We are looking for a Sales Support Agent for our client, a company in the financial sector.
As a pillar of operations support, you will actively contribute to the customer experience, the rigorous follow-up of sales and the continuous improvement of our internal processes.
Join a company committed to innovation, collaboration and excellence !
...
Advantages
-Competitive salary
-Flexible working hours (37.5 h/week, Monday to Friday) 2 days a week at the office
-Stimulating, human and technological environment
-Part of a major financial group
-A culture of innovation and collaboration
Responsibilities
🧠Customer experience & administration
Provide professional and attentive customer service to customers, mortgage brokers and financial advisors.
Respond to inquiries and ensure efficient follow-up of files.
Manage referrals in CRM (creation, delegation, 48-hour follow-ups, reminders).
Update the list of active brokers.
Prepare support documents for strategic meetings.
đź“Š Sales support & data management
Enter sales data into CRM on a daily basis.
Produce and analyze sales reports (Quebec and British Columbia).
Prepare follow-up files for advisor/broker development.
Manage monthly broker payroll (QC and BC) and follow up on insurer statements.
Collaborate with finance team to process monthly data.
Qualifications
Minimum 1 year experience in customer service or administrative support.
High school diploma required.
Strong organizational skills and ability to manage priorities.
Team player, autonomous and proactive.
Excellent communication skills in French and English (bilingualism required).
Proficiency in computer tools, particularly Microsoft Outlook and Excel.
Attention to detail, rigor and ability to adapt to a dynamic environment.
Summary
Interested in this position?
Email us anytime at morgane.gonsaud@randstad.ca
If you know anyone interested in administrative support positions, please feel free to provide them with our contact information. We'll be happy to help!
For more information on this and all other positions currently available, visit www.randstad.ca.
We look forward to receiving your CV!
All resumes received will be considered equally.
Only selected candidates will be contacted.
Randstad Canada, 525, avenue Viger Ouest, bureau 501, Montréal, Québec H2Z 0B3
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
show more
We are looking for a Sales Support Agent for our client, a company in the financial sector.
As a pillar of operations support, you will actively contribute to the customer experience, the rigorous follow-up of sales and the continuous improvement of our internal processes.
Join a company committed to innovation, collaboration and excellence !
Advantages
-Competitive salary
-Flexible working hours (37.5 h/week, Monday to Friday) 2 days a week at the office
-Stimulating, human and technological environment
-Part of a major financial group
-A culture of innovation and collaboration
Responsibilities
🧠Customer experience & administration
Provide professional and attentive customer service to customers, mortgage brokers and financial advisors.
Respond to inquiries and ensure efficient follow-up of files.
Manage referrals in CRM (creation, delegation, 48-hour follow-ups, reminders).
Update the list of active brokers.
Prepare support documents for strategic meetings.
đź“Š Sales support & data management
Enter sales data into CRM on a daily basis.
...
Produce and analyze sales reports (Quebec and British Columbia).
Prepare follow-up files for advisor/broker development.
Manage monthly broker payroll (QC and BC) and follow up on insurer statements.
Collaborate with finance team to process monthly data.
Qualifications
Minimum 1 year experience in customer service or administrative support.
High school diploma required.
Strong organizational skills and ability to manage priorities.
Team player, autonomous and proactive.
Excellent communication skills in French and English (bilingualism required).
Proficiency in computer tools, particularly Microsoft Outlook and Excel.
Attention to detail, rigor and ability to adapt to a dynamic environment.
Summary
Interested in this position?
Email us anytime at morgane.gonsaud@randstad.ca
If you know anyone interested in administrative support positions, please feel free to provide them with our contact information. We'll be happy to help!
For more information on this and all other positions currently available, visit www.randstad.ca.
We look forward to receiving your CV!
All resumes received will be considered equally.
Only selected candidates will be contacted.
Randstad Canada, 525, avenue Viger Ouest, bureau 501, Montréal, Québec H2Z 0B3
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
show more
