Administrative Assistant

3 weeks ago

Old Toronto, Ontario, Canada First National Financial LP Full time
Job Summary

We are seeking a highly organized and detail-oriented Administrative Assistant - Bilingual to join our team at First National Financial LP. As a key member of our Customer Service Administration department, you will be responsible for ensuring all client inquiries and requests are dealt with and processed in a timely and efficient manner.

Key Responsibilities
  • Process various requests received from clients, including administrative requests, manual tickets, and tax inquiries
  • Identify and process requests in a timely fashion, ensuring accuracy and attention to detail
  • Input new account information into our mortgage system, confirming processed requests with clients in a timely manner
  • Prepare Mortgage Assumption Statements and follow up with solicitors for receipt of completed assumption documents
  • Ensure accurate processing and updates through auditing of co-worker processing
  • Identify and resolve inquiries in a timely fashion, following up with clients to confirm resolution and customer satisfaction
  • Complete special projects as assigned by the Management Team
  • Distribute faxes and emails through workflow, identifying files and purposes of faxes or emails
  • Assist with preparing files for escalation and sort mail and scan incoming mail
  • Adhere to policies and procedures to ensure Anti-Money Laundering (AML) requirements are met, when applicable
Requirements
  • Post-secondary education and/or equivalent work experience
  • Mortgage experience an asset
  • Competency in MS Office and capacity to learn new technologies and systems
  • Bilingualism (French and English) required, with the ability to interact with English and French-speaking customers and partners
  • Proven organizational skills and demonstrated ability to prioritize and multi-task
  • Proven customer service focus and strong attention to detail
  • Demonstrated ability to work under pressure and maintain a calm focus during hectic periods
  • Excellent telephone manner and ability to resolve problems with customers
Working Environment and Physical Demands
  • Periods of high volume with tight timelines
  • Long periods of stationary position/sitting
  • Prolonged periods of repetitive movement (i.e. using a keyboard and mouse)
  • Long periods of time in viewing a computer screen
  • Multi-tasking may include speaking to customers on a telephone call while looking up information on a computer program
About First National Financial LP

First National Financial LP is one of Canada's largest non-bank lenders, providing residential mortgages exclusively through the mortgage broker channel. We are committed to providing excellent customer service and are proud to be recognized as a great place to work.

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