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As an Executive Assistant/Client Care Coordinator, you will be supporting the President with the onboarding of new clients, organizing and managing client events, calendar management, and managing expenses/bookkeeping. This is a remote position with 1-2 visits to Vaughan per week. The position includes a base salary starting at $55,000 – $65,000, health benefits and other perks!
THE COMPANY & CULTURE
Our client is a multiple-award-winning mortgage brokerage and a recognized leader in the real estate investment world, a team with a shared passion and deep-rooted experience in helping clients build and finance the real estate investment portfolio of their dreams. As a team they are big on personal and professional development, working efficiently, supporting each other, and like to work with people who take pride in their work.
THE LOCATION
Head office – Woodbridge, ON
This is work from home position with 1-2 visits to Vaughan per week to pickup mail and run errands
PRODUCTS, SERVICES, SOLUTIONS
Mortgages and secured Lines of Credit
Financing strategies and planning for real estate investors
PROSPECTIVE CUSTOMERS
Individual Consumers, Small Businesses
TYPICAL DAY AND DUTIES
Executive Assistance – remote work with 1-2 visits to Vaughan per week to pick up mail and run errands
Management President’s calendar and email inbox
Managing expenses and bookkeeping
Collecting, organizing, and actioning mail/courier deliveries
Organizing and managing client events, functions, and presentations
Arranging travel for the President and family members
Ensuring timely bill payments for other related businesses
Client Care – remote work
Answer and respond to inbound new client contacts (phone calls, emails, web forms)
Assign new clients to appropriate account managers
Coordinate initial client meetings with account managers
Enter and maintain new client information on the CRM system
COMPENSATION AND BENEFITS
Base Salary of $55,000 – $65,000 plus year-end bonus
Health care, dental, and vision benefits coverage
An annual allowance for professional development
MUST HAVE EXPERIENCE
Minimum of 3 years experience in Executive Assistant role – must be highly organized and detailed oriented
1+ yrs of Client services representative experience – can take calls and emails with great communication skills and with phone etiquette
EDUCATION
High school diploma or equivalency
TECHNICAL SKILLS
Exceptional written and oral communication skills
Basic tech savvy with ability to effectively use email, internet, Excel, file sharing, e-signatures, PDF documents, CRM system and Zoom
Excellent organization skills with the ability to manage deadlines and generate results in a fast-paced environment
Excellent attention to detail, accuracy, and ability to problem-solve independently
SUPPORT & TRAINING
On the Job
Mentoring/Shadowing
WHY YOU SHOULD APPLY
A strong company culture that promotes skill development
Job Flexibility
To work with a multiple-award-winning mortgage brokerage and a recognized leader in the real estate investment world
OTHER SALES JOBS
If this job is not ideal for you, please upload your resume for future considerations at https://justsalesjobs.recruiterbox.com/jobs/61ab37640cd048c4b78dc09bcbf58e04
Or visit our website to view other available sales jobs at https://justsalesjobs.ca/jobs/
ABOUT JUST SALES JOBS
Just Sales Jobs sources and places Top Sales Talent from Toronto to Kitchener/Waterloo and Cities in between. We use Artificial Intelligence and Machine Learning technologies along with a proven hiring methodology to identify Top Sales Talent.
Just Sales Jobs has earned a reputation as the best recruitment agency in Ontario. We source and place for Sales Positions between Toronto and Kitchener/Waterloo, and cities in between. Sales positions we hire for include, Vice President of Sales, National Sales Director, Sales Director, Director of Sales, Regional Sales Manager, Territory Sales Manager, Sales Manager, Vice President Business Development, Business Development, Business Development Director, Business Development Representative, Business Development Manager, Business Development Officer, Sales Representative, Senior Sales Representative, Sales Development Representative, Account Manager, Account Executive, Senior Account Manager, Telemarketer, Inside Sales, Outside Sales, Door to Door Sales.
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