Sales T&E Analyst
Fidelity International is a company dedicated to helping Canadian investors build better financial futures. They are seeking a Sales T&E Analyst to manage travel and entertainment expenses for the sales teams by accurately entering data into the Travel and Expense system and Salesforce, while also building effective relationships within the organization.
Responsibilities
- Prepare and remit monthly travel and entertainment expense reports on behalf of the Sales teams
- Liaise and build effective relationships with the Sales teams and other internal departments
- Build monitoring/trending reports and provide support to Manager, Sales T&E
Skills
- Current work authorization for Canada is required for all openings
- Post-secondary education or equivalent work experience required
- More than 3 months of experience in an administrative role, preferably in a sales environment required
- Experience in the financial services/mutual fund industry
- Experience with Salesforce is required
- Excellent writing, oral communication, and analytical skills
- Team player and can work independently with various individuals from different business units
- Excellent organizational skills and attention to detail
- Strong knowledge of MS Office (Word, Excel, PowerPoint, Outlook), Adobe Acrobat
- Ability to work in a fast-paced environment with minimal supervision
- IFIC course or Canadian Securities Course (CSC) is an asset
- Knowledge of NI 81-105 is an asset
Benefits
- Base Salary and Discretionary Performance Bonus: A competitive annual range of $54,000 to $71,000, based on your experience and qualifications
- RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution with no employee matching required
- You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement
Company Overview