Virtual Assistant for Mortgage Team

We are a Financial Advice Provider based in New Zealand. We're looking for admin assistants who can support our Financial Advisers with mortgage applications and back-office tasks.

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

To apply please follow these instructions:
1. Send an email to enquiries@innovest.co.nz
2. Subject Line should say: “I am your next Admin 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). We’re getting lots of emails, so feel free to include something that makes you stand apart from everyone else; be creative!
4. Tell us 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

Administrative Assistant Job Responsibilities:
• Preparing loan applications
• Computing for the max loan amount the customer can apply for
• Email management
• Handling of inbound and outbound calls
• Communicating with clients and banks/lenders. This will be done through either email or Teams call.
• Calendar Management; setting up appointments
• Filling out CRMs (Trail and Zoho) using information on file
• Data entry & Online file organization (OneDrive for Business)
• Other tasks may come up from time to time
• Experience with mortgage is a plus