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Sales Coordinator - Canada

PIMCO
Canada, Toronto
Posted about 14 hours ago Permanent Competitive
Sales Coordinator - Canada
About Us:

We are PIMCO, a leading global asset management firm. We manage investments and develop solutions across the full spectrum of asset classes, strategies and vehicles: fixed income, equities, commodities, asset allocation, ETFs, hedge funds and private equity. PIMCO is one of the largest investment managers, actively managing more than $2.2 trillion in assets for clients around the world. PIMCO has over 3,070 employees in 22 offices globally. PIMCO is recognized as an innovator, industry thought leader and trusted advisor to our clients.
PIMCO is one of the world's premier fixed income investment managers with thousands of professionals around the world united in a single purpose: creating opportunities for our clients in every environment. Since 1971, we have brought innovation and expertise to our partnership with the institutions, financial advisors and millions of individual investors who entrust us with their assets. We aspire to cultivate performance and leadership through empowering our people, diversity of thought, and a commitment to an inclusive culture that engages in our global communities.

Position Description:

As a key member of the sales team, the Sales Coordinator will work in close partnership with the Account Manager and the Account Associate to provide day-to-day administrative support to help support the territory and grow the business. The Sales Coordinator will contribute by assisting in the sales planning and management of the territories, productivity goals and the organizing of various sales and marketing events.

This role is required to work onsite in either Montreal or Toronto.

Meeting Coordination

  • Schedules external & internal meetings, calls and video conferencing with multiple time zones and participants
  • Handles any required aspects of meeting logistics (i.e. VC details, conference rooms, A/V assistance, catering)
  • Plan, source and execute regional sales and marketing events and contribute to larger scale national events such a Due Diligence trips and Roadshows
  • Coordinate distribution of marketing materials and fund information (including preparation of marketing kits)

Client Servicing and Phone Coverage

  • Maintain contact management records in CRM
  • Develop a detailed understanding of the investment, business development and service needs of Investment Advisors across Canada
  • Leverage telephone, mail, e-mail, FAX, and conference calls to build relationships with advisors
  • Communicates clear and accurate details along with timely follow-up to emails and ad hoc requests
  • Creates follow up correspondence according to the requirement of each individual
  • Provides excellent client service both internally and externally

Travel Coordination and Preparation

  • Work with account managers and business development professionals to coordinate travel arrangements through our onsite AMEX travel agency according to the PIMCO Travel and Entertainment Policy
  • Arrange ground transportation, book hotels and manage all travel logistics
  • Prior to travel or events, obtains policy exception approvals and compliance pre-approvals

Expense Reports and Approvals

  • Gathers business documentation to prepare monthly expense reports
  • Prompts managers after travel, meetings and events for proper documentation
  • Processes monthly detailed expense reports through the firm expense management system
  • Reconciles monthly expenses with corporate credit card statements to ensure balances are paid in full, and follows up with managers for personal payments when needed
  • Monitors and tracks all expense reports submitted until final payment

Project and Department Responsibilities

  • Manage co-op process for sales team members and tracks the distribution of all promotional items and entertainment in an internal logging system
  • Completes assigned projects on time and with accuracy
  • Interacts with senior management & coordinators from other departments to support all business needs as a team
  • Supports individuals with any projects or events using a variety of firm tools and applications
  • Assist with general administrative tasks including preparing correspondence, data entry, maintaining client contact information


Position Requirements:

  • University degree
  • Investment Funds Institute of Canada (IFIC) and /or Canadian Securities Course (CSC) preferred
  • Previous administrative experience in a sales environment an asset
  • Previous experience in financial services industry an asset
  • Must possess strong written and verbal communications skills, including an exceptional telephone presence and the ability to prepare professional correspondence
  • Excellent customer service skills and ability to create trusting relationships with clients
  • Proactive self-starter that is able to work both independently and as a team to achieve goals in a fast paced environment
  • Superior time management skills with the ability to prioritize, organize and execute multiple tasks while simultaneously managing daily deadlines
  • Proficient working knowledge of Microsoft Office Suite including Outlook, Excel and Word
  • Knowledge of Contact and Activity Management databases is an asset
  • Previous experience with Cisco Webex and Zoom


Benefits:

PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and well-being of you and your family. Benefits vary by location but may include:
  • Medical, dental, and vision coverage
  • Life insurance and travel coverage
  • 401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment
  • Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs
  • Community involvement opportunities with The PIMCO Foundation in each PIMCO office


Accommodation for Applicants with Disabilities:

PIMCO will make reasonable efforts to provide accommodation to candidates with disabilities in the course of the recruitment process upon written request. PIMCO requests that candidates seeking accommodation identify their particular accommodation needs as soon as possible in the job selection process. Candidates seeking accommodation may be asked to provide medical information or verification for the purposes of ensuring that a requested form of accommodation is safe and appropriate. Questions concerning the availability of accommodation in the recruitment process may be forwarded by e-mail to HRRecruiting@pimco.com

Job ID  33351
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