Transferring skills from fast-paced sales environment, focusing on coordination, communication, and data management. Developed expertise in CRM systems and process optimization. Seeking to leverage these abilities in new and challenging field.
Overview
3
3
years of professional experience
Work History
Sales Coordinator
CI Financial
09.2023 - Current
Schedule advisor appointments, events, and internal meetings, while managing travel and accommodation logistics.
Plan, arrange, and facilitate small to mid-sized advisor events, ensuring compliance with corporate sales policies.
Partner with financial advisors to complete and administer required compliance forms for events.
Track and manage advisor budgets, expense reports, co-op spend, and territory spending, identifying potential issues proactively.
Distribute advisor marketing materials and maintain accurate documentation of advisor engagement.
Assistant Property Manager
True North Group
06.2022 - 08.2023
Supported the Property Manager in day-to-day operations for residential and commercial properties.
Acted as first point of contact for tenants, addressing inquiries, maintenance requests, and concerns.
Coordinated with contractors and vendors to schedule repairs, inspections, and property maintenance.
Assisted with budgeting, expense tracking, and invoice processing.