Administrative Assistant

2 weeks ago

Mississauga, Ontario, Canada Dove Mortgages Full time $38,820 - $50,000 per year

Administrative Assistant / Customer Success Manager

Are you a highly organized and detail-oriented professional with a passion for helping people achieve their homeownership goals? We are a dynamic mortgage business seeking a Customer Success Manager / Administrative Assistant to provide critical support to our team and ensure our clients have an exceptional experience from start to finish.

This role is ideal for a proactive individual who excels in a fast-paced environment and is driven by a desire to enhance processes and foster lasting relationships. You will be the primary point of contact for new leads and existing clients, managing communication, appointments, and administrative tasks with precision and a friendly demeanour.

Key Responsibilities

Client & Lead Management

  • Lead Nurturing & Follow-up: Engage with new leads from various sources (online, referrals, marketing campaigns), conduct initial needs assessments, and track all interactions within our Zoho CRM. Follow up with leads to collect necessary documents and applications.
  • Customer Relationship Building: Cultivate strong, long-term relationships with clients by providing personalized assistance and keeping them informed throughout the mortgage process. Conduct post-closing check-ins, send thank-you gifts, and solicit Google reviews.
  • Client Outreach: Schedule and manage annual reviews, solicit client referrals, and handle mortgage maturities.
  • Realtor Relations: Proactively call realtors to introduce yourself and build relationships to generate new leads.

Administrative & Sales Support

  • Calendar Management: Manage the owner's calendar, booking and scheduling calls and appointments for new leads and existing clients using
  • Communication: Answer all incoming calls with professional phone etiquette and direct them to the appropriate team members.
  • Documentation & Data Entry: You will be responsible for organizing and managing all client folders within Zoho CRM. This includes performing accurate data entry based on documents and information received from clients to ensure all records are complete and up-to-date.
  • Sales Tracking: Be responsible for sales tracking and reporting, ensuring all data in the Zoho CRM is accurate and up-to-date.
  • SOP Development: Develop and document standard operating procedures and training materials for your role.

Ideal Candidate Profile

  • Detail-Oriented: You possess a meticulous approach to tasks and a desire to refine and improve processes.
  • Communication Skills: You have excellent verbal and written communication skills with a professional and courteous demeanour.
  • Tech-Savvy: You are proficient with technology and have expertise in using Zoho CRM. Experience with virtual meeting platforms and tools like Calendly is a plus.
  • Reliable & Proactive: You are dependable, punctual, and can work independently to manage multiple priorities and deadlines effectively.
  • Sales-Minded: You enjoy connecting with people and are motivated by achieving results and contributing to sales goals.

Job Details

  • Work Arrangement: On Site and/or Hybrid (Mississauga Location)
  • Schedule: Monday to Friday, 9:00 AM to 6:00 PM EST

Job Types: Full-time, Permanent

Pay: $38,820.51-$50,000.00 per year

Benefits:

  • Casual dress
  • Dental care
  • Disability insurance
  • Extended health care
  • On-site parking
  • Paid time off
  • Vision care

Work Location: Hybrid remote in Mississauga, ON

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