Coordinator, Sales Support – Utility Trailers
About The Position
Reporting to the Team Lead, Sales Support, the Coordinator will assist the Sales Support - Utility Trailers team with various aspects of transaction processing. This includes reviewing documentation, ensuring compliance with company policies and procedures, and properly managing the email inbox. The incumbent will interact with external partners and internal departments (credit, customer service, audit, and accounting) to gather additional information, obtain or make corrections to documents, and provide support or clarification. This is a temporary position (approximately 3 months).
Requirements
- Bilingualism (French-English) to serve clients across Canadian provinces
- Must demonstrate proactivity and the ability to work both collaboratively and independently
- Strong attention to detail
- Ability to prioritize, multitask, and take initiative
- Strong interpersonal and organizational skills
- Proficiency with computer tools and proven experience with office software and email applications: Microsoft Office, Outlook
- Relevant experience in an administrative or sales-related role
- General education in administration, accounting, or office management (VSD, ACS, or DCS)
Nice To Haves
- Experience with Vision
- Experience with Salesforce
Responsibilities
- Validate the compliance of missing documents, including the Ultimate Beneficial Owner (UBO) form, and transfer the complete file to the Validation 2 team once the review is completed
- Complete the required checklist during the validation of the signatory’s identity
- Monitor the team’s primary email inbox and forward credit requests
- Generate balances / buyouts for clients or vendors using the Salesforce application
- Follow up with clients and vendors regarding UBO forms when these are not received or require correction
- Generate PDF copies of contracts and addenda in Vision to prepare for Validation 1, and upload them to the shared folder
- Perform other related tasks as needed
Benefits
- Temporary full-time position
- Flexible work environment with the possibility of working in the offices of: Laval, QC
- Flexible work environment with the possibility of working in the offices of: Montreal, QC
- Flexible work environment with the possibility of working in the offices of: Trois-Rivières, QC
- Flexible work environment with the possibility of working in the offices of: Burlington, ON
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
