Sales T&E Analyst

Fidelity Canada is a leading financial services company committed to helping investors build better financial futures. They are seeking a Sales T&E Analyst to manage and report travel and entertainment expenses for the sales teams, ensuring timely and accurate processing within the company's systems.

Responsibilities

• Prepare and remit monthly travel and entertainment expense reports on behalf of the Sales teams
• Liaise and build effective relationships with the Sales teams and other internal departments
• Build monitoring/trending reports and provide support to Manager, Sales T&E

Skills

• Current work authorization for Canada is required for all openings
• Post-secondary education or equivalent work experience required
• More than 3 months of experience in an administrative role, preferably in a sales environment required
• Experience in the financial services/mutual fund industry
• Excellent writing, oral communication, and analytical skills
• Team player and can work independently with various individuals from different business units
• Excellent organizational skills and attention to detail
• Strong knowledge of MS Office (Word, Excel, PowerPoint, Outlook), Adobe Acrobat
• Experience with Salesforce is required
• Ability to work in a fast-paced environment with minimal supervision
• IFIC course or Canadian Securities Course (CSC) is an asset
• Knowledge of NI 81-105 is an asset

Benefits

• Discretionary Performance Bonus
• RRSP Contribution After 6 months of employment, we invest in your future with an RRSP contribution with no employee matching required
• Flexible hybrid schedule as part of Fidelity’s dynamic working arrangement

Company Overview