Preferred learners
- Canada
- Academic experience or paid work
Categories
Skills
Project scope
- What is the main goal for this project?
-
Clean list of Accounts (Companies, Associations, Groups, etc) affiliated with CFA Society Toronto, in a proper Hierarchical organization with key contacts noted. Facilitate outreach programs and support to our members.
- What tasks will learners need to complete to achieve the project goal?
-
Review our current list of “Company” records.
1. Extract all “Company Name” records listed on contact records.
a. Company Name is a text field where we gather account information for our members.
2. Ensure all “Company Name” have a corresponding Account(Company) record – where none exists, create them.
a. Review CRM for an existing Account(Company) record.
i. If a company not found in a. research companies online to gather company addresses and key contact details i.e. company phone, company email, etc
ii. Create record for the company.
b. NB: Many people use short form names for their companies (i.e. RBC vs Royal Bank vs Royal Bank of Canada etc).
3. Create appropriate hierarchy for records.
a. Use online resources or connect with companies to confirm correct hierarchy.
Requirements:
Knowledge of CRMs (Dynamics and Salesforce preferred)
Reside in Canada, all work to be completed within Canada
Sign and adhere to NDA
Sign agreement to destroy all files at termination of project and provide attestation once complete
- What is the main goal for this project?
-
Clean list of Accounts (Companies, Associations, Groups, etc) affiliated with CFA Society Toronto, in a proper Hierarchical organization with key contacts noted. Facilitate outreach programs and support to our members.
- What tasks will learners need to complete to achieve the project goal?
-
Review our current list of “Company” records.
1. Extract all “Company Name” records listed on contact records.
a. Company Name is a text field where we gather account information for our members.
2. Ensure all “Company Name” have a corresponding Account(Company) record – where none exists, create them.
a. Review CRM for an existing Account(Company) record.
i. If a company not found in a. research companies online to gather company addresses and key contact details i.e. company phone, company email, etc
ii. Create record for the company.
b. NB: Many people use short form names for their companies (i.e. RBC vs Royal Bank vs Royal Bank of Canada etc).
3. Create appropriate hierarchy for records.
a. Use online resources or connect with companies to confirm correct hierarchy.
Requirements:
Knowledge of CRMs (Dynamics and Salesforce preferred)
Reside in Canada, all work to be completed within Canada
Sign and adhere to NDA
Sign agreement to destroy all files at termination of project and provide attestation once complete
- How will you support learners in completing the project?
-
Work can be completed remotely.
Access will be provided to data and tools required to complete tasks.
Opportunity to meet 1:1 with staff lead.
About the company
- https://cfatoronto.ca
- Non-profit, philanthropic & civil society
Supporting the Professional Development of CFA Charterholders
Founded in 1936, CFA Society Toronto is a not-for-profit organization affiliated with CFA Institute, the global body that administers the Chartered Financial Analyst (CFA) curriculum and sets voluntary, ethics-based performance-reporting standards for the investment industry. CFA Society Toronto is Canada’s largest Society of CFA Charterholders and is dedicated to supporting the professional and business development of over 11,000 members. We provide our membership with a local perspective on a global designation through our member services.