Sales Operations Coordinator
Share
Job Location:
Monthly Salary:
Posted on:
9 hours ago
Vacancies:
1 Vacancy
Job Summary
Lysander Funds is an independent Investment Fund Manager with head office in Toronto and regional offices in Montréal and offer investment products to investment and mutual fund advisors and their clients with the aim of helping investors reach their long-term financial goals. We have an entrepreneurial culture that values hard work honesty and flexibility.
The Sales Operations Coordinator will work closely with the Lysander Sales Operations and Portfolio Strategy teams at head office to help with research marketing operational tasks and project management. The Sales Operations Coordinator will work successfully in a team environment and build effective and collaborative working relationships across business units.
This role reports to the Vice President Sales Operations.
This is a full-time role working from the Toronto office of Lysander Funds.
Responsibilities
- Management of projects to support the sales team
- Marketing support and task execution including presentation updates
- Translation process management and execution
- CRM and database management
- Generation and communication of internal reports to sales team
- Support client requests to Portfolio Strategy team
- Collaboration with compliance team to approve materials
- Other duties as assigned
Qualifications
- College diploma or undergraduate degree
- Highly adaptable to different tasks and teammates
- Good organizational skills with a high attention to detail
- High quality written and verbal communication skills
- Strong knowledge of MS Office advanced Excel skills an asset
- Completed or working towards the CSC CIM CFA or other professional designations an asset
- Professional French language skills a strong asset
We are committed to providing accommodations for people with disabilities in all aspects of the recruitment and selection process. If you require accommodation or special assistance please send an email with your request to . Your information will be treated as confidential.
Deadline for applications:February 16 2026
Required Experience:
IC
Key Skills
- Sales Experience
- Microsoft Office
- Customer Service
- Hotel Experience
- Hospitality Experience
- Basic Math
- Microsoft Powerpoint
- Salesforce
- Filing
- Project Management Software
- Administrative Experience
- Sales Support
About Company
We partner with experienced portfolio management firms with active management strategies and long-standing track records.
