Personal Assistant for Mortgage and Insurance Adviser

We are looking for a Virtual Assistant to join our team and support our Mortgage and Insurance Adviser with administrative and client service tasks. The successful candidate will work remotely. This is a fulltime position from 10am to 6pm New Zealand Standard Time. Visit our website ---------- for more info about our company.

Responsibilities:

• Manage the Adviser's calendar, schedule appointments and follow-ups with clients
• Manage the Adviser pipeline from new lead to closing the deal
• Respond to client inquiries via phone and email, provide excellent customer service
• Create and maintain client records and update information in our database
• Assist with preparing mortgage and insurance applications
• Perform general administrative tasks, such as filing, scanning, and data entry

Qualifications:

• Experience in the mortgage and insurance industry is a huge advantage
• Proven experience as a Virtual Assistant or similar role
• Excellent communication and interpersonal skills
• Strong organizational and time management skills
• Proficient in Microsoft Office
• Ability to work independently and manage priorities in a fast-paced environment

We offer a starting salary of NZD$1,000 per month and 20 vacation leaves per year. This is a great opportunity for someone who is looking for a remote job and wants to gain experience in the mortgage and insurance industry.

To apply please follow these instructions:
1. Send an email to ----------
2. Your email 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). Feel free to include something that makes you stand apart from everyone else.
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 ---------- clude a link of your speed test from speedtest.net