Virtual Assistant

We are seeking a skilled and reliable Virtual Assistant to provide comprehensive assistance to a
busy mortgage broker. The successful candidate will play a crucial role in managing various
administrative tasks, maintaining communication channels, and ensuring smooth operations
within the mortgage broker’s office. The Virtual Assistant will be responsible for Gmail inbox
and calendar management, document organization, customer interactions, lead management,
social media updates, and content uploading.

Responsibilities:

Gmail Inbox Management:

Efficiently manage and organise the mortgage broker’s Gmail inbox.
Prioritise and categories incoming emails for effective follow-up and response.
Flag and highlight urgent or time-sensitive emails for immediate attention.

Calendar Management:

Coordinate and manage the mortgage broker’s calendar to schedule appointments, meetings, and other events.
Ensure accurate and up-to-date scheduling information.
Book in new client appointments by calling leads that come in to our CRM from Facebook and set appointments for our broker

Document Organization:

Properly label and upload all customer documents into the correct Google Drive folders.
Ensure that the documents correspond to the information in Salestrekker or any other
relevant CRM system.
Maintain a systematic filing system to facilitate easy retrieval of documents.

Customer Interactions:

Proactively follow up with customers to request any missing documents or information.
Make phone calls on behalf of the mortgage broker to gather necessary information.
Maintain a professional and courteous approach during customer interactions.

Lead Management:

Monitor leads coming into the Go High Level CRM system.
Make outbound calls to leads and book appointments as instructed by the mortgage broker.
Ensure timely and accurate updating of lead information in the CRM system.

Social Media Management:

Update and maintain the mortgage broker’s social media accounts, including Facebook and Instagram.
Respond promptly and professionally to messages, comments, and inquiries received through social media platforms.
Upload new content to social media platforms according to the broker’s guidelines.

Requirements:

Excellent communication skills, both written and verbal.
Exceptional attention to detail to ensure accuracy and quality in all tasks.
Ability to manage time effectively and prioritise tasks to meet deadlines.
Proficient in using Gmail
Strong organisational and multitasking abilities

Non Negotiable Requirements

MUST have experience working for Australian Broker
MUST be able to display knowledge of the Australian Finance broking Industry
MUST be able to do pricing requests and be comfortable talking to broker support
Applicants that are unable to display knowledge & experience in these areas need not apply please.

Highly Regarded

Knowledge of Salestrekker
Knowledge of Go High Level CRM

If you are a proactive, self-motivated individual with outstanding organisational skills and the
ability to work independently in a fast-paced environment, we encourage you to apply. This is a
remote position with flexible working hours, providing an excellent opportunity for individuals
seeking a virtual assistant role.