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Administrative Coordinator
il y a 1 mois
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 that specializes in capital funding solutions.
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 with strong multitasking skills and the ability to work autonomously.
- Attention to detail, dependability, and the ability to handle sensitive information with care.
- Adaptability and the ability to thrive during busy times, especially during deal closings.
What We Offer
- A dynamic work environment with opportunities to learn from best-in-class talent.
- A role that offers a breadth of learning opportunities and growth potential.
- A leadership role with opportunities for professional development.
