We're seeking a proactive Administrative Assistant to join our San Francisco-based brokerage firm that specializes in capital funding solutions.
You'll play a pivotal role in ensuring the seamless flow of information and processes within our team. If you're detail-oriented and love making sure everything is running like clockwork, we'd love to have you on board.
The Role
Here's What You'll Be Doing :
- Keep Our CRM Accurate : You'll input and update all deal-related information in Zoho CRM, ensuring that data is consistently accurate and reliable.
- Maintain Organized Records : You'll track lender interactions, adding general notes and keeping records updated for smooth workflow management.
- Provide Administrative Support : You'll help with daily tasks like answering calls, sending emails, preparing reports, and managing documentation.
- Assist with Research : You'll support our underwriting process by conducting Google searches and pulling Experian reports to assist in credit analysis.
- Master Email Management : You'll handle incoming emails, sort through attachments, and ensure critical information reaches the right hands quickly.
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Ideal Profile
Who You Are :
- Administrative Experience : You've got experience working as an admin, ideally in a brokerage or financial services setting.
- Excel Whiz : You're proficient in Microsoft Excel and familiar with tools like Zoho CRM or similar systems.
- Strong Communicator : You have excellent communication skills in English and know how to keep things clear and professional.
- Highly Organized : You're great at multitasking and love working autonomously while keeping everything running smoothly.
- Trustworthy and Accurate : You're detail-oriented, dependable,
and know how to handle sensitive information with care.
- Able to Handle Pressure : You're adaptable and can thrive during busy times, especially when things need to be wrapped up fast during deal closings.
If you're ready to take on a key role in our San Francisco team, where you'll help manage the administrative tasks that keep our deals on track, we encourage you to apply!
What's on Offer?
- Work alongside & learn from best in class talent
- A role that offers a breadth of learning opportunities
- Leadership Role
