Sales Administrator (Hybrid)

Broadridge; Toronto; Hybrid; CAD 45,000 - 60,000; Full time

Job summary

A leading company in financial services is seeking a Sales Administrator to support the Sales team with various administrative tasks. This hybrid role involves managing contracts, preparing sales presentations, and coordinating logistics for client meetings. Ideal candidates will have strong communication skills, organizational abilities, and a background in office administration or business. Join a collaborative and inclusive workplace that values your contributions.

Qualifications

• 1-2 years experience supporting dynamic Sales teams.
• Ability to thrive in a fast-paced environment while maintaining attention to detail.

Responsibilities

• Manage internal SOX approval process for sales proposals/contracts.
• Prepare and complete the annual mail merge of proxy proposal templates.
• Assist sales executives with preparing Senior Executive Profile Summary reports.

Skills

Communication

Organizational Skills

Problem Solving

Education

Community College Diploma in Office Administration/Business/Marketing

Tools

Microsoft Office

Salesforce

Job description

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At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

The Sales Administrator is responsible for supporting the Sales team in daily administrative activities.

Key Job Functions/Responsibilities

• Manage internal SOX approval process for sales proposals/contracts.
• Proofread and edit sales documents and Contract approval Sheets (CAS’s) as required during SOX approval process.
• Manage the collection, filing, and distribution internally of signed contract proposals to all required departments.
• Prepare Service Order Checklist and attach to signed proposal as well for internal distribution.
• Provide finance with signed contract proposals to complete month end closed sales report
• Maintain and track the outgoing and receipt of contracts and agreements for reporting purposes through the Sales Tracking Log.
• Assist in the preparation of sales presentations and other sales material as required.
• Maintain and update the sales contact lists for both the Corporate Issuer and Asset Management Clients. Work with the sales executives to have these lists updated on a quarterly basis.
• Prepare and complete the annual mail merge of all of the proxy proposal templates for top 650 Corporate Issuers list including preparation of the annual sales log and BR#’s.
• Prepare and assist with scheduling the bi-weekly Sales/Operations meeting for Proxy and ensuring updated reports are distributed at the meetings.
• Prepare direct client mailings as required.
• Manage expense processing on behalf of both ICS and BBD Sales teams.
• Book travel for both ICS and BBD sales teams and monitoring T&E Policy adherence.
• Coordinate with internal departments (including IT, Facilities, ICS and BBD Management, etc.).
• Update, track, and export reports in Salesforce.
• Assist sales executives with preparing Senior Executive Profile Summary reports.
• Print marketing sheets and prepare client informational packages for meetings as required.
• Coordinate logistics for client events or meetings and Information Sessions (organize food, beverages, AV equipment, and book rooms) as required.
• Assist VP of Sales with preparation annually of the 650 Corporate Issuers List for the Sales team.
• Assist the VP of Sales by preparing year end reports on the status of clients in the 650 list at fiscal year-end.
• Prepare packages with Proxy information, regarding screen 6, screen 2, postal information and last invoices.
• Special projects as assigned (Salesforce cleanup projects to reassign accounts, Salesforce dump to auto load renewal opportunities, e-mail campaign for new product launches, cold calling campaigns to corporate issuers).
• Other duties as assigned by the Senior Management team in Sales.
  
  

Basic Skill Level Requirements

Education:

• Community College Diploma in Office Administration/Business/Marketing
  
  

Experience:

• 1-2 years working experience in a fast-paced, dynamic environment, ideally with experience supporting dynamic Sales teams
  
  

Skills:

• Excellent written and verbal communication skills (ability to proofread/edit)
• Exceptional organizational and time management skills, with the ability to manage multiple priorities and meet tight deadlines
• Ability to thrive in a busy, fast-paced environment while maintaining attention to detail and quality
• A proactive problem-solving mindset, with the ability to adapt to changing priorities and requests
• Ability to work well both independently and as part of a collaborative team
  
  

Tools:

• Advanced word processing skills. Microsoft office environment (with emphasis on Excel, PowerPoint and Word), email, Internet, Salesforce.
  
  

Recruitment Process

Throughout your application process, you may be asked to connect with us virtually or in-person. Our recruiters will explain how hybrid interviews will be held throughout the recruitment process, and they will be able to answer any questions you might have.

Background Check Process

Broadridge requires employees to complete a background check that is completed by one of our service providers. We use this service to complete the following checks:

• Employment verification
• Education verification
• Credit inquiry
• Canadian criminal record check
  
  

Workplace Flexibility

We are committed to supporting flexible work arrangements, investing in technology or other resources to enable you to work from home effectively, wherever possible.

At this time this is a hybrid role, and therefore you should have a basic home office set up, high-speed internet, and the ability to work without distractions during core business hours.

Accessibility & Accommodation

Broadridge is an equal opportunity employer and is committed to a diverse and inclusive workplace ensuring that equal employment opportunities are provided to all individuals, regardless of race, colour, gender identity, sexual orientation, marital status, creed, age, disability, religious affiliation, or national origin or citizenship. If you require any accommodations during the recruitment process, please notify our recruitment team.

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Financial Services and IT Services and IT Consulting

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