Support day-to-day sales and client retention administration tasks
Prepare standard proposals and shortlist presentations
Handle simple requests for information associated with sales and retention-related projects independently
Monitor central team inbox for Salesforce notifications, enter opportunities into project management tool
Prepare, print, and collate custom and template PowerPoint presentations for sales opportunities
Provide support for sales and client initiatives
Complete presentation formatting requests for strategic client presentations

Group pensions knowledge – basic to intermediate
Group Retirement Services (GRS) product/ service knowledge
Proofreading – ability to proofread, including all French translations
Copy editing – demonstrated creativity and solid understanding of plain language principles to create engaging copy that influences audiences
Organizational and problem-solving skills – highly organized, with the ability to manage multiple initiatives and deliver against required timelines
Excellent communication and interpersonal skills (written and verbal), with superb attention to detail
Creative thinker – Ability to understand business needs, acting quickly and efficiently using strong project and time management skills
Adaptability – ability to embrace change and adapt to evolving business priorities
Independence and collaboration – ability to work independently and collaboratively within a strong agile team environment
Business curiosity – comfort seeking new approaches to solving business problems and challenging the status quo
Confidence and strong decision-making skills – ability to confidently share and receive ideas
Advanced knowledge of Microsoft applications (Word, Excel, Outlook, and SharePoint)
Experience with collaboration tools, content management systems, Salesforce and Adobe Pro is an asset
Bilingual-English/French is a strong asset

Sales Coordinator, Group Retirement Services – West Region

Key skills