Job Description

This is a remote position.

  • Monitors and manages incoming emails and enquiries for both themselves and the client, responding promptly and appropriately and referring to the relevant staff member when necessary.
  • Filing of documents
  • Pre-populate the Home Loan Broker Notes
  • Assist with Home Loans / Business Finance/ Business Broking
  • Check Eagle and Mercury, as well as the new CRM, for any tasks and updates daily
  • Check with the client if there is anything that needs doing if no task list is sent through
  • Make up a new Information Memorandum and filing of documents for Business Listings
  • Work with the clientto upload Social Media and Marketing
  • Assist with advancing the Technology and IT of the company to become a leader in the industry
  • Provide a daily update before logging off each afternoon
  • Maintains security and safety of files and documents
  • Performs administrative duties as need...

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