Sales Operations Assistant – Toronto

📋 Description

• Provide day-to-day operational support to the sales team; ensure tasks are completed.
• Resolve client and operational issues; escalate when needed.
• Liaise across Sales, Operations, Legal, Finance, Product, Privacy, and Risk.
• Book deals accurately; ensure trades and transactions are recorded.
• Track client information and expiries; flag upcoming dates for actions.
• Support payments and settlements; resolve exceptions and ensure timely funds.

🎯 Requirements

• Basic understanding of payments and FX processes; training provided.
• Familiar with spot/forwards/options; willingness to learn.
• Proficient with Salesforce/CRM and MS Office; quick to learn new platforms.
• Proactive, take ownership of tasks.
• Clear, professional communication with clients and colleagues.
• Prior admin, customer service, sales support, or ops experience preferred.

🎁 Benefits

• Great career growth and development in a global organization.
• Corporate benefits: health coverage, retirement, PTO, and wellness resources.