Senior Virtual Assistant

Our lending business funds equipment, vehicles and working capital for small and mid-sized companies across Canada. Coastal Wealth Management manages assets for more than 200,000 clients through 120 offices. Dress is business casual, and suits come out for client meetings.

Job summary

This is a support role that calls for accuracy and follow-through more than anything else. The Senior Virtual Assistant supports the Facilities department with scheduling, document preparation, data entry and general office tasks. Our team is spread across 11 countries. Headquarters is in Toronto. We hire in India through an employer of record, so this is a regular full-time job with local payroll and statutory benefits. Expect to work a schedule that overlaps with US Eastern business hours until about noon ET. Day-to-day communication is in Slack and Google Meet.

What you'll be doing

• Enter data into the ERP or CRM and check it for accuracy
• Schedule meetings and manage calendars for the department manager and team
• Track department budgets and invoices in a spreadsheet
• Scan, file and organise documents in SharePoint
• Order supplies and process purchase requests
• Prepare letters, reports and presentations in Word, Excel and PowerPoint

Required qualifications

• 5+ years of administrative or clerical experience
• Reliable attendance and punctuality
• Proficient in Microsoft Word, Excel, Outlook and PowerPoint
• High school diploma or GED
• Professional phone manner
• Organised and able to handle several requests at once
• Typing speed of 45+ WPM with good accuracy

Preferred

• Concur or SAP experience
• Experience in a manufacturing, healthcare or legal setting
• Bilingual English and Spanish

Benefits

• Monthly internet allowance
• Public holidays observed per your country
• Two weeks of paid leave at year end
• Home office setup budget
• Annual learning budget
• Paid sick days
• Flexible hours

Let us know your current notice period and salary expectations.

Due to the number of applications, only shortlisted candidates will be contacted.

Start: Flexible.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Coastal Wealth Management Ltd..