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Sales Support Agent

https://www.randstad.com Logo

Randstad

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Location:
Canada, Montréal

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Category:
Finance

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Contract Type:
Not provided

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Salary:

27.00 - 28.00 CAD / Hour

Job Description:

As a pillar of operations support, you will actively contribute to the customer experience, the rigorous follow-up of sales and the continuous improvement of our internal processes. Join a company committed to innovation, collaboration and excellence!

Job Responsibility:

  • Provide professional and attentive customer service to customers, mortgage brokers and financial advisors
  • Respond to inquiries and ensure efficient follow-up of files
  • Manage referrals in CRM (creation, delegation, 48-hour follow-ups, reminders)
  • Update the list of active brokers
  • Prepare support documents for strategic meetings
  • Enter sales data into CRM on a daily basis
  • Produce and analyze sales reports (Quebec and British Columbia)
  • Prepare follow-up files for advisor/broker development
  • Manage monthly broker payroll (QC and BC) and follow up on insurer statements
  • Collaborate with finance team to process monthly data

Requirements:

  • Minimum 1 year experience in customer service or administrative support
  • High school diploma required
  • Strong organizational skills and ability to manage priorities
  • Team player, autonomous and proactive
  • Excellent communication skills in French and English (bilingualism required)
  • Proficiency in computer tools, particularly Microsoft Outlook and Excel
  • Attention to detail, rigor and ability to adapt to a dynamic environment
What we offer:
  • Competitive salary
  • Flexible working hours (37.5 h/week, Monday to Friday) 2 days a week at the office
  • Stimulating, human and technological environment
  • Part of a major financial group
  • A culture of innovation and collaboration

Additional Information:

Job Posted:
May 31, 2025

Expiration:
July 13, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:
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