Job Description

Job Overview

We are looking for a responsible Personal Assistant & Customer Service Exec to provide secretarial and administrative support in a well-organized and timely manner.

You will work on a variety of tasks assisting with the running of a mortgage brokerage that specialising in helping first-time buyers and home movers to buy, refinance or invest in property.

Responsibilities:

maintain an in-depth understanding of the business in order to establish priorities and manage team expectations coordinating team meetings, monthly adviser training sessions and relationships with external stake holders managing our bespoke mortgage industry CRM database, and coordinating data in excel checking, updating and ensuring our CRM database is up to date and correct reviewing company social media accounts to ensure marketing is being implemented in a way that is onbrand and message organising tasks and tracking progress within the CRM system putting together financial information, sending invoices and chasing payments where appropriate / as requested relationship management with directors, clients, advisers, team etc. answering calls and handling queries, manging "leads" and prospects submitted via website with the goal of booking an appointment in an adviser's diary collating information and "client files" for checking by an external compliance auditor handling all enquiries relating to telecoms, IT, HR, pension/payroll, and other technology used within the industry planning, organising and arranging events, for the businesses be a confidante and handle sensitive information confidentially Look at creative ways to support the business and the director The list of duties is not exhaustive, and flexibility is required in terms of what the PA may be required to undertake in order to deliver rounded support to the director.

Values

Proactive Positive Professional Personable

Other

Proven work experience as a personal assistant or administrator and in customer service Systems experience/tech-savvy Be a people person Knowledge of office management systems and procedures MS Office and English proficiency Outstanding organisational and time management skills Up-to-date with the latest office gadgets and applications Ability to multitask and prioritize daily workload Excellent verbal and written communications skills Discretion and confidentiality PA diploma or certification would be considered an advantage' Experience in mortgage / insurance industry is an advantage
Job Type: Full Time

Salary: 25,000 to 30,000 per year

Benefits:

Casual dress Company events Free Gym Membership Company pension Free parking On-site parking
Work Location: In person

Job Type: Full-time

Pay: 25,000.00-30,000.00 per year

Benefits:

Company pension On-site parking
Experience:

mortgage: 1 year (required) Administrative: 1 year (required)
Work Location: In person