Institutional Sales Coordinator

Fidelity CanadaToronto, ON
CA$71,000 - CA$81,000Hybrid

About The Position

The Institutional Distribution business provides a comprehensive range of flexible, high-quality solutions for Canadian institutional plan sponsors and their plan members. Through our team of sales, relationship management and consultant relations professionals, Institutional Distribution offers solutions for corporate and public defined benefit and defined contribution pension plans, endowments and foundations that cover all major and specialized asset classes. As an integral member of the Institutional Distribution team, you will work closely with various VPs and their teams to support the day-to-day operations of the department. You will interact with all levels of the organization, both internal/external clients, and act as the primary contact for all administrative needs, requests and inquiries.

Requirements

  • Minimum of 1-2 years' experience in an administrative assistant role
  • Completion of post-secondary education (college diploma or university degree)
  • Proficient with the MS Office Suite including PowerPoint and Excel, and able to readily learn new systems

Nice To Haves

  • Completion of or enrollment in the Canadian Securities Course (CSC) or the Canadian Investment Funds Course (IFIC) is an asset
  • Salesforce would be an asset
  • You have a strong sense of professionalism and diplomacy with demonstrated ability to establish and maintain relationships with internal and external business partners
  • You possess demonstrated strength in time management and organizational skills with the ability to multi-task in a fast-paced work environment with minimal supervision
  • You are highly motivated, detail-oriented, and eager to learn

Responsibilities

  • Provide administrative support for various Institutional Distribution VPs and their management team
  • Plan and coordinate client meetings, special functions and events for industry professionals, both on and off site
  • Support the coordination and administration of marketing campaigns
  • Manage the continuous data integrity process for sales reporting requirements including preparing and revising presentations, reports and databases
  • Run reporting, and manage other ad-hoc requests for the team
  • Participate in the development and implementation of special projects as assigned

Benefits

  • Competitive annual wage range of $71,000 to $81,000
  • Discretionary Performance Bonus
  • RRSP contribution after 6 months of employment
  • Flexible working arrangements - 100% remote, hybrid, and in office options
  • Comprehensive health benefits that start on your first day, with 100% employer-paid premiums
  • Up to $6000 annually for mental health services and therapy
  • Parental leave top-up to 100% of your salary for a period of 25 weeks
  • Up to $650 for home office equipment
  • Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice
  • Diversity and inclusion programs, including an active network of Employee Resource Groups
  • Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation
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