Sales Support Specialist

Questrade Financial Group • Toronto, ON

11d • Hybrid

About The Position

Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. QFG uses cutting-edge technology to help Canadians become much more financially successful and secure. At QFG, human-centric collaboration is combined with AI-driven innovation to redefine financial services. The ideal candidate will be a catalyst for change, using AI to transform and deliver unparalleled customer experiences and shaping a future where AI empowers teams to do their best work. This position will support the Sales & Distribution team by leading the various reporting for the Sales and Origination business, including Monthly and Annual tracking along with key internal business reporting. Reporting to the Manager, National Sales Support, the Sales Support Specialist will support the Manager in administrative and sales functions for the Residential Lending portfolio. The goal of the Specialist is to support the Sales & Distribution Team to fulfill department objectives which in turn, will support corporate goals, while leveraging AI to create efficiencies within their work.

Requirements

• Have superior interpersonal and relationship building skills.
• Have strong knowledge of business software including Salesforce, Google and Microsoft office.
• Have solid written and verbal business communication skills.
• Are capable of handling multiple tasks and meeting stringent deadlines.
• Are self-motivated, confident and capable of working both independently and in a team environment.
• Can bring a positive, can-do attitude to our organization, using creative solutions to solve problems.
• Can establish and build on healthy working relationships with your team and peers.

Nice To Haves

• Have 1 year of reporting related work (preferred).

Responsibilities

• Support the Manager through activity management and other administrative support.
• Administrate the Broker/Partner status program, including monthly commission reporting, working with cross function teams on program updates and determining broker eligibility.
• Prepare and edit professional presentations (Sales meetings, broker feedback, etc.)
• Partner with the Events and Marketing team on ad hoc assignments.
• Manage national events calendar for Sales Team.
• Maintain on-going Sales Reporting and Volume Bonus Reporting.
• Complete weekly, monthly and quarterly reporting on behalf of the Sales & Distribution Team.
• Prepare commission reporting.
• Follow AML procedures on all files with an emphasis on “Know Your Client” rules.
• Identify continuous improvement opportunities.
• Adhere to compliance and operational risk controls in accordance with company’s policies and procedures.

Benefits

• Health & wellbeing resources and programs
• Paid vacation, personal, and sick days for work-life balance
• Competitive compensation and benefits packages
• Work-life balance in a hybrid environment with at least 3 days in office
• Career growth and development opportunities
• Opportunities to contribute to community causes
• Work with diverse team members in an inclusive and collaborative environment
• a comprehensive benefits plan and a competitive incentive (bonus) program for Full-Time Permanent roles

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees