Job Description

At Moya Financial, our strength is the efficiency with which we deliver leading-edge products and services to the community we serve. We seek a meticulous and adaptable sales administrator to assist our wealth team through various duties, including document processing, updating member information, maintaining sales records, and compiling monthly reports. They may also be required to liaise with other departments. To ensure success, the sales administrator should have experience in a sales environment and advanced administrative skills. Outstanding sales administrators understand sales performance metrics and provide excellent administrative support to meet sales targets.

Primary Duties & Responsibilities

• Contacting members by phone or email to answer queries and to obtain missing information.
• Verify data accuracy.
• Liaise with other departments, such as marketing and member services.
• Process, maintain and update sales and member records (which includes the processing of all nonregistered financial products and registered financial products with our administrator).
• Develop monthly sales reports.
• Communicate important feedback from customers internally.
• Ensure sales targets are met and report any deviations.
• Stay up-to-date with new products and features.
• Other tasks as assigned.

Functional and Technical Skills

• Exceptional interpersonal and customer service skills.
• Experience with industry software such as Universa, CMR, or similar an asset.
• Familiarity with sales reports and sales records.
• Strong PC skills utilizing Microsoft Excel, Word and Outlook software.
• Excellent verbal and written communication skills.
• A self-starter with a strong desire to learn.
• Strong organizational time management skills, a multitasker.

Experience and Education

• College or University Degree is required.
• Previous experience in sales administration or a similar role.

Application & Selection Procedure
We are committed to accommodating people with disabilities as part of our hiring process. If you have special requirements, please advise Human Resources during the recruitment process.
In accordance with our commitment to the health and safety of all employees and our obligation to ensure a safe workplace for all employees, Moya Financial has implemented a Covid-19 Policy where consideration for filling any new vacancies will be given to those applicants who are fully vaccinated against Covid-19. Offer of employment is also conditional upon Moya Financial receiving written confirmation of your receipt of a full series of a Covid-19 vaccination approved by the World Health Organization. The Credit Union’s requirement that you be vaccinated is subject to any accommodation obligations it may have under the Ontario Human Rights Code.
We thank all applicants for their interest, however only those candidates selected for interviews will be contacted.