Institutional Sales Coordinator
HybridToronto, Ontario, Canada or Mississauga, Ontario, Canada
Job Summary
Provide administrative support for Fidelity's Institutional Distribution team, coordinate client meetings and events for industry professionals, assist with marketing campaigns, maintain data integrity for sales reporting, and prepare/revise presentations and databases. Proficient in MS Office (PowerPoint, Excel) and ideally Salesforce; knowledge of CSC/IFIC is a plus. The role emphasizes professionalism, relationship-building with internal/external partners, multitasking in a fast-paced environment, and a willingness to learn. The position involves collaboration with VPs and management teams, preparation of ad-hoc reports, and involvement in special projects; located in Toronto (and moving to Mississauga later) with flexible hybrid work arrangements.
Required Qualifications
- Minimum of 1-2 years' experience in an administrative assistant role
- Completion of post-secondary education (college diploma or university degree)
- Completion of or enrollment in the Canadian Securities Course (CSC) or the Canadian Investment Funds Course (IFIC) is an asset
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