Broker Success Administrative Assistant
July 26
🏢 In-office - Toronto
Description
• Assist with daily administrative duties by completing a broad variety of administrative tasks that work to keep the Vice President of Sales, productive, and organized. • Drafting, proofing and sending letters, correspondence, presentations; drafting reports, creating invitations. • Updating information and tracking communications and updates via internal systems. • Provides senior-level administrative support, advice, and guidance to the executive team. • Maintains records and compiles reports in accordance with corporate operating procedures. • Within the general context of job responsibilities, make suggestions regarding improved administrative efficiency and develop and recommend various administrative procedures • Other ad hoc projects support • Onboarding Assistance: Guide new mortgage brokers through the onboarding process, including license transfer, paperwork completion, and compliance requirements. • Training and Development: Provide training to new mortgage brokers on company policies, procedures, products, and systems.
Requirements
• 1-3 years of experience as an Administrative Assistant • Previous mortgage agent/brokerage experience and or industry knowledge is an asset but not required • Proven problem solving-skills and agility to anticipate and table any task assigned • Proficiency with technology, including the ability to work efficiently and effectively within a Mac-based environment with CRM tools, and other relevant technologies • Flexibility to work outside of core business hours when needed • Detail-oriented mindset, ensuring accuracy and compliance in all aspects of the onboarding process • Ability to take direction and work independently to take ownership of projects, while also functioning well within a team-oriented environment • Exceptional problem-solving skills and the ability to provide creative solutions in challenging situations • Demonstrated commitment to delivering exceptional customer service and a passion for helping others succeed • Bachelor's degree in finance, business, human resources or a related field is preferred
Benefits
• Comprehensive health benefit plan • A culture which fosters an atmosphere for employees to be themselves authentically • A team-based environment with peer-to-peer learning opportunities • Onsite role.
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