Finance Quality Control & Advisor Support Specialist

ONVIGO; Markham; Hybrid; CAD 25,000 - 41,000; Part time

Benefits offered by this job

Group Health Benefits program

Company paid time off

Pre-approved expenses

Career growth opportunities

Job summary

A Canadian travel advisor support agency is seeking a detail-oriented Finance Quality Control & Advisor Support Specialist for a part-time hybrid role. The successful candidate will ensure accuracy within CRM and finance systems while providing essential support and training to independent travel advisors. Candidates should have exceptional attention to detail, experience with CRM systems, and excellent communication skills. The role offers flexible work arrangements and benefits, allowing for a great work-life balance.

Qualifications

• Strong attention to detail and organizational skills.
• Experience with CRM systems and finance platforms preferred.
• Ability to troubleshoot technical and process-related issues effectively.
• Excellent communication skills for advisor support and training.
• Comfortable working independently in a remote environment.

Responsibilities

• Review and verify trips built in the CRM for accuracy.
• Post verified trips to the finance system and confirm invoice generation.
• Deliver basic CRM training to advisors as needed.
• Collaborate with teams to manage commissions and follow up with suppliers.

Skills

Attention to detail

Experience with CRM systems

Excellent communication skills

Troubleshooting skills

Organization skills

Fast-paced

Self-starter

Quality focus

KPI driven

Conflict resolution

Tools

CRM software

Job description

Overview

Position: Finance Quality Control & Advisor Support Specialist (Part-Time, Hybrid)

Company: ONVIGO

Location: Hybrid, Home-based | Markham Office

Reports To: ITA Support Lead

About the Company

Onvigo is a Canadian owned and operated host agency with a twist. Not only are we dedicated to helping Independent Travel Advisors (ITAs) grow their business and succeed, but we also support individuals looking for entry into the travel industry. Our focus is creating a barrier free path for everyone who wants the opportunity to find a rewarding career in travel. Whether you are completely new to the travel industry or you are an experienced agent, we are committed to helping you achieve your goals. Through our support, tools and technology, commission structure and our NO FEES approach, Onvigo puts the ITA FIRST.

Job Overview

Onvigo is seeking a detail-oriented and tech-savvy professional to join our team in a part-time, home-based role. This position combines finance quality control with independent travel advisor support. You will play a key role in ensuring accuracy within our CRM and finance systems while providing troubleshooting and training support to advisors.

Responsibilities and Duties

• Quality Control: Review and verify trips built in the CRM for accuracy and completeness. Ensure that all required details are correctly entered for every trip.
• Finance Integration: Post verified trips to the finance system. Confirm proper generation of line items for invoices. Troubleshoot issues related to CRM trip building and invoice line-item generation. Provide guidance and solutions to advisors on CRM processes.
• Training & Knowledge Sharing: Deliver basic CRM training and support to the advisors as needed. Assist in creating job aids or quick reference guides for common CRM tasks.
• Commission Management: Collaborate with both the Support and Finance teams to identify outstanding commissions. Follow up with suppliers to confirm commission status and expedite payment. Maintain accurate records of commission inquiries and resolutions. Communicate clearly with advisors regarding expected timelines for commission payouts. Proactively monitor and report on commission trends to ensure timely processing.

Qualifications

• Strong attention to detail and organizational skills.
• Experience with CRM systems and finance platforms (travel industry experience preferred).
• Ability to troubleshoot technical and process-related issues effectively.
• Excellent communication skills for advisor support and training.
• Comfortable working independently in a remote environment.
• Ability to work in a fast-paced environment and comfortable working with new technologies
• Independent self-starter with the ability to collaborate well with others
• High attention to detail, with the ability to correct errors and flag inconsistencies with ease
• Thrives in a KPI driven environment
• Ability to build trust and work through conflict both upwards and downward

Work Arrangement

Location: Home-based | Some In-Office days (Canada)

Reports to: ITA Support & Quality Control Associate & Director of Host Agency Operations

Benefits

• No waiting period to participate in our Group Health Benefits program that includes Extended Health and Medical
• Company paid time off including vacation and sick days
• Pre-approved expenses paid by the Company
• Career growth opportunities
• The energy and excitement of working for a fast-scaling travel company

Onvigo values diversity in the workplace and is committed to fostering employment equity by encouraging applications from the following designated groups: women, Aboriginal people, people with disabilities, and members of visible minorities. Onvigo will work to accommodate people with disabilities throughout the recruitment and selection process. Applicants are asked to please make your accommodation known to us so that we canwork together to adequately meet your needs.