Join our New York based company, a dynamic brokerage firm specializing in capital funding solutions. As our Administrative Assistant, you will play a crucial role in managing and maintaining our systems, including ensuring that all deal-related data is accurately inputted and updated.
The Role
Key Responsibilities :
- Diligently input and update information in our custom Zoho CRM to track deals, ensuring data accuracy and reliability.
- Conduct searches and update records, maintaining precise general notes and status updates for each lender interaction.
- Handle administrative duties including making calls, sending emails, preparing reports, and managing documents.
- Assist in tasks such as conducting investigative Google searches and pulling Experian reports to support underwriting processes.
- Manage incoming emails, adeptly handling attachments and information dissemination to ensure prompt and accurate completion of necessary actions.
Ideal Profile
Qualifications :
- Experience in administrative roles, preferably within a brokerage or financial services environment.
- Proficiency in Microsoft Excel is essential and familiarity with Zoho CRM or similar platforms is preferred.
- Excellent communication skills in English, both written and verbal, with the ability to convey information clearly and professionally.
- Strong organizational and multitasking skills, with the capability to work autonomously and implement processes efficiently.
- High integrity and trustworthiness, with a focus on confidentiality and accuracy in handling sensitive financial information.
- Ability to thrive under pressure, especially during critical times such as deal closings, with flexibility to meet business needs.
This role is ideal for a sharp,
detail-oriented professional who excels in a dynamic and demanding environment.
What's on Offer?
- Make an Impact : Help us connect the world's best talent with America's leading businesses.
- Work Remotely : Enjoy the flexibility of working from anywhere.
- Grow with Us : Be part of a team that values innovation and growth.
