personal assistant
3 the last 199 days, recently 2023-09-30
Responsibility
- maintain an in-depth understanding of the business to establish priorities and manage team expectations
- answering calls and handling queries in the office
- checking, updating and ensuring our CRM database is up to date and correct
Show more +19 - reviewing company social media accounts to ensure marketing is being implemented in a way that is onbrand and message
- helping to manage deadlines/ideas with the marketing team
- supporting our self-employed advisers on a daily basis; e.g. commission queries, system challenges, lender onboarding
- organising key operational tasks and tracking progress via trello project management online tool
- we are looking for a responsible Personal Assistant and Customer Service Specialist to provide secretarial and administrative support in a well-organized and timely manner to the team of advisers, and the managing director
- we are looking for an experienced Mortgage or Financial Services industry Personal Assistant to provide business, secretarial and administrative support in a well-organized and timely manner
- putting together financial information, sending invoices and chasing payments where appropriate / as requested
- coordinating team meetings, monthly adviser training sessions and relationships with external stake holders
- you will work on a variety of tasks assisting with the running of a mortgage brokerage that specialising in helping self-employed people to buy, refinance or invest in property
- relationship management with directors, clients, advisers, team etc
- maintain an in-depth understanding of the business in order to establish priorities and manage team expectations
- answering calls and handling queries
- manging "leads" and prospects submitted via website with the goal of booking an appointment in an advisers diary
- collating information and "client files" for checking by an external compliance auditor
- handling all enquiries realting to telecoms, IT, HR, pension/payroll, and other technology used within the industry
- organising tasks and tracking progress via trello project management online tool
- planning, organising and arranging events, for the businesses
- be a confidante and handle sensitive information confidentially
- as a brokerage we have 2 clients: Our 14 existing self-employed advisers based throughout the UK and our self-employed clients wanting to get a mortgage
Requirements
- proven work experience as a personal assistant and in customer service
- mortgage administration and/or operations experience
- systems experience/tech-savvy
Show more +9 - be a people person
- knowledge of office management systems and procedures
- outstanding organisational and time management skills
- up-to-date with the latest office gadgets and applications
- ability to multitask and prioritize daily workload
- excellent verbal and written communications skills
- discretion and confidentiality
- PA diploma or certification would be considered an advantage'
- experience in mortgage / insurance industry is an advantage but not a necessity
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