Questrade Financial Group
Questrade Financial Sales Support Specialist
Job Description
Join the Questrade Financial Group as a Sales Support Specialist in a hybrid work setting. This position focuses on enhancing the Sales & Distribution team’s efficiency through robust administrative support and valuable reporting.
As a Sales Support Specialist, you will work closely with the Sales Manager, providing essential reporting for the Sales and Origination sectors. Key duties include managing the Broker/Partner program and ensuring compliance with operational guidelines. Your proactive approach coupled with AI-driven techniques will foster improvements in workflow efficiency.
Key Responsibilities:
• Assist the Sales Manager with reporting and activity management
• Administer the Broker/Partner program and commission tracking
• Collaborate on professional presentations and marketing projects
• Manage national Sales Team event schedules
• Continuously identify opportunities for operational enhancements
Requirem...
As a Sales Support Specialist, you will work closely with the Sales Manager, providing essential reporting for the Sales and Origination sectors. Key duties include managing the Broker/Partner program and ensuring compliance with operational guidelines. Your proactive approach coupled with AI-driven techniques will foster improvements in workflow efficiency.
Key Responsibilities:
• Assist the Sales Manager with reporting and activity management
• Administer the Broker/Partner program and commission tracking
• Collaborate on professional presentations and marketing projects
• Manage national Sales Team event schedules
• Continuously identify opportunities for operational enhancements
Requirem...