Plan Your Mortgage Inc is hiring: Executive and Personal Assistant in Newmarket

The Personal and Executive Assistant will play a crucial role in supporting the team leader by managing administrative tasks, coordinating appointments, and handling personal errands. This position requires a high level of discretion, excellent organizational skills, and the ability to multitask effectively.

Key Responsibilities:

• Administrative Support:

  • Manage the team leader's calendar, schedule appointments, and coordinate meetings.
  • Prepare and organize documents, presentations, and reports.
  • Handle correspondence, including emails and phone calls.
  • Maintain and update client records and databases.

• Event Coordination:

  • Assist in planning and organizing client and industry events.
  • Attend events to provide on-site support and represent the team.

• Personal Assistance:

  • Run personal errands as needed. Includes shopping for team leader, staff, clients gifts.
  • Manage personal appointments and schedules for the team leader.

• Client Relations:

  • Serve as a point of contact for clients, addressing inquiries promptly.
  • Maintain client confidentiality and handle sensitive information with discretion.

Qualifications:

• Proven experience as a Personal or Executive Assistant, preferably in the financial or real estate sector.
• Exceptional organizational and multitasking abilities.
• Strong communication and interpersonal skills.
• Proficiency in Microsoft Office Suite and familiarity with CRM systems.
• Ability to work independently and handle confidential information with integrity.
• Valid driver's license and reliable transportation.

Benefits:

• Competitive salary commensurate with experience.
• Opportunities for professional development and growth.
• Supportive and collaborative work environment.