Administrative Assistant

About Us:
Join our New York-based company, a dynamic brokerage firm specializing in capital funding solutions. As our Administrative Assistant, you will play a crucial role in managing and maintaining our systems, including ensuring that all deal-related data is accurately inputted and updated.




Key Responsibilities:
• Diligently input and update information in our custom Zoho CRM to track deals, ensuring data accuracy and reliability.
• Conduct searches and update records, maintaining precise general notes and status updates for each lender interaction.
• Handle administrative duties including making calls, sending emails, preparing reports, and managing documents.
• Assist in tasks such as conducting investigative Google searches and pulling Experian reports to support underwriting processes.
• Manage incoming emails, adeptly handling attachments and information dissemination to ensure prompt and accurate completion of necessary actions.


Qualifications:
• Experience in administrative roles, preferably within a brokerage or financial services environment.
• Proficiency in Microsoft Excel is essential and familiarity with Zoho CRM or similar platforms is preferred.
• Excellent communication skills in English, both written and verbal, with the ability to convey information clearly and professionally.
• Strong organizational and multitasking skills, with the capability to work autonomously and implement processes efficiently.
• High integrity and trustworthiness, with a focus on confidentiality and accuracy in handling sensitive financial information.
• Ability to thrive under pressure, especially during critical times such as deal closings, with flexibility to meet business needs.

This role is ideal for a sharp, detail-oriented professional who excels in a dynamic and demanding environment.


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