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We're seeking a detail-oriented Administrative Assistant to play a pivotal role in ensuring the seamless flow of information and processes within our San Francisco-based brokerage firm. As a key member of our team, you'll be responsible for maintaining organized records, providing administrative support, and assisting with research.

The Role

Key Responsibilities:

  • Ensure CRM accuracy by inputting and updating deal-related information.
  • Maintain accurate and reliable records of lender interactions.
  • Provide daily administrative support, including answering calls, sending emails, and preparing reports.
  • Assist with research by conducting Google searches and pulling Experian reports.
  • Effectively manage email communications and ensure critical information reaches the right hands.

Ideal Candidate

We're looking for an administrative professional with:

  • Experience working in a brokerage or financial services setting.
  • Proficiency in Microsoft Excel and familiarity with tools like Zoho CRM.
  • Excellent communication skills in English.
  • Highly organized and able to multitask.
  • Trustworthy and accurate, with the ability to handle sensitive information.
  • Able to thrive in a fast-paced environment.

What We Offer

  • A dynamic work environment with opportunities for growth and development.
  • A role that offers a breadth of learning opportunities.
  • A chance to work alongside best-in-class talent.