Is this role right for you?
In this role you will :
- Completing expense reports for Wholesalers by collecting and scanning receipts, inputting any necessary information into the CRM and initiating the (workflow) approval process;
- Charges expenses to correct G / L codes and cost centers by analyzing receipts and invoices; recording entries;
- Protects organization's value by verifying Dynamic Sales Policies and Procedures spending limits are properly maintained;
- Solicits contracts from vendors on behalf of Dynamic Sales :
- Creates and manages a contracts strategy;
- Works closely with Legal to ensure contracts are standardized and approved;
- Works closely with other Sales Associates to assist in in the overflow of work whenever necessary;
- Working closely with other internal partners, including Compliance, Product Management, Marketing and Mail Distribution to coordinate activities when necessary;
- Adapt to changing internal policies initiated by shifting trends within our industry;
- A strong sales acumen to learn, grow and develop within the team as an Inside Sales candidate within 2 years.
Do you have the skills that will enable you to succeed in this role? We would love to work with you if you have :
- Minimum Bachelors degree in a field such as Commerce, Finance, Business Administration;
- CSC or IFIC certification preferable.
- Attention to Detail, Thoroughness, Organization, Analyzing Information , Accounting, PC Proficiency, Data Entry Skills, General Math Skills
At Dynamic Funds we strive to beat the market, not be the market, by encouraging opinions and creativity that allow our employees to deliver to their full potential.
The ideal candidate will successfully perform these tasks, as a learning opportunity, to become a candidate for an Inside Sales Representative position within a few years.
Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will serve and English-speaking clientele
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