Mortgage PA

We are looking for a responsible Personal Assistant & Customer Service Exec to

provide secretarial and administrative support in a well-organized and timely

manner.

You will work on a variety of tasks assisting with the running of a mortgage

brokerage that specialising in helping people to buy, refinance or

invest in property.

Responsible's:

• maintain an in-depth understanding of the business in order to establish

priorities and manage team expectations

• coordinating team meetings, monthly adviser training sessions and

relationships with external stake holders

• managing our bespoke mortgage industry CRM database, and

coordinating data in excela

• checking, updating and ensuring our CRM database is up to date and

correct

• 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

• organising tasks and tracking progress via project management

online tool

• putting together financial information, sending invoices and chasing

payments where appropriate / as requested

• relationship management with directors, clients, advisers, team etc.

• 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

• planning, organising and arranging events, for the businesses

• be a confidante and handle sensitive information confidentially

• Look at creative ways to support the business and the director
  • The list of duties is not exhaustive, and flexibility is required in terms of

what the PA may be required to undertake in order to deliver rounded

support to the director.

Values

• Proactive

• Positive

• Professional

• Personal

Other

• A full driving licence is essential for this position

• Will need the ability to travel to arrange company events

Skills

• Proven work experience as a personal assistant and in customer service

• Systems experience/tech-savvy

• Be a people person

• Knowledge of office management systems and procedures

• MS Office and English proficiency

• 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

Part-time

Part-time hours: 25 per week

Salary: £15,000.00-£20,000.00 per year

Benefits:

• Casual dress

• Company events

• Flexible schedule

• On-site parking

• Work from home

Schedule:

• Monday to Friday

Ability to commute/relocate:

• 67 Bird Hall Ln, Cheadle Heath, Stockport SK3 0XA: reliably commute or plan to relocate before

starting work (required)

Work Location: In person

Job Type: Part-time

Pay: £16,000.00-£20,000.00 per year

Expected hours: 25 per week

Benefits:

• On-site parking

Work Location: In person