Bethany Armstrong Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Ca

Toronto, Ontario, Ca

Toronto, Ca

Toronto, On, Ca

• Provide executive administrative support to the Senior Vice-President, Investments and Portfolio Manager and other members of the Investment Management team.

Toronto, On, Ca

• Provide support to three Vice-Presidents of Sales alongside their team including the top producing sales team within IA Clarington.• Build and maintain strong relationships with Investment Advisors to retain existing assets and increase sales.• Book sales meetings while meeting weekly goals.• Provide excellent customer service with prompt follow-up to advisors questions and requests.• Act as the liaison with internal departments on behalf of the Vice-Presidents.• Administrate all cooperative marketing requests and knowledgeable in compliance policies and procedures.• Fulfill all marketing requests for teams and advisors.• Effectively manage and coordinate corporate luncheons, client meetings and overall work schedule.• Calendar management and maintaining activity targets.• Plan and coordinate territory events and promotional activities.• Generate sales reporting and lead all administrative activities.• Book all travel arrangements.• Expense management and budget forecasting.• Assist Inside Sales Representatives and Vice-Presidents of Sales with a focus on direct sales.

Leadership In Administration Program

Bachelor Of Business Administration (Bba)