Executive Assistant

Strong admin experience (financial services or banking highly preferred). Excellent written and verbal communication. High attention to detail and accuracy. Ability to handle confidential information with professionalism. Tech-confident – comfortable learning new systems quickly. Self-driven, proactive, and comfortable managing tasks without micromanagement. Experience with mortgage processing, lender portals, or insurance application workflows. Familiarity with tools such as: Google Workspace, CRM systems (e.g., Trail, Salestrekker, or similar), Microsoft Office, Canva. Basic understanding of NZ lending, KiwiSaver, and insurance products (or willingness to learn).

Assist with end-to-end mortgage, insurance, and KiwiSaver application processing. Request, chase, and collate documents from clients. Maintain CRM accuracy and update client notes, tasks, and pipeline stages. Prepare application files for lenders, ensuring correct documentation and formatting. Track progress of submissions and follow up with lenders/banks where needed. Professional email communication with clients, lenders, insurers, and referral partners. Draft templated and custom email responses. Schedule client appointments and manage calendar efficiency. Update spreadsheets, records, and internal workflow trackers. Assist with compliance tasks (file notes, disclosure confirmations, audit readiness). Help organise digital files and maintain efficient system structure. Manage small projects such as process improvements, automation, or template building. Update website content or blog posts. Assist with posting to social media (Instagram, Facebook, LinkedIn). Create simple branded templates for client updates or announcements.