Virtual Assistant for Mortgage Team

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TYPE OF WORK

Full Time

SALARY

TBD

ID PROOF

50

DATE POSTED

Oct 08, 2022

JOB OVERVIEW

We’re looking for admin assistants who can support our Financial Advisers with mortgage applications and back-office tasks. This is a fulltime position from 10am to 6pm New Zealand Standard Time. Visit our website (Upgrade to see actual info) for more info about our company.

To apply please follow these instructions:
1. Send an email to Upgrade to see actual info
2. Subject Line should say: “I am your next Admin Assistant, INNOVEST”
3. Send us a copy of your condensed CV and a 1-minute video clip introducing yourself and talking about your most recent job(s). We’re getting lots of emails, so feel free to include something that makes you stand apart from everyone else; be creative!
4. Please indicate what kind of computer you have in your email. Attach a screenshot of your DirectX Diagnostic Tool. You can run this tool by searching “dxdiag” in your Windows Start Menu.
5. Please tell us what ISP you are using with your download and upload Upgrade to see actual infoclude a link of your speed test from speedtest.net

Administrative Assistant Job Responsibilities:
• Preparing loan applications
• Computing for the max loan amount the customer can apply for
Email management
• Handling of inbound and outbound calls
• A big portion of your daily tasks will be communicating with the clients and the banks/lenders. This will be done through either email or Teams call.
• Calendar Management; setting up appointments
• Filling out CRMs (Trail and Zoho) using information on file
• Data entry & Online file organization (OneDrive for Business)
• Other tasks may come up from time to time

SKILL SUMMARY
Finance & Management
Financial Analysis
Office & Admin (Virtual Assistant)
Admin Assistant
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