National Field Assistant

Co-operators • Burlington, ON

9d • Hybrid

About The Position

The National Field Assistant provides administrative support to the Sales Enablement & Operations and Distribution Sales Team in obtaining business and servicing clients. This role gathers and summarizes data for reports, prepares client presentations, maintains databases and various reports, and liaises with clients.

Requirements

• You have a post-secondary education.
• You have a minimum of 1 year of administrative experience in a sales environment.
• You are proficient with Microsoft Office tools.
• You have a professional knowledge in insurance or financial products.

Nice To Haves

• Bilingualism in English and French is an asset.

Responsibilities

• Lead the maintenance and support process oversight and reporting of client data within CRM and sales monitoring tools including creating new contacts to support sales and learning processes and ensuring accuracy in internal account assignments
• Support learning management system administration and manage learning offering set up and client facing learning calendar.
• Collaborate with distribution and mark conduct ensuring adherence of mandatory learning requirement in the LMS.
• Monitor and respond to department and client facing email box meeting defined service standards (ex. inquiries related to locating internal communications).
• Leads the quality assurance process for all learning offerings within design & development processes.
• Support the administration of department led initiatives and programs supporting adherence to organizational best practices and regulatory requirements (ie: Creditor monitoring program , activity tracker etc)
• Support and participate in various special projects including gathering, data and providing reporting to support decision making.
• Prepare and track vendor payments, cheque requisitions, and expense report.

Benefits

• Training and development opportunities to grow your career.
• Paid time off to support your personal and family needs.
• A holistic approach to your well-being, with a supportive workplace culture.
• Paid volunteer days to give back to your community.
• A comprehensive total rewards package, including competitive salary, pension and benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree