Sales Operations Coordinator, Life & Wealth Management

NFP, an Aon company (Canada); Markham; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading company in risk and wealth management is seeking a Sales Operations Coordinator to support their Life & Wealth Team. The role involves office management, sales support, and administrative tasks in a hybrid work environment. Ideal candidates should possess strong communication and organizational skills, with experience in a professional office setting. Join a diverse and inclusive team focused on growth and community service.

Benefits

Hybrid work environment

Annual bonus and RRSP matching

Health Care Spending Account

Support for professional development and licensing

Qualifications

• 1-2 years in admin or office coordination, preferably in Financial Services or Insurance.
• At least 1 year in a professional office setting.

Responsibilities

• Manage schedules and organize meetings for the team.
• Maintain Salesforce CRM data and generate sales reports.
• Handle office supplies and coordinate guest visits.

Skills

Communication

Organization

Education

Post-secondary degree

Tools

Microsoft Office

Salesforce

Job description

Sales Operations Coordinator, Life & Wealth Management

Join to apply for the Sales Operations Coordinator, Life & Wealth Management role at NFP, an Aon company (Canada)

Job Details

Business Line: Life & Wealth

Hours Per Week: 35 (Full-Time)

Location: Markham, with occasional days in Toronto - Hybrid Setting (https://www.nfp.ca/about-nfp/find-an-office)

Job Duration: Full-Time, Permanent

About The Role

We need an Operations Coordinator to support the Life & Wealth Team. The ideal candidate is flexible, communicates well, and collaborates effectively. Responsibilities include office management, reception duties, and supporting the sales team with administrative tasks and scheduling.

Key Responsibilities

Producer Support

• Manage schedules and organize meetings for the team
• Prepare documents and presentations
• Liaise with external organizations

Office Management

• Manage reception, calls, mail, and visitors
• Handle office supplies, equipment, and errands
• Coordinate guest visits and team events

Sales & Marketing Support

• Maintain Salesforce CRM data
• Generate sales and marketing reports
• Support communication and follow-ups
• Assist in event planning

Qualifications

• Post-secondary degree preferred; 1-2 years in admin or office coordination, preferably in Financial Services or Insurance
• At least 1 year in a professional office setting
• Ability to work in a fast-paced environment
• Strong organizational and communication skills
• Proficiency in Microsoft Office and CRM tools like Salesforce

Who We Are

NFP, an Aon company, is recognized for its inclusive culture and awards in Business Insurance and DEI. We provide tailored solutions in risk, workforce, and wealth management, emphasizing a people-first approach.

Benefits

• Hybrid work environment
• Annual bonus and RRSP matching
• Health Care Spending Account
• Support for professional development and licensing
• Engaged, inclusive team focused on growth and community service

We value diversity, inclusion, and community involvement. Accommodations are available for candidates during the hiring process.