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Company | Aviso Wealth |
Address | Toronto, Ontario, Canada |
Employment type | TEMPORARY |
Salary | |
Category | Financial Services |
Expires | 2023-08-03 |
Posted at | 10 months ago |
Description
- Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
- Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
- Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization
- Other duties as assigned to support the various functions of the Marketing Operations team
- Assist and/or coordinate promo orders: create requirements briefs for promo items, source options, present selection to stakeholders and oversee the production and distribution of promo orders. Ensure promo items adhere to graphics standards and product quality are aligned with brand guidelines
- Support aspects of print production such as monthly inventory management, identify and compare quantity thresholds, pricing, product descriptions and naming conventions are correct. Work with business lines to replenish low inventory and reprints as needed
- Provide support with sponsorships: activation, coordinating sponsorship assets, content assets, and logistics as required
- Assist with the sourcing, production, and distribution of visual displays such as pull-up banners, tradeshow booths, easel boards / posters, etc. Coordinate the distribution to sponsorships, events, and returns to inventory / warehousing
- This individual will support the Director on the SRO integration by working with the various Marketing teams to coordinate all of the steps required to capture changes, coordinate Compliance approvals, enter requests into Workfront, transfer files between internal teams and external vendors
- Proactively manage orders and fulfillment for third party materials such as Compliance and Regulatory decals, brochures, signage, pocket folders, statement runs, etc.
- Process invoices according to proper procedures, securing approvals and ensuring that correct ledgers are assigned to track expenses
- Provide marketing support to internal employees and advisors as it relates to eStore orders, onboarding new eStore accounts, demoing, updating the eStore User Guides, maintaining the list of user groups, offboarding accounts, etc.
- Technically savvy with the ability to quickly learn new software applications
- High level of proficiency in MS Office applications, including advanced Word, Excel, and PowerPoint skills
- Ability to manage multiple projects in a fast-paced, deadline-driven environment, changing focus and priority as needed
- 2 - 3 years of experience in a marketing or operations department
- Highly self-motivated individual who is resourceful and driven
- Independent and self-directed with a strong ability to work collaboratively with peers
- Familiarity with print production would be an asset
- Fluent communication skills are required and bilingual skills in French are an asset
- Knowledge of the financial services industry with a good understanding of wealth management and asset management within those markets is preferred
- Extremely well organized and detail oriented
- Post-secondary education in business, marketing, communications, or operations preferred
- Excellent health, dental and insurance benefits to meet the diverse needs of our employees
- Generous vacation time, fitness benefit, parental leave top-up options
- Regular social events to foster teamwork
- Matching contributions to our retirement program
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program
- Competitive compensation package that rewards and recognizes individual contributions
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