Executive Mortgage Assistant
Executive Mortgage Assistant
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Job Description
Our client Premiere Mortgage is a leading progressive mortgage brokerage specializing in nonbank equity residential mortgage financing. Located in Kelowna BC and celebrating their 40th year in business they have built a reputation as one of Western Canada and Ontarios top nonbank mortgage broker/lenders. Their mission To deliver trusted advice support their clients success and contribute to thriving communities.
About You
You re an administrative powerhouse an organizational ninja and someone who thrives on creating seamless workflows. Your superpower is making things happen whether it s juggling schedules keeping projects on track or ensuring every detail is handled with precision. You re passionate about personal and professional growth thrive in dynamic environments and are eager to join a collaborative supportive team.
If you re the kind of person who eats sleeps and breathes their calendar and loves going above and beyond to exceed expectations this is the role for you!
Your Role
As the Executive Mortgage Assistant you ll report to the management team and play a pivotal role in ensuring the office operates seamlessly. You ll wear many hats interacting with all departments to support a variety of tasks and initiatives. In addition to administrative responsibilities you ll assist with business development opportunities including coordinating trade shows and client outreach efforts. Your ability to prioritize multitask and build relationships will ensure the company continues to deliver exceptional service.
Key Responsibilities
- Be the welcoming first point of contact for clients and team members while managing reception tasks calls and emails;
- Oversee office operations including managing bank deposits ordering supplies and coordinating schedules;
- Maintain accurate and uptodate mortgage digital records using internal systems;
- Ensure timely processing of client documentation and support compliance tracking;
- Prepare and manage regular reporting for shareholders and other stakeholders;
- Collaborate with team members across all departments to support their ongoing needs and projects;
- Assist with business development initiatives such as coordinating trade shows preparing promotional materials and managing client outreach;
- Support light bookkeeping activities including accounts payable and receivable;
- Proactively identify and address administrative needs to enhance efficiency.
Requirements
- Customer service experience with a talent for building strong relationships;
- A degree diploma or certificate in a related field is considered an asset;
- Administrative expertise ideally in the mortgage real estate and/or financial services industries;
- Proficiency with MS Office (Word Excel Outlook) and tools like DocuSign;
- Excellent verbal and written communication skills;
- Strong organizational planning and timemanagement abilities;
- Discretion and a knack for prioritizing multiple tasks under tight deadlines;
- Experience with multiline phone systems and high call volumes;
- Light bookkeeping experience (AP/AR) is an asset.
What s in It for You
- A fulltime Monday to Friday role (8:00 AM 4:30 PM);
- Competitive starting salary range of $45000 $50000 annually;
- Group benefits coverage and other employee benefits & perks;
- Growth and development opportunities within a supportive team environment;
- A chance to work with a company that values your contribution and invests in your career advancement.
Why Join Premiere
Located in beautiful Kelowna BC this is more than just a job it s a chance to join a dynamic team that genuinely cares about your success. If you re a proactive positive individual with a cando attitude we d love to hear from you!
How to Apply
Please send us your resume and cover letter and let us know why you re the perfect fit for this multifaceted role. We can t wait to meet you and get the conversation started!
Employment Type
Full Time
