Remote Administrative Assistant

About the position

Job Description: Remote Administrative Assistant

• Job title: Remote Administrative Assistant
• Work Location: Remote | Work at home
• Type of employment: Full-Time | Part-time
• Salary offered:
• – Fixed salary for a Full-Time job (40 hours per week): $6,400 per month.
  Work schedule: 9 am to 5 pm
• - Fixed salary for a Part-Time job (20-25 hours per week): $3,200 - $4,000 per month.
  Work schedule: Working hours should be between 9 a.m. and 5 p.m.
• Duration of the probationary period: – 1 month (The trial period will be paid at the same rate)

Why Work With Us?

CarolXpert Consulting Inc. is always looking to expand its reach locally and nationally, we thank you for your Interest in building a brighter future with us.

People want to work with CarolXpert Consulting because we treat our people with respect and help them create more value for themselves and for the company. They also want to work with CarolXpert Consulting because of our forward-thinking approach to growing a successful business. We offer opportunities on a wide range of projects locally and nationally and are always looking for passionate individuals from many areas and trades to help us create the greatest company of tomorrow.

From small business support to strategic investment consulting in partnership with fintech innovators, our company offers a uniquely diverse and dynamic working environment. If you are a team player who enjoys working in a challenging environment, if you think keeping on top of the latest technologies for business solutions is a rewarding benefactor of your career, then you are at the right place and it's the right time!

About Us!

CarolXpert Consulting Inc. is a full service tax and accounting firm located in Richmond Hill, ON. Since our founding, we’ve built a firm that specializes in helping our clients with problems they may have. Our mission and purpose is to provide affordable products and services that relieve the small-to-medium sized business owner or manager the headaches of the financial aspects of their business. Every owner or manager has strengths and weaknesses. It is our mission to have everyone working on their strengths and not on mundane accounting applications. This approach enables them to work on growing their business. By taking away this vital part of their business, and performing at a very high level of competence, owners and managers focus on what is truly important, growing the bottom line.

In addition to our core accounting and tax services, CarolXpert Consulting Inc. has also evolved into a strategic advisory firm in the financial space. We now work with a broad range of clients — including asset managers, financial institutions, and fintech firms — helping them optimize their investment product offerings, enter new markets, and develop efficient distribution strategies. Our deep understanding of both traditional and alternative investment products allows us to support clients as they navigate the complexities of the financial landscape.

We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence. CarolXpert Consulting is focused on assisting businesses attain profit levels that meet or exceed industry benchmarks. This unwavering focus on increasing the success of every client's business is what sets up apart from other companies providing similar products & services. We accomplish our mission and purpose by stressing our 3 core tenants:

• Value
  We value each and every client. No two engagements are the same. Each is dynamic, customized, and lasting, By using this approach, our clients do not pay for needless products or services. We have a vested interest in growing each client's bottom line ensuring a long-term relationship.
  
• Integrity
  It is the core of what we sell. With a few years' experience providing our products and services, our clients are assured accurate financials delivered on time.
  
• Trust
  This is earned by providing the first 2 tenants. By providing products and services with value and integrity we gain trust. That earned trust translated into future business via referrals and our other marketing materials and strategies.
  

Our team of professionals serves the accounting and tax needs of individuals and owners of small to mid-sized businesses. We look for opportunities to help you meet your accounting needs and goals so that you can have the business you always dreamed of. We enjoy getting to know each client so we can offer personalized and customized service that help save you time and money.

The types of projects we typically perform for clients include tax return preparation and planning, outsourced controller services, bookkeeping and payroll, and consulting for QuickBooks®, and special projects. Our tax return preparation services comprise a variety of clients, including individuals corporations, partnerships, nonprofits, estates, and trusts.

On the accounting side, we offer bookkeeping, payroll, outsourced controller services, budgeting, cash flow forecasting, cloud accounting, loan package preparation, and financial statement preparation. We also offer software selection, setup, customization, training, troubleshooting, and consulting for QuickBooks®.

Building on this foundation, we also provide consulting services that focus on the design and structuring of investment products, market entry strategy, and support for financial institutions entering new distribution channels. Whether it’s advising on the launch of a new fund or providing insights on regulatory positioning, our team supports businesses at the intersection of finance and innovation.

Our firm serves clients in many industries, including professional services such as consulting, law firms, architects, physicians, dentists, HR consultants, technology companies, and insurance companies; personal services such as hair stylists, nail salons, barbers, caterers, dog sitters, child care services, psychologists, wardrobe consultants, makeup artists, physical trainers, and metaphysical workers; construction, trades, landscapers, lawn mowers, interior designers, moving companies, food service, restaurant, retail, wholesale, distribution, and more.

Job Description:

We are looking for a Remote Administrative Assistant with a strong client-focused mindset — someone who is motivated, dependable, and skilled at relationship management — to join our growing virtual advisory team! You will work remotely to support our investment consulting operations by building and deepening client relationships, coordinating with internal teams, and helping drive revenue growth by identifying new opportunities within the investment and financial services space. This includes supporting both existing and prospective clients. You will collaborate closely with consultants, analysts, and research teams, assisting with investment product initiatives, proposal development, and client communications. Your role will be crucial in serving as a trusted advisor, helping clients navigate complex investment products and regulatory landscapes.

