Job Description

Great Place to Workxe2x84xa2 2020, 2021, 2022, 2023, 2024 | Best Workplacesxe2x84xa2 with Most Trusted Executive Teams 2024 | Best Workplacesxe2x84xa2 in Financial Services & Insurance 2020, 2021, 2022, 2023, 2024 | Best Workplacesxe2x84xa2 for Mental Wellness 2023, 2024 | Best Workplacesxe2x84xa2 for Giving Back 2022, 2024 | Best Workplacesxe2x84xa2 for Women 2021 | Best Workplaces for Inclusion 2021, 2024 | Best Workplacesxe2x84xa2 in Ontario 2020, 2021 & 2024.Our CompanyPicton Mahoney Asset Management (xe2x80x9cPMAMxe2x80x9d) was founded in 2004 to provide unique investment solutions to institutional, retail and high net worth investors in Canada and around the world. We are proud to say that we are 100% employee-owned and manage approximately $11.4 billion in sub-advisory, pension plan and hedge fund assets on behalf of our clients. The core values at Picton Mahoney guide the employee experience and contribute to the culture which fosters strong, transparent relationships.Why Work at Picton Mahoney?Picton Mahoney Asset Management is a place where employees can be proud of building a rewarding career that offers growth and the opportunity to evolve within a supportive culture that focuses on professional development. Over the years, we have learned from feedback and have developed strategies and programs that enhance employee engagement and improve the employee experience. As our values state: We work together; fully engaged and aligned. We support each other, and our actions contribute to the strategic goals of our firm. We are highly focused on continuous improvement while driving positive change and stronger results across our team and the firm. We believe in integrity and always xe2x80x9cdoing the right thingxe2x80x9d for our clients, colleagues and the firm. We are committed to performance, excellence and winning. At Picton Mahoney, xe2x80x9cstepping upxe2x80x9d is an action, not a thought, which results in the development and implementation of those ideas. We accept full responsibility for personal performance and results. We believe in being open when providing and receiving feedback, because it makes us better at what we do best.The OpportunityPicton Mahoney Asset Management is presently seeking an organized, ambitious, and energetic Sales Support Associate to join our team! The Sales Support Associate will work in valued partnership with Picton Mahoneyxe2x80x99s Retail and Institutional Sales team and will take strong pride in their administrative responsibilities in delivering effective, timely and polished sales support required for the broader sales team.Responsibilities of the Role

• Support members of our Retails Sales team and work closely with Marketing and Compliance to ensure that the teams are conducting meetings and events in a way that is compliant to ensure the integrity of our company and brand.
• Help run reports and maintain tracking for sales
• Coordinate regional & corporate events including booking venues & catering and preparing necessary materials as needed.
• Process client requests including co-op & charitable sponsorship pre-approvals, conference pre-approvals and arranging payment & cost allocations.
• Support for CRM needs regionally and nationally (project work) including CRM administration, managing regional data integrity, generate reporting.
• Process and submit expenses for wholesalers in a timely manner.
• Manage calendars and the booking and confirmation for client meetings.
• Support the Manager of Sales Support & Administration on special projects and tasks.
• Assist with timely and ad hoc sales reporting as needed by Sales team.
• Arrange travel and complete expenses for regional team members and Portfolio managers as assigned.
• Be an integral member of the Sales Support team and participate in streamlining and implementing internal procedures and processes to help enhance team efficiency.

Qualifications and Experience Required

• Successful achievement of a diploma or degree in business administration or relevant field of study is an asset
• Minimum 3 years of experience in an administrative support role.
• Industry experience in financial services, CSC completion is preferred.
• Knowledge of National Instrument 81-105 for Sales Practices support is an asset.
• Experience with Salesforce or a similar CRM system is preferred.
• Advanced knowledge of MS Word, Outlook, PowerPoint and Excel.
• Excellent communication skills, both written and verbal, to effectively support the greater Sales team.
• An ability to produce high-quality work and solutions in a rapidly changing environment with tight deadlines, with the skill to prioritize to ensure timely and accurate delivery.
• The ability to speak French is an asset.

Our Commitment to EmployeesAt Picton Mahoney Asset Management, we take pride in elevating our employees' experiences through an array of exceptional perks and programs. Enjoy a suite of benefits including Corporate Wellness & Fitness Reimbursement, Women in Capital Markets partnership, Women Executive Membership, Volunteer Days, Charitable Matching, Maternity and Parental Leave Top-Up, Peer Performance Recognition Awards, Semi-Annual Performance Bonuses, a generous Annual Vacation Entitlement (minimum of 15 days/year), Tuition Reimbursement, Extensive Medical & Dental Benefits, Healthcare Spending Account, and more. These offerings are crafted to enhance your career journey and overall well-being. Join us in an environment that values your growth and success!Picton Mahoney Asset Management is proud to be recognized by Great Place to Workxc2xae as a 2021 xe2x80x9cBest Workplaces for Inclusionxe2x80x9d and 2021 xe2x80x9cBest Workplaces for Womenxe2x80x9d. We are committed to providing an equitable and fair work environment for everyone and all hiring and other personnel actions will be taken without regard to race, colour, creed, religion, sex, disability, gender identity, gender expression, family status, age, language or national origin. If you require an accommodation at any point in time throughout the application and hiring process, please contact Human Resources at (416) 955-4108 or at .

Picton Mahoney Asset Management