Sales Operations Assistant – Toronto

Added
27 days ago
Type
Full time
Salary
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Related skills

crm payments salesforce fx microsoft excel

📋 Description

  • Provide day-to-day operational support to the sales team to complete client requests.
  • Resolve client and operational issues by coordinating with the right teams.
  • Liaise with cross-functional teams to move deals forward.
  • Accurately book deals and ensure trades are entered correctly.
  • Track client data and expiries; flag upcoming dates to teams.
  • Support payments and settlements; resolve exceptions and ensure timely funds.

🎯 Requirements

  • Basic understanding of payments or FX processes (training provided).
  • Familiarity with payments/FX and financial markets; willingness to learn.
  • Comfortable using Salesforce/CRM and MS Office; quick to learn new tools.
  • Proactive, can-do attitude and willingness to own tasks.
  • Strong communication skills and confidence interacting with clients.
  • Well organized with ability to juggle multiple tasks and deadlines.

🎁 Benefits

  • Health coverage
  • Retirement savings options
  • Paid time off
  • Wellness resources
  • Great career growth and development opportunities in a global organization
  • Corporate benefits
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