Please note: while your role involves engaging prospective clients, finding new clients via cold outreach or sales prospecting is not a primary responsibility. Each client relationship you manage is important to our firm. While the nature of client needs may vary, your proactive support and strategic insight will help grow their businesses and our firm’s reputation.During your trial period, you will work under the direct supervision of a senior manager, who will provide detailed training, clear instructions, and ongoing support. This will help ensure a smooth learning process and allow you to gain valuable experience. We offer both full-time and part-time positions, with flexible scheduling options available in most cases — including the opportunity to set your own schedule. The position offers a competitive base pay of $37 per hour. This is a 100% remote position. You will be considered a remote employee and will not have a physical workplace.

Essential Duties:

• Performs general administrative tasks (e.g. e-mail, telephone, etc.).
• Handle inbound and outbound contacts in a courteous, timely, and professional manner.
• Listen to customers, understand their needs, and resolve customer issues.
• Record and modify customer information within the database.
• Accurately document and process customer claims in appropriate systems.
• Overseeing consumer and business related deposit services and operations including specialty accounts such as Trust, Estate, IRS and Health Savings accounts.
• Assists the Finance Manager in coordinating and overseeing Interac e-Transfer processing, check (share draft) processing, wire transfers, inclearings, debit cards and all E-commerce products such as: Internet Banking, Mobile Banking (Commercial & Retail accounts), Cryptocurrency, Positive Pay, Instant Issue, Bill Pay, Person-to-Person payments and Treasury services.
• Cash Management Operations, Electronic Payments, Wire Transfer, Item Processing, and Digital Channels.
• Set clear and consistent performance expectations and providing clear and actionable feedback.
• Ensuring consistent, accurate and timely delivery of service to members and line of business partners.
• Demonstrates compliance with banking business laws and regulations as defined in company policies and procedures pertinent to the position.
• Assist in maintaining daily/weekly/monthly payments reporting for financial, transaction and other statistical data.

On a typical day, you'll:

• You'll use your interpersonal and technical skills to deliver amazing customer service that enables you to experience all the rewards a large, respected organization has to offer!
• Provide stellar customer service.
• Gather information from the customer to make appropriate recommendations for new products and services.
• Effectively resolve issues or concerns.
• Assist the finance manager in coordinating and processing deposit payments from our current clients to ensure consistent, accurate and timely delivery of services to clients and business partners. You will be responsible for receiving payments from our customers and transferring money to a certain department of our company in accordance with the instructions your manager will provide you.

Benefits:

• Extended medical and health coverage that includes medical, dental and vision.
• Career advancement opportunities.
• Work-at-Home Opportunity.
• Tuition reimbursement.
• Paid holidays and generous paid time off.

Compensation and bonuses:

We believe that hard work should pay off, so we make sure that our compensation and total rewards are competitive. Standard starting compensation is commensurate with experience. Regular reviews and raises are awarded based on tenure and performance, so our employees make more each year. Employees earn paid time off as well as paid holidays and paid training opportunities. Regular daily, weekly and monthly incentives are part of the overall compensation our team members enjoy.

The compensation package is as follows:

The total compensation plan for full-time employees consists of a monthly base salary, along with monthly, quarterly, and annual bonuses, totaling approximately $76,900 or more per year, depending on company performance and individual performance.

Schedule: Need a schedule that works with your life?

We can offer a wide range of scheduling options for you. You will be offered the opportunity to work full-time and part-time with the possibility of choosing your working schedule. Whether you are a busy parent, student, or just want control of your work-life balance, flexible, customized scheduling is one of the perks of working at our organization.

For full-time work from Monday to Friday: Must be available to work from 9am - 5pm, 40 hours a week.

You will work from a home office. You will not be expected to be tied to your home office all day. However, you will be expected to be immediately responsive and available to answer inbound calls from Monday to Friday between the hours of 9am and 5pm. You may need to contact clients after 5pm as required from time to time.

Work from home requirements:

• A dedicated, private home office space in your residence.

We will provide our remote employees with equipment essential to their duties, such as laptops, headsets and mobile phones (if applicable). We will install the VPN and software required by the company when the employees receive their equipment. The equipment we provide is owned by the company. The company retains control of the property and reserves the right to monitor company property, even when it is being used at your remote site. Employees must keep it safe and avoid misuse. Company provided equipment is to be used for business purposes only. The remote worker will sign an inventory of all company property received and agree to take appropriate steps to protect the items from damage or theft. In the event of termination of employment, all company property will be returned to the company unless other arrangements have been made.

OTHER INFORMATION:

We are an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, national origin, ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, marital status, or any other legally recognized protected basis under federal, state or local law.

REGARDING COVID-19: As an employer supporting critical Federal, State, Provincial, and Commercial clients, we have taken steps to ensure that we remain operational while taking every precaution possible to prevent the spread of COVID-19 and keep our employees safe. Measures include social distancing for those working on-site, frequent deep cleaning and disinfecting of workstations and common areas, daily contactless temperature checks for those essential employees working on-site and requesting masks to be worn.

HOW TO APPLY?

If you are interested in this position and meet the qualifications, please send your resume and a brief cover letter to our manager at:

[email protected]

Please include the following in the subject line: "Application for Remote Administrative Assistant"

We review every application carefully and will contact you if you are selected for the next steps.

Place of work