Sales Support Specialist

Questrade Financial Group (QFG) provides a variety of financial services and is seeking a Sales Support Specialist to support the Sales & Distribution team. The role involves leading reporting for the Sales and Origination business and supporting the Manager in administrative and sales functions for the Residential Lending portfolio.

Responsibilities

• Support the Manager through activity management and other administrative support
• Administrate the Broker/Partner status program, including monthly commission reporting, working with cross function teams on program updates and determining broker eligibility
• Prepare and edit professional presentations (Sales meetings, broker feedback, etc.)
• Partner with the Events and Marketing team on ad hoc assignments
• Manage national events calendar for Sales Team
• Maintain on-going Sales Reporting and Volume Bonus Reporting
• Complete weekly, monthly and quarterly reporting on behalf of the Sales & Distribution Team
• Prepare commission reporting
• Follow AML procedures on all files with an emphasis on 'Know Your Client' rules
• Identify continuous improvement opportunities
• Adhere to compliance and operational risk controls in accordance with company’s policies and procedures

Skills

• Have superior interpersonal and relationship building skills
• Have strong knowledge of business software including Salesforce, Google and Microsoft office
• Have solid written and verbal business communication skills
• Are capable of handling multiple tasks and meeting stringent deadlines
• Are self-motivated, confident and capable of working both independently and in a team environment
• Can bring a positive, can-do attitude to our organization, using creative solutions to solve problems
• Can establish and build on healthy working relationships with your team and peers
• Have 1 year of reporting related work

Benefits

• Health & wellbeing resources and programs
• Paid vacation, personal, and sick days for work-life balance
• Competitive compensation and benefits packages
• Work-life balance in a hybrid environment with at least 3 days in office
• Career growth and development opportunities
• Opportunities to contribute to community causes
• Work with diverse team members in an inclusive and collaborative environment

Company Overview