Administrative Assistant - (ZR_20100_JOB)

This is a remote position.

Schedule

40 hours per week

Monday to Friday

8:30am to 5:30pm Pickering, Ontario, CAN EST

1 hour unpaid break

Responsibilities

• Execute precise data entry for mortgage applications, ensuring accuracy and completeness
• Efficiently sort and organize critical documents such as pay stubs, job letters, and tax returns
• Create engaging presentations using Canva for client pitches and internal communications
• Provide professional and friendly customer service, answering calls and responding to client inquiries
• Operate internal systems to order appraisals and manage other mortgage-related processes
• Assist in managing social media presence, including adding captions to videos and scheduling posts (contents already provided)
• Utilize Jungo CRM for various tasks including lead management and data organization
• Collaborate closely with the mortgage broker to support daily operations and streamline processes
• Assist in researching and following up on prospective clients
• Manage calendar
• Use the provided content and schedule email blasts though GHL
• Other administrative tasks as necessary
  
  

Requirements

• Exceptional attention to detail and ability to handle sensitive information with utmost confidentiality
• Proficiency with Jungo CRM or similar customer relationship management systems
• Proven experience in data entry and document management in a professional setting
• Familiarity with design tools like Canva and the ability to create visually appealing content
• Excellent communication skills, both written and verbal, with a professional demeanor
• Strong ability to work independently, manage multiple priorities, and meet deadlines
• Tech-savvy with a quick learning curve for new software and digital tools
• Comfortable working in a virtual office environment with Eastern Time Zone business hours
• Experience and passion for the mortgage and finance industry preferred