Sales Support Coordinator

Job Description

Join Capital Group as a Sales Support Coordinator

Are you an organized and detail-oriented professional looking to make an impact in the financial industry? Capital Group is seeking a Sales Support Coordinator in Toronto to provide essential administrative and client-facing support to our dynamic sales team. As a Sales Support Coordinator, you will collaborate with wholesalers and regional sales professionals to manage a designated territory, ensuring seamless coordination of sales activities and client engagement.

Responsibilities of a Sales Support Coordinator

Administrative & Sales Support

• Schedule and coordinate client meetings for wholesalers, ensuring an efficient scheduling strategy.
• Arrange travel, prepare correspondence, track expenses, and manage compliance documents.
• Plan and coordinate sales events, including securing venues, organizing catering, and tracking RSVPs.
• Make outbound calls and follow up on meeting requests to maximize client engagement.
• Maintain accurate records in CRM (Salesforce) and provide timely updates on sales reports.

Client & Event Coordination

• Confirm, reschedule, and follow up on client meetings as needed.
• Distribute sales and marketing materials to clients based on requests.
• Organize logistics for sales events, ensuring a professional and seamless experience.
• Collaborate with the sales team to enhance client relationships and sales strategies.

Expense Management & Compliance

• Track and monitor expenses, ensuring all transactions comply with company policies and industry regulations.
• Assist in budget planning for sales events and promotional activities.

Qualifications for the Sales Support Coordinator Role

• Bachelor’s degree in business or a related field.
• 3-5 years of experience in sales/marketing, preferably within the financial industry.
• Strong communication skills in English, both written and verbal.
• Experience in coordinating large-scale meetings and events.
• Proficiency in Microsoft Office Suite and Salesforce CRM.
• Detail-oriented with excellent organizational and time management skills.
• Ability to work both independently and collaboratively in a fast-paced environment.

Work Environment & Schedule

This position is based in our Toronto office, with a hybrid schedule:

• In-office: Tuesday, Wednesday, and Thursday.
• Remote work: Monday and Friday.

Why Join Capital Group?

• Competitive salary with opportunities for career growth.
• Work in a dynamic and professional financial services environment.
• Be part of a globally recognized organization with over 90 years of success.
• Gain hands-on experience supporting a high-performing sales team.

If you are ready to take the next step in your career as a Sales Support Coordinator, apply today and be part of a company that values innovation, collaboration, and professional growth.