Sales Assistant

Sales Assistant at Velocity Investment Partners. Provide exceptional client experiences, manage critical administrative and client-facing tasks, and support the team's success.

Requirements

• Administrative experience in a professional services environment, preferably in financial services, luxury hospitality, or a similar high-end setting.
• Fundamental wealth management concepts, including RRSPs, TFSAs, and account openings.
• Knowledge of social media platforms, CRM software, and Microsoft Office.
• Excellent communication, organization, and customer service skills.
• Ability to thrive in a fast-paced, demanding environment and work collaboratively with a team.

Benefits

• Health Benefits
• RRSP Matching Program
• Employee Stock Purchase Plan
• Paid Time Off
• Volunteer Days
• Discretionary Bonuses
• Tuition Reimbursement