Administrative Coordinator
il y a 3 jours
We're seeking a detail-oriented and organized Administrative Assistant to join our San Francisco-based brokerage firm that specializes in capital funding solutions. As a key member of our team, you'll play a pivotal role in ensuring the seamless flow of information and processes within our organization.
The Role
Key Responsibilities:
- Manage our CRM system by inputting and updating deal-related information, ensuring data accuracy 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, especially 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.
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