Personal Assistant for Mortgage and Insurance Adviser

Application Process
1. Send your application as instructed below.
2. First Interview will be scheduled starting 9 Dec
3. Second Interview or Job Offer will be scheduled 2-3 business days after the first interview
4. Start date is on 6 Jan 2025

Location: Work from home
Schedule: Monday to Friday from 10am to 6pm Auckland time. Permanent Sat-Sun off.
Compensation: 900 NZD (with yearly review)
Leave credits: 20 credits (10 credits that you can use anytime + 10 credits required to be used for the Christmas and New Year break)

We are looking for a Virtual Assistant to join our team and support one of our top Mortgage and Insurance Adviser with administrative and client service tasks.

Responsibilities:
• Manage the Adviser's calendar, schedule appointments and follow-ups with clients
• Manage the Adviser pipeline from new lead to closing the deal
• Respond to client inquiries via phone and email, provide excellent customer service
• Create and maintain client records and update information in our database
• Assist with preparing mortgage and insurance applications
• Perform general administrative tasks, such as filing, scanning, and data entry

Qualifications:
• Experience in the mortgage and insurance industry is a huge advantage
• Proven experience as a Virtual Assistant or similar role
• Excellent communication skills
• Proficient in Microsoft Office
• Ability to work independently and manage priorities in a fast-paced environment

To apply please follow these instructions:
1. Send an email to enquiries@innovest.co.nz
2. Your email Subject Line should say: “I am your next Personal Assistant, INNOVEST”
3. Send us a copy of your condensed CV and a 1-minute video clip introducing yourself and talking about your most recent job(s). Feel free to include something that makes you stand apart from everyone else.
4. Please indicate what kind of computer you have in your email. Attach a screenshot of your DirectX Diagnostic Tool. You can run this tool by searching “dxdiag” in your Windows Start Menu.
5. Please tell us what ISP you are using with your download and upload speeds. Include a link of your speed test from speedtest.net