Job Description
Overview
Join the Advisor Channel Sales team at RBC Global Asset Management to leverage data analytics and reporting skills. Use advanced Excel and AI tools to support investment advisers in Toronto. As part of the Sales Technology & Analytics team, you will categorize sales transactions and generate insightful reports. Join a team-oriented team driving innovation in the financial services sector.
Responsibilities
- Manage and categorize daily sales transactions effectively
- Identify and report on recent advisor prospects
- Perform CRM reporting and maintain data hygiene
- Support ACS event planning and related reporting
- Integrate AI tools to enhance reporting processes
Qualifications
- Advanced Excel skills, including macro creation
- Proficient in Microsoft Office Suite
- Familiarity with CRM syste...