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Administrative Assistant - Mortgage Industry (ZR_17921_JOB)

Remote:

Full Remote

Contract:

Part time

Work from:

Australia

Offer summary

Qualifications:

Strong attention to detail, Proficiency in CRM and Microsoft Office, Excellent organizational skills, Basic understanding of compliance requirements.

Key responsabilities:

Update customer information in CRM system
Collect and verify client identification

BruntWork Human Resources, Staffing & Recruiting SME https://www.bruntworkcareers.co/

501 - 1000 Employees

See more BruntWork offers

Job description

This is a remote position.

Job highlights:

Contract: Independent Contractor

Responsibilities:

Update and maintain customer information in the company’s CRM system
Send agreements for client signatures using Adobe or similar software
Collect and verify client identification and banking information
Ensure all compliance items are properly collected and documented
Review client files for completeness and accuracy
Assist in preparing and organizing documentation for the investment team
Manage internal communication regarding file status and missing information

Requirements:

Strong attention to detail and high level of accuracy
Excellent organizational and time management skills
Proficiency in CRM systems and Microsoft Office Suite
Ability to handle confidential information with discretion
Strong written and verbal communication skills in English
Basic understanding of compliance requirements in the financial sector
Ability to work independently and prioritize tasks effectively

Scope:

Monday to Friday, 9am to 1pm Eastern
Remote work with set working hours
Primary focus on internal administrative tasks
No direct client contact initially, but potential for future client interaction
Collaboration with multiple teams, particularly the investment team
Handling of sensitive financial and personal information

Independent Contractor Perks:

Permanent work from home
Immediate hiring
Steady freelance job

Please note that since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional fees are on hourly rates and the rate depends on your performance in the application process.

ZR_17921_JOB