Sales Support Specialist
Questrade Financial Group (QFG) provides a variety of financial services and is seeking a Sales Support Specialist to support the Sales & Distribution team. The role involves leading reporting for the Sales and Origination business and supporting the Manager in administrative and sales functions for the Residential Lending portfolio.
Responsibilities
- Support the Manager through activity management and other administrative support
- Administrate the Broker/Partner status program, including monthly commission reporting, working with cross function teams on program updates and determining broker eligibility
- Prepare and edit professional presentations (Sales meetings, broker feedback, etc.)
- Partner with the Events and Marketing team on ad hoc assignments
- Manage national events calendar for Sales Team
- Maintain on-going Sales Reporting and Volume Bonus Reporting
- Complete weekly, monthly and quarterly reporting on behalf of the Sales & Distribution Team
- Prepare commission reporting
- Follow AML procedures on all files with an emphasis on 'Know Your Client' rules
- Identify continuous improvement opportunities
- Adhere to compliance and operational risk controls in accordance with company’s policies and procedures
Skills
- Have superior interpersonal and relationship building skills
- Have strong knowledge of business software including Salesforce, Google and Microsoft office
- Have solid written and verbal business communication skills
- Are capable of handling multiple tasks and meeting stringent deadlines
- Are self-motivated, confident and capable of working both independently and in a team environment
- Can bring a positive, can-do attitude to our organization, using creative solutions to solve problems
- Can establish and build on healthy working relationships with your team and peers
- Have 1 year of reporting related work
Benefits
- Health & wellbeing resources and programs
- Paid vacation, personal, and sick days for work-life balance
- Competitive compensation and benefits packages
- Work-life balance in a hybrid environment with at least 3 days in office
- Career growth and development opportunities
- Opportunities to contribute to community causes
- Work with diverse team members in an inclusive and collaborative environment
Company Overview