Executive Assistant - Vaughan, Canada - Streetwise Mortgages

Description

We are hiring an Executive Assistant and Client Care Coordinator
Do you LOVE organization and thrive on the momentum of getting things done?

Do you want to help an award winning mortgage brokerage provide top notch service to its clients by helping with client onboarding and administrative details to keep our President focused on her highest value tasks?

Do you want to be part of a team that expects the best of each other, holds each other accountable, and likes working together?

If you said YES to any of these questions, then you might be a good fit for our growing team.

We want to bring in only the most good-hearted, caring, talented and hungry people who align with our vision of helping clients to create wealth through real estate.

But enough about us. Let's talk about _you_.


If you want to join our all-star team, here's what you need to be:

• Deeply passionate about making a powerful, positive difference in the world (because that feels good to you).
• Experienced enough that you will be able to hit the ground running as part of our fastpaced team.
• Yet still hungry enough to want to learn the Streetwise way of doing things.
• Completely open (and excited) to learn new skills, challenge yourself, help our President stay organized, and help onboard new clients by welcoming them and connecting them with our team of expert advisors.

You still with us?

Great.

Then let's get to the mission at hand.

A little about _us_.

Streetwise Mortgages is a multiple-award winning mortgage brokerage and a recognized leader in the real estate investment world.

As a team we are big on personal and professional development, working efficiently, supporting each other, and like to work with people who take pride in their work.

The Streetwise Manifesto
We are in the business of elevating and touching the lives of Canadians.

Our mission is to help 10,000 clients financially prosper through property investing by 2025, thereby creating abundance, peace of mind and time freedom for our clients, and indirectly positively impacting the lives of countless others and the communities they support.

We bring crystal clear clarity to wealth creation through property investing.

We travel the path least travelled to find innovative solutions for our clients.

We go above and beyond.

We empower clients with advice that is rooted in deep knowledge of investment property financing and investing.

We listen with compassion and we care deeply about our clients' financial well-being.

We strive to be the best in class income property advisors on the street by evolving personally and professionally through continuous learning.

We nurture a culture of high performance, entrepreneurship, leadership, and personal and professional development that pushes us beyond our comfort zone.

Our culture is one of gratitude, collaboration and appreciation for our unique individual talents.


The Opportunity
We are looking for a new Executive Assistant and Client Care Coordinator.

Specifically, we are seeking someone who loves to pay attention to details, is super organized, and takes satisfaction in helping a busy executive stay on top of all of the demands on their time.

Our business model is first and foremost about providing clients with the right financing advice and that goes beyond just finding the lowest rate.

We focus on serving real estate investor clients, and self-employed clients who require detailed analysis of their needs and situation to develop a financing roadmap and implement the right financing structures to grow wealth through a portfolio of income properties.

So, we are looking for someone who brings passion, professionalism and an unshakable focus on providing excellent client service.

We need someone who can take care of the all of the administrative details to effectively support our President and enable her to spend more of her time on executive level tasks such as strategy and relationship building.

Grow with us
Streetwise Mortgages is on a growth trajectory.

As we grow, so will you.

If you enjoy operating in a fast paced environment, where learning is a journey both professionally and personally, where complexity drives innovative solutions, where the work you do truly elevates others financially, and where you can reap the rewards of your efforts, then you will enjoy being a part of our all-star team.

Here are the specifics on the role


Role (Overview of the Position)

• Responsible for supporting the President with onboarding of new clients, scheduling, inbox management, and more

Responsibilities (Tasks Associated with the Role)

• Executive Assistance remote work with 12 visits to Vaughan per week to pickup mail and run errands

○ Management of a busy and active calendar

○ Managing expenses and forwarding corresponding invoices and receipts to the bookkeeping team

○ Collecting, organizing, and actioning mail/courier deliveries

○ Organizing and managing clie