Virtual Assistant - Financial Services
Company:The Back Room Offshoring Inc.
Location:Philippines, NZ
Languages:English
Seniority level:Junior, 2 years
Experience:2 years
Skills:
Microsoft ExcelCustomer serviceAccountingAttention to detailOrganizational skillsTime ManagementMicrosoft Office SuiteExcellent communication skillsMS OfficeData entryCRMFinancial analysisEnglish communication
Requirements:
Minimum of 2 years of experience as a Virtual Assistant, preferably within the financial, mortgage, or real estate sectors Excellent English communication skills (written and verbal) Strong attention to detail and ability to handle sensitive information Familiarity with NZ loan or mortgage processes is a plus Tech-savvy and comfortable with cloud-based tools and CRMs Strong time management and organizational skills Ability to work independently and meet deadlines in a remote setup
Responsibilities:
Provide day-to-day administrative support to loan officers and brokers Collect, review, and manage client documents related to loan applications Communicate with clients to request or clarify necessary paperwork Maintain accurate and up-to-date records in CRMs and other platforms Follow up with lenders, legal offices, and third-party contacts as needed Schedule meetings, coordinate calendars, and prepare client summaries Assist in generating reports and handling email correspondence Perform other general virtual admin tasks as required
