Canadian Immigration Case Worker – Remote Work

We at Woow Canada Immigration are proud to serve our clients with top-notch detail and client-oriented services. We are known for our results and customized approach to every immigration case. If you are ready to go the extra mile to achieve a rewarding experience and professional growth do not wait to submit your Resume and Cover Letter.

The team at WooW Canada Immigration is looking for an Immigration Case Worker who is proud to work independently and within a team, who thrives to help clients to succeed in their immigration journey, who is ready to grow and work in a fast-paced environment.

Responsibilities:

* Draft Service Agreements (SA’s) [formerly called Retainer Agreements & RAs] as per the instructions from RCICs and TLs;

*Follow current 2023 product list with appropriate service prices and work closely with the accounting department, RCICs and TLs to ensure SA is drafted without technical or math errors prior to sending it to clients for signatures

*Send SAs to clients for signature via Zoho Sign by using correct contact information of the client

*Use Zoho CRM system to track sent SAs and timely change the contact’s status for Zoho CRM’s blueprint initiation;

* Once SA is signed check if the SA and its Schedule were properly uploaded to Zoho CRM system and advise the accounting department for payment process initiation by using Zoho CRM system status update;

*Provide additional information to the accounting department that is necessary for the payment process, if applicable;

* Provide support to clients at the SA stage and address all questions and concerns that client might have at this stage by replying to their emails promptly according to our SA 24 hour communication rule;

*Follow Zoho CRM system statuses change updates promptly to maintain a good communication record;

*Creation of the Immigration Case in Monday case management system in accordance with protocols and enter all necessary information;

*Create a Physical Folder for each New Client by following our protocols and procedures;

*Create a Digital folder in an appropriate processing folder for a new Client by following the established pattern: “Surname, Name (Immigration Case type)”

*Organize appropriate subfolders in the Client’s Folder: 1) SA and Billing, 2) IRCC Correspondence, 3) IRCC Status Documents, 4) Documents from Client, 5) IRCC forms;

*Download and save the SA, Schedule and Certificate of Completion from the Zoho CRM in the SA and Billing folder;

*Send Onboarding materials via email to clients with attached instructions, templates and document checklists according to retained immigration service;

*Maintain communication with clients by responding to their emails according to the following rules: 1) Urgent questions, immigration case strategy related – 1 business day; 2) general questions – 2 business days maximum;

*Direct clients’ immigration strategy questions outside of the scoop of AST’s knowledge to TLs/RCICs immediately, seek advice and direction;

*Maintain communication with clients by answering their calls and making regular follow-ups via email and phone. In addition, always be detail-oriented while communicating to clients, ensure that their names and personal information are always spelled and used correctly;

*Be proactive in the documents collection process and continuously remind the client about this task completion;

*Collect clients’ required documents as per our company’s and government’s checklists, in an effective manner;

*Download, review, and assess if the provided documents meet our requirements (both the quality and content) according to the retained immigration service procedures, IRCC requirements and our processing guidelines;

*Provide professional feedback to the client upon completion of the initial documents review within 2 business days to the client;

*Use Monday case processing system email link to maintain a record of all communication with the client;

*Maintain Monday case processing system client’s legal status in Canada information by executing attention to detail and making sure that the appropriate validity of the client’s current legal status in Canada is entered to maintain Monday’s notification system;

*Keep Monday case processing tab up-to-date at all times, ensuring that all necessary columns have accurate information and the workflow is always reflecting the current case processing stage and status;

*Keep clients’ folder organized (both physical and digital folder);

*Review and maintain monthly projections ration by executing organization, attention to detail, and time management skills;

*Follow the TL’s/RCIC’s post-review instructions and make timely changes to the documents, representative submission and cover letters for official application submission;

*Collaborate closely with TLs/RCICs to ensure that any given instructions to clients is up-to-date and correct;

*Keep the client informed about all processing stages promptly and always continue with update email system to maintain the client’s anxiety levels;

*sending out initiation for file and providing clients with status updates throughout the life-cycle of their immigration file;

*Use provided communication templates in communication with the client and if necessary to to amend/update the contact seek approval from the TL/RCIC before processing;

*Respond and attend to ad-hoc tasks as required by the company.

Qualifications:
1. Detail oriented
2. Can perform administrative tasks
3. Communication – fluent in English (speaking, writing)
4. Knowledgeable in Canadian immigration is a nice to have but not required
5. Willing to work from 9am – 5pm EST (night shift Manila time)