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Sales Coordinator At BMO Financial Group

Location: Toronto, Ontario

Job Description

The Sales Coordinator is part of a high functioning Regional team supporting BMO Global Asset Management’s Regional Salesforce with superior level administrative support.

Accountabilities:

  • Respond to incoming requests from the Advisory sales team in a timely and courteous manner
  • Take ownership of requests and liaises with sales teams, clients and business partners to ensure policies and practices are followed for successful completion
  • Coordinating regional events, branch meetings and product manager presentations which includes booking venues, catering, assisting with materials, confirming attendance
  • Administer the processing of Sales Marketing requests such as; Co-ops, Donations and Sponsorships in partnership with regional sales teams and Compliance business partners
  • Booking travel including air, hotel and transportation for the sales team
  • Processing the sales teams expenses, cheque requests and handling MasterCard escalation on behalf of the team
  • Assist with ad hoc special requests as required

Qualifications

The following qualifications will assist the successful candidate in accomplishing these functions:
  • Related Post-Secondary education
  • Advanced knowledge of MS Word, Outlook and Excel
  • At least 3 years of superior administrative and customer service excellences
  • Self-Starter with a positive and professional demeanor
  • Excellent communication skills, both written and verbal
  • Excellent interpersonal and organizational skills
  • Ability to work well under pressure, multi-task, prioritize and attention to detail
  • Ability to work independently and in a team environment
  • Foster a sales culture of superior customer satisfaction
  • Knowledge of the mutual fund industry and National Instrument NI 81-105 are assets


We’re here to help

At BMO we have a shared purpose; we put the customer at the centre of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://bmocareers.com/ .

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Job

Wealth Management

Primary Location

Canada-Ontario-Toronto

Organisation

BMO Asset Mgmt & Intl-X006597

Schedule

full-time

Job Posting

09/14/18

Unposting Date

09/18/18