Title: Sales Coordinator, Institutional Sales & Service Support
Duration: 12 Months (Possibility of extension/conversion)
Working Location: Toronto, ON (4 days/1 day remote)
 
Role Overview:

• The Sales Coordinator, Institutional Sales & Service Support plays a critical behind-the-scenes role in enabling the success of the institutional sales and service team.
• This position supports day-to-day sales and client service activities through coordinated sales enablement, communications, event execution, and content development.
• The ideal candidate is highly organized, service-oriented, and comfortable operating in a fast-paced, matrix environment.
• They bring strong attention to detail, excellent communication skills, and the ability to collaborate effectively across sales, investment, marketing, compliance, and operations teams.

Key Responsibilities:
Institutional Sales & Service Support

• Provide comprehensive administrative and operational support to the institutional sales and service team, ensuring smooth execution of client-facing and internal initiatives.
• Support client service processes, sales activities, and general enablement needs that help teams meet business and client service objectives.
• Act as a reliable point of coordination for ad-hoc requests, ongoing initiatives, and back-up support for key team activities.

Sales Enablement & Communications

• Prepare and coordinate internal and external sales and client communications, ensuring clarity, accuracy, consistency, and alignment with business priorities.
• Project manage the development and distribution of sales materials and non-product value-add collateral, coordinating copy, design, compliance review, translation, and final delivery.
• Maintain and organize sales content and materials within content management systems, ensuring teams have timely access to current information.

Event & Sponsorship Coordination

• Support the planning, coordination, and execution of internal and external events, including conferences, roadshows, sponsorships, and client meetings.
• Manage event logistics, materials preparation, communications, and post-event follow-up in collaboration with sales leaders and internal partners.
• Assist in promotional merchandise and inventory management related to events and client engagement initiatives.

Project & Stakeholder Coordination

• Partner effectively with internal stakeholders across distribution, marketing, product, investment teams, compliance, and operations to execute initiatives on time and to a high standard.
• Lead project planning and execution by tracking timelines, coordinating deliverables, and ensuring consistency and quality in outputs.
• Proactively identify opportunities to improve sales support, enablement processes, and the overall client experience.

Core Skills & Attributes:

• Highly organized, detail-oriented, and able to manage and prioritize multiple priorities simultaneously.
• Resourceful – ability to connect the dots across various pieces of information to solve problems and provide solutions
• Strong written and verbal communication skills with the ability to convey information clearly and professionally.
• Service-oriented mindset with a proactive, “can-do” approach.
• Comfortable navigating ambiguity and adapting in a fast-paced, evolving environment.
• Collaborative team player with strong interpersonal skills and the ability to build effective cross-functional relationships.
• Results-oriented, with the ability to identify opportunities and contribute to continuous improvement.

Required Qualifications:

• University degree or equivalent experience
• 3+ years of experience in financial services, or asset management industry
• 5+ years experience in:
  • Event management experience, including planning and execution
  • Sales support, administrative support and/or client service
  • Communications
  • Content Development
  • Project Management
• Experience supporting sales or distribution teams
• Experiencing interacting with and providing support for senior level leaders
• Strong proficiency with Microsoft tools including CoPilot, Outlook, Teams, Word, Excel, and PowerPoint.

Preferred Skills:

• General understanding of investments, asset classes, and the institutional sales environment.
• Familiarity with CRM or sales enablement platforms (e.g., Salesforce, Seismic).
• Canadian Securities Course (CSC) or progress toward completion.
• Knowledge of regulatory requirements within the investment industry.

 
 
At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $ 26.34/hr.