Regional Sales Coordinator

  • Company:
    Mackenzie Investments
  • Location:
  • Salary:
    negotiable / monthly
  • Job type:
  • Posted:
    3 months ago
  • Category:

Mackenzie Investments was founded in 1967 and is a leading investment management firm providing investment advisory and related services to retail and institutional clients. The company has $140 billion in assets under management, and as part of IGM (a subsidiary of the Power Financial Group of Companies), is the largest independent asset manager in Canada, with $142 billion.Our VisionEverything we do starts with the needs of investors, whether they are saving for a child’s postsecondary education, setting money aside for the future needs of a family member with a disability, or funding their own retirement. In fact, our focus is summed up in our Vision statement: We are committed to the financial success of investors, throughtheireyes.Our ValuesOur growth and success are the direct result of our employees, and we strive to create a workplace supported by thefollowing core values: Creativity and Innovation, Strong Decision Making, Collaboration, Courage, Honesty and Integrity, Confidence and Pride.At Mackenzie Investments you can Build Your Career with Confidence by:Changing the Game: We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them.Making a Smarter World: We believe in continuous learning, understanding what is most important and sharing the benefits of that knowledge.Being Proud: As a part of our team you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians.Joining an Unstoppable Team: We build teams that look out for each other, ask the best of each other and deliver the finest work.Learning and Growing: We offer an environment where you can indulge your curiosity to learn; getting the challenges and feedback you need to refine your skills and abilities.Thriving in a Supportive Environment: We have created a workplace where your efforts and career are supported by your team and your leader.The Retail Distribution Division at Mackenzie Investments is currently accepting applications for the position of Regional Sales Coordinator based in Calgary to support both Calgary and Vancouver Retail Sales office locations.As a valued member of the Retail Distribution team your core responsibilities will include:Providing administrative support for one Regional Vice President and one District Sales Manager by arranging appointments and preparing itinerary/schedules, answering/redirecting calls, responding to inquiries. Coordinating and scheduling Regional events, meetings (Regional Team Meetings) and presentations.Preparing correspondence, special mailings product kits and reports. Creating customized reports for salesforce based on territory results, sales activity and identifying trends for Regional leadership team. Managing regional (and/or National) dealer conference and office logisticsAssisting Regional Vice President’s with events by preparing invitations and tickets for distribution, confirming attendance, ordering gifts, sending weekly thank you cards and occasionally attending various social events with team.Maintaining filing system and inventory of office supplies and promotional literature.Preparing regional memos, correspondence, reports and presentations as needed.Recording and reconciling expenses and preparing invoices for accounting when necessary.Other administrative duties as required by Regional Leadership team.The following qualifications are required of the successful candidate:5+ years administrative experience Excellent communication skills, both written and verbalAbility to interact professionally with individuals at all levels of the organizationExcellent interpersonal and organizational skillsAbility to work well under pressureAbility to work independently and in a team environmentAdvanced PC skills, including Word, Excel and PowerPointStrong organizational skills with attention to detail, follow-through capabilities and the ability to meet deadlinesSuccessful completion of Canadian Securities Course is an assetKnowledge of the mutual fund industryExperience with Salesforce or a similar contact management system is an assetInternal Applicants: If you are interested in applying for this position please direct applications on-line using the “apply for this job” icon located at the bottom or to the left of the posting. If you would like to refer someone for the position please email the posting using the “email this job” option and have your referral indicate that they were referred by you when completing the application. All resumes should be received by October 30, 2018. If you have any questions regarding this position, please contact Human Resources. Please record your extension number on your resume and cover letter.The job grade for this position is 8. The referral bonus for this position is 2.External Applicants: We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted. Mackenzie Investments is an equal opportunity employer and is committed to providing employment accommodations in accordance with the Ontario Human Rights Code and the Accessibility of Ontarians with Disabilities Act. Please advise Human Resources if you require an accommodation.File # 18-238