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Administrative Coordinator
Il y a 2 mois
We're seeking a detail-oriented and organized Administrative Assistant to play a pivotal role in ensuring the seamless flow of information and processes within our San Francisco-based brokerage firm.
The Role
Key Responsibilities:
- Accurately input and update deal-related information in Zoho CRM to ensure data consistency and reliability.
- Track lender interactions, maintaining organized records for smooth workflow management.
- Provide administrative support with daily tasks, including answering calls, sending emails, preparing reports, and managing documentation.
- Assist with research by conducting Google searches and pulling Experian reports to support credit analysis.
- Effectively manage incoming emails, sort through attachments, and ensure critical information reaches the right hands quickly.
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 or similar systems.
- Excellent communication skills in English and the ability to maintain a professional tone.
- Highly organized and able to multitask, with a strong attention to detail.
- Able to handle pressure and adapt to busy periods, particularly during deal closings.
What We Offer
- A dynamic work environment with opportunities for growth and learning.
- A leadership role with a focus on administrative tasks and deal management.
