Sales Admin

David Aplin Job Details

Sales Admin

Calgary, AB


Posted Date: 15/06/2022

Job ID: RP915674610

Office Professionals

If you are a talented and experienced Sales Coordinator, Rachael Pineau, Consultant at David Aplin Group has the right opportunity for you!  Our client, a leader in their field, has partnered with David Aplin Group to grow their team in Calgary.
Our client is looking for someone with an intermediate to advanced understanding of sales principles to support the productivity and profitability of our sales team through excellent customer service and a consistent brand experience. The successful candidate will have exceptional attention to detail, excellent time management skills, and enjoy taking on a diverse range of projects and tasks in a team-oriented environment.
  • Work closely with the sales department to provide ongoing support with meeting organization and planning, custom event planning, tracking sales performance, booking flights, and compiling sales and expense reports
  • Update and maintain contact records within the customer relationship management system to ensure the accuracy of advisor and financial institution information
  • Contact financial and investment advisors by phone or email to answer queries, obtain missing information, and deliver investor statements
  • Assess financial and investment advisor needs by providing aid and information on the funds and company
  • Participate in sales, due diligence, and update calls in conjunction with the sales team
  • Support the Senior Vice President of National Sales with additional projects and tasks as needed
  • Manage office administrative tasks on an as-needed basis, including but not limited to providing back-up
  • support for the Business Administrator
  • 5+ years of proven work experience and/or a Bachelor’s degree in Business or a related field
  • Experience in the financial services industry is required
  • Intermediate to advanced proficiency with Microsoft Office 365 programs (Word, Excel, PowerPoint)
  • Previous experience with booking flights, events, and completing expense reports
  • Familiarity with sales report generation and relationship management systems
  • Exceptional interpersonal and customer service skills
  • Superior attention to detail and excellent verbal and written communication skills
Job ID: RP915674610
If you are interested in this position and meet the qualifications, apply today! We thank all applicants; however, only those who are authorized to work in Canada or are selected for an interview will be contacted.
David Aplin Group, one of Canada’s Best Managed Companies, is an employment agency specializing in finding top talent for exceptional organizations across North America. There are no fees to apply to our jobs or engage with our recruiters to find a new career. Companies hire us to help them grow their teams. Visit our website to learn more:

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