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Sales Associate
Location:
Toronto
Description:
Requisition ID: 190260 Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs Job Summary : As a Sales Associate with Dynamic Funds, your primary responsibilities will involve processing expense reports, maintaining business contracts and verifying details in CRM. Sales Administrative Specialist support the Sales Team by completing expense reports in a timely manner, working closely with Compliance to ensure proper due diligence is maintained on events and works with vendors to coordinate completion of contracts. The Opportunity: At Dynamic Funds we strive to beat the market, not be the market, by encouraging opinions and creativity that allow our employees to deliver to their full potential. The ideal candidate will successfully perform these tasks, as a learning opportunity, to become a candidate for an Inside Sales Representative position within a few years. Responsibilities include : Completing expense reports for Wholesalers by collecting and scanning receipts, inputting any necessary information into the CRM and initiating the (workflow) approval process; Charges expenses to correct G/L codes and cost centers by analyzing receipts and invoices; recording entries; Protects organization's value by verifying Dynamic Sales Policies and Procedures spending limits are properly maintained; Solicits contracts from vendors on behalf of Dynamic Sales: Creates and manages a contracts strategy; Works closely. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
December 15 2023 on ListedBuy
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More About this Listing: Sales Associate
Sales Associate is a Other Art & Media Jobs Sales Associate Job at Scotiabank located in United States. Find other listings like Sales Associate by searching Oodle for Other Art & Media Jobs Sales Associate Jobs.
Sales Associate is a Other Art & Media Jobs Sales Associate Job at Scotiabank located in United States. Find other listings like Sales Associate by searching Oodle for Other Art & Media Jobs Sales Associate Jobs.