Sales Coordinator
Fidelity Investments Canada - Montréal, QC

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Business Overview:

The Fidelity Advisor business provides Fidelity mutual funds to investors through a network of third-party brokers and financial advisors. As a mutual fund manufacturer, Fidelity strives to provide a complete line of products and services which meet the needs of all investors seeking investment vehicles for both short and long term investments. It is the primary goal of Fidelity to support investment professionals as they endeavour to prepare their clients for retirement and other significant life goals which demand focused financial management.

What you will do:

A member of the Advisor Sales Team, the Sales Coordinator partners with the District VP (wholesaler) and District Sales Associate (inside wholesaler) to provide essential support integral to the successful completion of the sales cycle. This includes:

Providing administrative support including managing the wholesaler's calendar, making travel arrangements, preparing monthly Travel and Expense (T&E) reports etc
Coordinating sales events including participating in events as required
Acting as the primary co-op marketing and compliance administrator for the designated sales teams
Managing the continuous data integrity process for internal sales reporting requirements including preparing and revising presentations, reports and databases

To succeed in this opportunity, you will possess:

A University degree
Must be bilingual in French and English
Experience in an administrative support or customer service role
A professional articulate phone manner
A self-confident, friendly and pro-active personality
A motivated and 'eager to learn' attitude
Ability to work in a team as well as independently in a quick paced environment
Excellent written and oral communication skills
Strong computer skills in MS Office (Excel, Word, PowerPoint, Outlook) and Adobe Acrobat

If you are interested in this role, please apply on