Sales T&E Analyst

Fidelity Canada • Toronto, ON

6d • CA$54,000 - CA$71,000 • Hybrid

About The Position

Reporting to the Manager, Sales - Travel & Entertainment (T&E), the Analyst is to gather all travel and entertainment expenses for the Wholesalers, Inside Wholesalers and Sales Associates and enter them into the Travel and Expense system (Concur), as well as the contact management system, Salesforce, in a timely and accurate manner.

Requirements

• Post-secondary education or equivalent work experience required.
• More than 3 months of experience in an administrative role, preferably in a sales environment required.
• Experience in the financial services/mutual fund industry.
• Experience with Salesforce is required.
• Excellent writing, oral communication, and analytical skills.
• Team player and can work independently with various individuals from different business units.
• Excellent organizational skills and attention to detail.
• Strong knowledge of MS Office (Word, Excel, PowerPoint, Outlook), Adobe Acrobat.
• Ability to work in a fast-paced environment with minimal supervision.

Nice To Haves

• IFIC course or Canadian Securities Course (CSC) is an asset.
• Knowledge of NI 81-105 is an asset.

Responsibilities

• Prepare and remit monthly travel and entertainment expense reports on behalf of the Sales teams
• Liaise and build effective relationships with the Sales teams and other internal departments
• Build monitoring/trending reports and provide support to Manager, Sales T&E

Benefits

• Base Salary and Discretionary Performance Bonus: A competitive annual range of $54,000 to $71,000, based on your experience and qualifications
• RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution with no employee matching required

What This Job Offers

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