Virtual Assistant for Mortgage Business (Mortgage Sales & Client Management)

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TYPE OF WORK

Any

WAGE / SALARY

600-700

HOURS PER WEEK

40

DATE UPDATED

Aug 13, 2025

JOB OVERVIEW

Description:
We are a busy Canadian real estate business seeking a highly versatile Virtual Assistant to help organize, systemize, and streamline our operations while managing marketing efforts and client communications.

Responsibilities:

Manage CRM (Zoho or similar) to create and monitor drip marketing campaigns for client nurturing.

Organize client database, track leads, and update records regularly.

Assist with client communications via email, phone, and social media channels.

Help create and systemize operational workflows for lead generation, client intake, and transaction management.

Coordinate appointments, meetings, and follow-ups.

Support content creation for marketing materials and social media posts.

Manage SEO strategies and optimize website content.

Maintain and update Google My Business profile to improve local search presence.

Assist with data entry, document preparation, and maintaining transaction files.

Provide general administrative support to ensure smooth business operations.

Requirements:

Experience managing CRM tools with ability to create automated drip campaigns.

Strong organizational skills and ability to systemize workflows.

Social media content creation experience.

SEO knowledge and Google My Business management experience.

Excellent communication skills in English (written and verbal).

Experience in real estate or sales support is an advantage but not mandatory.

Detail-oriented with good time management skills.

Comfortable working independently and managing multiple tasks.

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