JOB OFFER : Remote Administrative Assistant

COMPANY : CarolXpert Consulting Inc.

At CarolXpert Consulting, we support business processes by providing administrative and operational assistance to our clients and internal teams. Our mission is to help organizations stay organized, efficient, and responsive in a professional and remote-friendly environment. We value clear communication, integrity, and results-driven work ethic.

LOCATION : Remote

EXPERIENCE LEVEL : Intermediate

PROJECT DELIVERY TIME : Less than a month

Preferred method of remuneration: Hourly rate Indicative budget: $34 Activity sectors: Finance - Accounting - Insurance

JOB DESCRIPTION

The successful candidate will be responsible for assisting our team remotely, with a focus on managing schedules, coordinating meetings, and maintaining project files. The ideal candidate should have excellent communication skills and be able to multitask effectively. This is an intermediate position and prior experience in administration is required.

RESPONSIBILITIES

• 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.

REQUIREMENTS

• Experience in an administrative role
• Excellent communication skills
• Ability to multitask and manage time efficiently
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
• Access to high-speed internet for remote work

SOCIAL 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.