Mortgage and Finance Administrative Assistant
Job Overview
Key Responsibilities:
- Databases and software systems.
- Ensure data integrity and compliance with company policies.
- Accurately input and manage client information and financial data into relevant software.
- Organise and maintain physical and digital files in an efficient and systematic manner.
- Retrieve and update documents as needed, ensuring confidentiality and security.
- Conduct phone communication with clients to gather necessary information and provide updates.
- Assist in scheduling appointments and follow-ups as directed by the Mortgage and Finance Broker.
- Provide general administrative support to the Mortgage and Finance Broker in day-to-day tasks.
- Assist in preparing reports, presentations, and correspondence.
- Handle office supply management and procurement.
- Coordinate and schedule meetings, appointments, and travel arrangements.
- Assist in maintaining office efficiency by implementing and improving administrative processes.
- Perform other administrative tasks as assigned by the Mortgage and Finance Broker.
Benefits
- Annual leave (5.6 weeks) including bank holidays
- Work place pension scheme (NEST)
- Statutory sick pay
- Statutory maternity / paternity pay
- Career development opportunity
- Training and self-development
- Gym membership discounts
- Retail discount schemes
- Investing and savings opportunities
- Financial wellbeing – personal debt advise
- Cinema and grocery discounts
- MYMINDPAL
- Voluntary private medical insurance
Requirements
- Databases and software systems.
- Ensure data integrity and compliance with company policies.
- Accurately input and manage client information and financial data into relevant software.
- Organise and maintain physical and digital files in an efficient and systematic manner.
- Retrieve and update documents as needed, ensuring confidentiality and security.
- Conduct phone communication with clients to gather necessary information and provide updates.
- Assist in scheduling appointments and follow-ups as directed by the Mortgage and Finance Broker.
- Provide general administrative support to the Mortgage and Finance Broker in day-to-day tasks.
- Assist in preparing reports, presentations, and correspondence.
- Handle office supply management and procurement.
- Coordinate and schedule meetings, appointments, and travel arrangements.
- Assist in maintaining office efficiency by implementing and improving administrative processes.
- Perform other administrative tasks as assigned by the Mortgage and Finance Broker.