Outline Financial is a rapidly growing, and award-winning mortgage brokerage headquartered in Toronto, Ontario. With a core focus on providing an industry leading customer service experience for our clients, we are in search of a positive minded, organized, and detail oriented administrative assistant to join our team.
As our administrative assistant, you will provide direct support to the sales and underwriting teams. This role will provide service and administrative support to fill in any gaps in our day-to-day process, where needed. This role has a limited customer-facing component and primarily consists of liaising with other members of the team.
Key Roles:
- Assist and back up our underwriters by providing data entry and administrative support in setting up client applications
- Administrative tasks assigned by managing partners (these will vary)
- Saving client documents and setting up mortgage applications
- CRM/database entry and management
- Prepare/assemble client approval packages
- Prepare client files for compliance and audit purposes
- Supporting the sales and underwriting teams where needed
Skills:
- 2+ years’ experience working in an administrative capacity within the financial services industry (mortgage experience a huge benefit)
- Previous experience using a CRM platform is a benefit
- Knowledge of Microsoft Office is required (excel, word, etc)
- Excellent organizational and time management skills – “get it done” attitude.
- Extreme attention to detail is required
- Excellent interpersonal, verbal, and written communication skills.
- Ability to understand procedures and offer suggestions for maximizing efficiencies
What do we offer?
- Competitive salary based on experience
- The ability to partially work remotely (not completely remotely)
- Health and dental benefits
- A fun and rewarding work environment with great people who are invested in creating a supportive team environment
- We will provide you with the tools you need to be successful in your role
REFERENCES ARE A MUST.
