Executive/Mortgage Assistant
1 week ago
Overview:
We're looking for a high-energy, highly organized Executive Assistant to act as the first point of contact for our growing mortgage brokerage. This role sits at the centre of our business and is essential to creating the "wow" experience our clients and partners have come to expect.
As the Executive Assistant, you will be responsible for managing the Principal Broker's inbox, calendar, scheduling, and day-to-day communication while also handling lead intake, database management, and light event coordination. You will often be the first voice our clients and partners hear, so exceptional phone manner, warmth, and professionalism are a must.
This is a team-oriented role for someone who thrives in a fast-paced, relationship-driven environment. You'll help ensure every client journey starts smoothly, every communication is handled promptly, and every interaction reflects our commitment to service excellence. Above all, your purpose will be to support the Principal Broker, remove friction from his day, and help the business operate at the highest level.
This is an ideal opportunity for someone who is proactive, detail-oriented, tech-savvy, and genuinely loves helping people feel supported, heard, and cared for.
**To be considered you MUST submit a resume, fill out the attention to detail assessment that will be emailed to you (check your junk folder), AND fill out the second introductory assessment below.**
**Please copy and paste this into your browser
**If a candidate chooses only one or the other to do, they WILL NOT be considered for the position.**
Must be Willing to Learn:
- Assisting clients through the mortgage process
- Updating and maintaining client files (including data entry)
- Communication with clients, lenders, and referral sources (including updates throughout the process)
- Managing multiple clients at once and meeting clients' timelines
- Managing email for the office and Principal Broker
- Managing and organizing the internal database system
- Event planning as required
- Gathering and reviewing mortgage documents
- Other duties as assigned
Job Type / Category:
- Ability to multitask with high attention to detail
- Ability to communicate effectively
- Ability to work independently
- Ability to work well within a team
Required Education, Skills, and Qualifications:
- Approach work with professional conduct
- Excellent verbal and written skills
- Strong typing and computer skills
- High level of discretion required in dealing with confidential matters
- Post-secondary education is an asset
- Previous administrative experience is an asset and mortgage experience is required
- Experience in the following is considered an asset: Finance, Salesforce/Jungo, G Suite, Sharepoint, Velocity/Filogix, Calendly, Mortgages and/or Real Estate, Microsoft Outlook and Office
The job posting will remain open until Friday, December 5th at midnight or until a suitable applicant has been selected.
Job Types: Full-time, Permanent
Pay: From $50,000.00 per year
Benefits:
- Paid time off
Ability to commute/relocate:
- Toronto, ON M4L 1H1: reliably commute or plan to relocate before starting work (required)
Education:
- Secondary School (preferred)
Experience:
- CANADIAN MORTGAGE BROKERING: 2 years (preferred)
Licence/Certification:
- Driving Licence (required)
Work Location: In person
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