Sales Operations Associate: Contracts & CRM

Scotiabank; Montreal; On-site; CAD 30,000 - 60,000; Full time

Job summary

A leading financial institution in Montreal is seeking a Sales Associate to support the Sales Team by processing expense reports and managing contracts. The ideal candidate holds a Bachelor's degree in Commerce, Finance, or Business Administration, has at least one year of experience in the Financial Services Industry, and is fluent in both French and English. This role requires attention to detail, organizational skills, and proficiency in PC applications. Competitive compensation and a supportive work environment are offered.

Benefits

Inclusive work environment

Support for professional development

Qualifications

• Minimum 1 year of experience within the Financial Services Industry.
• Fluent in both French and English.

Responsibilities

• Process expense reports for Wholesalers and input information into the CRM.
• Analyze receipts and invoices for expense management.
• Solicit contracts from vendors and manage contracts strategy.
• Work with internal partners to coordinate activities.

Skills

Attention to Detail

PC Proficiency

Analysis

Organization

Data Entry Skills

Education

Bachelor's degree in Commerce, Finance, or Business Administration

CSC or IFIC certification

Job description

A leading financial institution in Montreal is seeking a Sales Associate to support the Sales Team by processing expense reports and managing contracts. The ideal candidate holds a Bachelor's degree in Commerce, Finance, or Business Administration, has at least one year of experience in the Financial Services Industry, and is fluent in both French and English. This role requires attention to detail, organizational skills, and proficiency in PC applications. Competitive compensation and a supportive work environment are offered.