Sales Support Administrator (Contract)
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Location:
Toronto/GTA (Hybrid)
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Role Type:
Sales Support Administrator (Contract)
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Department:
Client Advisory Services Team
Job Summary
Educators Financial Group is proud to be certified as a Great Place to Work ® Canada.
We are dedicated to providing financial products and services to the education community consisting of the members of the Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA), the Elementary Teachers Federation (ETFO) employee groups and some members of Ontario Universities and their family members.
Educators Financial Group is seeking a Sales Support Administrator (4-month Contract) to join our team and assist the Client Advisory Services Team by providing essential administrative support and ensuring the efficient operation of client portal initiatives. This role is responsible for managing client relationships through the portal, enhancing user experience, and facilitating seamless communication between clients, sales, and the operations teams.
This role will primarily be responsible for:
- Assisting clients in navigating the portal and directing technical issues to the management
- Maintaining and updating the client portal user experience with relevant information, resources, and tools
- Collecting and analyzing client feedback to identify areas for improvement in the portal and overall service delivery
- Providing administrative support to the sales team, including scheduling meetings, preparing meeting documentation, and making meeting confirmation calls
- Receiving inbound calls from the contact center with a focus on helping clients by responding empathetically, transferring calls to Client Service Representatives and Financial Advisors
Qualifications
- 2+ years of financial services experience preferably in client service, call center and sales environment
- Post-secondary education or diploma in financial or related field
- CSC/IFIC license would be an asset
- Experience working both independently and in a team environment
- Proficiency in Microsoft Office Suite, including Word and Excel, MS Teams, Salesforce, and Wildix Telephone System
- Excellent verbal and written communication skills
- Strong attention to detail
- Commitment to accuracy, thoroughness, and timeliness
Interested in applying for this position?
To apply, submit your cover letter and resume by email with the job title and area in the subject line to careers@educatorsfinancialgroup.ca. Only selected candidates will be contacted.
Educators Financial Group is committed to fostering an inclusive workforce that reflects the diversity of our clients and communities. We actively seek and welcome applications from diverse people. In that respect, Educators Financial Group strives to ensure that all recruiting processes are non-discriminatory and barrier-free. We are committed to accommodating applicants with disabilities during the recruitment and selection process. If you are selected for an interview and require accommodation in respect of the materials or procedures used at any time during the process, please notify Educators Financial Group at careers@educatorsfinancialgroup.ca so appropriate arrangements can be made.
Educators Financial Group values the participation of members with various backgrounds and lived experiences. When submitting your resume & cover letter for a job vacancy, while it's voluntary, we welcome the opportunity for you to self-identify in your application.