- You have excellent communication skills in written and verbal forms, in English.
- You hold a bachelor's degree, preferably in business.
- You have 3-5 years of solid experience in sales/marketing, including calling in the financial industry.
- You possess strong organizational and time management skills.
- You have previous experience coordinating large, complex meetings and events involving participants in multiple locations, compiling meeting agendas, reserving meeting spaces, and arranging catering and all details.
- Your background includes numerous examples of times when you have taken the initiative to raise issues, solve problems, and get things done.
- You can work independently and as part of a team.
- You are proficient in Microsoft Office Suite and Salesforce, and you can leverage Excel to manipulate data effectively.
- You focus on the small details that can make a big difference in the success of a meeting, event, or sales opportunity.
- You have strong attention to detail and can identify potential issues or problems before they arise, then take proactive steps to address them.
- You understand and anticipate the needs of customers and provide them with the highest level of service.
The role requires three office days in our Toronto office on Tuesday, Wednesday, and Thursday, and allows two work-from-home days on Monday and Friday.
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits
here
.- Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.
We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
