Job Description
Manage payment reminders and same-day payment confirmations
Schedule appointments and manage the company calendar
Collect, organize, and track client documents accurately
Prepare client expense breakdowns and debt relief assessments
Recover and reactivate cancelled files and ensure client records remain up to date
Answer calls on the company’s main phone line and assist clients professionally
Prepare daily end-of-day (EOD) reports summarizing:
Number of clients called
Appointments booked
Documents collected
Payment reminders and confirmations completed
Send completed files to the G&A department
Follow up with clients regarding missed payments or files on hold
Update CRM notes and client records daily
Make 50 calls per day, starting by 10:30 a.m. (or within 30 minutes of shift start)
Maintain and update sales and client tracking spreadsheets (Excel/Google Sheets)
Research and develop partnerships with car dealerships, accountants, consolidation companies, and other relevant businesses
Qualifications
Experience as an Executive Assistant, Administrative Assistant, or Client Service Representative (preferably in a financial or professional services setting)
Excellent communication, organization, and multitasking skills
Strong attention to detail and reliability
Proficiency with Microsoft Office, Google Calendar, and Excel
Comfortable managing a high volume of calls and client follow-ups
Experience in debt relief, financial services, or customer relations is an asset
Must be available 2 days per week in office at our Toronto location
Schedule & Compensation
Hybrid schedule: 2 days in office / 3 days remote
Full-time or part-time hours available
Competitive hourly wage or salary (based on experience)
Commission opportunities for performance and sales contributions
Growth potential within a supportive, professional environment
Benefits
Hybrid work flexibility (office + remote)
Commission bonuses based on client and business performance
Supportive team culture and career advancement opportunities
Direct involvement in helping Canadians achieve financial freedom
Schedule appointments and manage the company calendar
Collect, organize, and track client documents accurately
Prepare client expense breakdowns and debt relief assessments
Recover and reactivate cancelled files and ensure client records remain up to date
Answer calls on the company’s main phone line and assist clients professionally
Prepare daily end-of-day (EOD) reports summarizing:
Number of clients called
Appointments booked
Documents collected
Payment reminders and confirmations completed
Send completed files to the G&A department
Follow up with clients regarding missed payments or files on hold
Update CRM notes and client records daily
Make 50 calls per day, starting by 10:30 a.m. (or within 30 minutes of shift start)
Maintain and update sales and client tracking spreadsheets (Excel/Google Sheets)
Research and develop partnerships with car dealerships, accountants, consolidation companies, and other relevant businesses
Qualifications
Experience as an Executive Assistant, Administrative Assistant, or Client Service Representative (preferably in a financial or professional services setting)
Excellent communication, organization, and multitasking skills
Strong attention to detail and reliability
Proficiency with Microsoft Office, Google Calendar, and Excel
Comfortable managing a high volume of calls and client follow-ups
Experience in debt relief, financial services, or customer relations is an asset
Must be available 2 days per week in office at our Toronto location
Schedule & Compensation
Hybrid schedule: 2 days in office / 3 days remote
Full-time or part-time hours available
Competitive hourly wage or salary (based on experience)
Commission opportunities for performance and sales contributions
Growth potential within a supportive, professional environment
Benefits
Hybrid work flexibility (office + remote)
Commission bonuses based on client and business performance
Supportive team culture and career advancement opportunities
Direct involvement in helping Canadians achieve financial freedom
💡 Quick Summary
Seeking a career-building opportunity? The Executive Assistant (Hybrid – 2 Days in Office / 3 Days Remote) position is now open for candidates interested in the Remote Jobs sector. This role in Toronto offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Remote Jobs is a plus.
