Sales Operations & Projects Coordinator

Lysander Funds Limited; Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

An independent Investment Fund Manager in Toronto is seeking a Sales Operations Coordinator. In this full-time role, you'll work closely with the Sales Operations and Portfolio Strategy teams, managing projects, providing marketing support, and enhancing internal communication. The ideal candidate has a college diploma or degree, strong organizational skills, and is fluent in French. This position is office-based and requires attention to detail and a high level of adaptability to ensure seamless operations within the team.

Qualifications

• College diploma or undergraduate degree required.
• High adaptability to different tasks and teammates.
• Good organizational skills and attention to detail required.
• Professional French language skills considered a strong asset.

Responsibilities

• Manage projects to support the sales team.
• Provide marketing support and execute tasks including presentation updates.
• Manage and execute translation processes.
• Handle CRM and database management.
• Generate and communicate internal reports to the sales team.
• Support client requests to Portfolio Strategy team.
• Collaborate with compliance team for material approvals.

Skills

Highly adaptable

Good organizational skills

High quality written and verbal communication skills

Strong knowledge of MS Office

Advanced Excel skills

Professional French language skills

Education

College diploma or undergraduate degree

Completed or working towards CSC, CIM, CFA or other professional designations

Job description

An independent Investment Fund Manager in Toronto is seeking a Sales Operations Coordinator. In this full-time role, you'll work closely with the Sales Operations and Portfolio Strategy teams, managing projects, providing marketing support, and enhancing internal communication. The ideal candidate has a college diploma or degree, strong organizational skills, and is fluent in French. This position is office-based and requires attention to detail and a high level of adaptability to ensure seamless operations within the team.