Sales Coordinator

Description

Title Sales Co-ordinator

Department Sales Support Team, Wholesale Sales

Location Sydney, Australia

Reports To Head of Strategic Sales and Solutions

Level 4

We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our team and feel like you’re part of something bigger.

About your team

Fidelity Investments is a member of Fidelity International, an independent asset management group that offers a range of investment products and solutions to pension funds, institutional investors, and individual investors.

About your role

The sales co-ordinator role works closely with the sales team, primarily supporting the wholesale sales team. The primary responsibilities of this role includes (but is not limited to) :

• Co-ordinator team diaries including internal and external meetings.
• Organising onshore and offshore travel including flights and accommodation
• Working with the marketing team to assist in coordinating events including regional roadshow bookings and administration.
• Invoice management
• Co-ordination between sales teams and investment functions organising meetings and schedules e.g. IMP requests
• Preparation of offsites including agenda & logistics
• Review of events and conference spend within the context of the budget
• Presentation deck management including compliance sign off process
• Management of agreements
• Expense management
• Assist in ad-hoc projects and initiatives
• Co-ordination of meetings for new starter inductions

About you

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Feel rewarded

For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team.