Job Description

Overview

We are seeking a highly organised and proactive

Personal Assistant

to support our Director in a fast-paced mortgage and financial services environment. The ideal candidate will have excellent administrative skills, keen attention to detail, and the ability to manage a wide variety of tasks efficiently. This role plays a crucial part in ensuring the smooth operation of the Director's office and day-to-day mortgage operations. Discretion and professionalism are essential, especially when handling sensitive client and business information.

Key Responsibilities

Provide comprehensive administrative support to the Director, including diary management, meeting coordination. Liaise with clients and lenders to assist in the progression of mortgage applications and documentation. Prepare and submit initial mortgage documentation and ensure all compliance and regulatory checks are in place. Monitor case progression via CRM systems and mortgage sourcing platforms, chasing updates where necessary. Answer calls and emails in a professional manner, acting as a first point of contact for client enquiries when required. Maintain accurate client records and ensure all data is correctly uploaded and updated in relevant systems. Order and manage office supplies, ensuring all operational resources are well-stocked and maintained. Take minutes, prepare agendas, and coordinate logistics for meetings and internal planning sessions. Support the Director with ad-hoc business development or marketing tasks as necessary.

Qualifications & Skills

Proven experience as a Personal Assistant, Executive Assistant, or in a similar administrative support role. Previous experience or understanding of the mortgage industry is highly desirable but not essential. Strong working knowledge of IT Systems/Social Media platforms. Familiarity with CRM systems and mortgage platforms is a plus. Excellent organisational and time-management skills with the ability to multitask effectively. Strong attention to detail and a proactive, can-do attitude. Professional communication and interpersonal skills, both written and verbal. Ability to maintain confidentiality and exercise sound judgment under pressure.

Why Join Us?

This is an exciting opportunity to become an integral part of a growing and dynamic financial services company. You'll work closely with senior leadership and gain insight into the inner workings of the mortgage industry--ideal for someone looking to build a career in financial services administration or operations.

Job Types: Full-time, Permanent

Pay: 23,000.00-29,000.00 per year

Benefits:

On-site parking
Schedule:

Monday to Friday
Application question(s):

Do you have any mortgage industry experience do you have? What would you say your strengths are?
Experience:

Administrative: 1 year (preferred)
Work Location: In person

Reference ID: GoMortgagePA1