Mahoney Asset Management
Mahoney Asset Management
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Mahoney Asset Management एक स्वतंत्र वित्तीय सेवा फर्म है, जो व्यक्तिगत ग्राहकों के लिए सेवानिवृत्ति योजना, निवेश सलाह और संपत्ति प्रबंधन में विशेषज्ञता रखती है। इसका दृष्टिकोण व्यक्तिगत वित्तीय योजना, पोर्टफोलियो निर्माण, आमने-सामने सलाहकार बैठकों और पोर्टफोलियो की निरंतर निगरानी को संयोजित करता है। सेवानिवृत्ति आय की जरूरतों का मॉडल तैयार करने में सहायता के लिए फर्म अपने पेटेंट किए गए GPS प्रश्नावली और प्रक्षेपण उपकरण का उपयोग करती है। यह बाजार संबंधी टिप्पणियां और शैक्षिक संसाधन भी उपलब्ध कराती है। प्रतिभूतियां संबद्ध ब्रोकर-डीलर Newbridge Securities Corporation के माध्यम से पेश की जाती हैं, जबकि निवेश सलाहकार सेवाएं SEC-पंजीकृत सलाहकार के माध्यम से प्रदान की जाती हैं।

Revenue Operations Coordinator – Toronto Hybrid

Coordinate Salesforce administration, reporting, data quality, and CASL compliance for a Canadian investment management environment. Support sales, marketing, CRM users, and revenue operations reporting.

विवरण

  • Administer Salesforce data entry and records supporting marketing insights, client information, and sales activity
  • Create and maintain standard Salesforce reports and dashboards for sales teams
  • Prepare accurate, validated datasets for executive Revenue Operations and KPI reporting
  • Maintain CASL consent records and update them as required for compliance
  • Review data quality and correct inconsistencies
  • Refer data model and reporting logic issues to CRM Engineering and senior colleagues
  • Handle CRM user requests, including troubleshooting and access administration
  • Document workflows and uphold established data standards
  • Provide occasional administrative assistance to Sales Support and Marketing
  • Collaborate across departments to keep client and prospect data accurate, compliant, and aligned with business objectives

आवश्यकताएँ

  • Bachelor’s degree in business, finance, information systems, or a related field
  • One to two years of experience in administration, operations, or data support, ideally within financial services
  • Intermediate to advanced proficiency with Excel
  • Salesforce reporting experience is considered an asset
  • Clear and effective written and verbal communication
  • Strong ability to organize work and manage priorities
  • Highly meticulous approach to detail
  • Capacity to work independently while contributing effectively in a team

लाभ

  • Equity ownership opportunities may be available to top performers
  • Profit-sharing program
  • Health and wellness coverage
  • Life and disability insurance
  • Paid vacation, time off, and holidays
  • Learning and professional development programs
  • Flexible work environment
  • Corporate fitness reimbursement and discounts
  • VersaFi memberships
  • PICTON investment counseling and portfolio management services
  • Volunteer and charitable donation matching
  • Maternity and parental leave top-up
  • Employee recognition awards
  • Semi-annual performance bonuses
  • At least 15 days of annual vacation
  • Training and development reimbursement
  • Comprehensive health and dental coverage
  • Healthcare spending account

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