Executive Assistant

Key Responsibilities

• Manage and maintain the executive's calendar, appointments, and meetings
• Handle inbox management, including sorting and prioritizing emails and responding on behalf of the executive when appropriate
• Draft and format documents, proposals, and communications for internal and external use
• Coordinate with clients, partners, and vendors on behalf of the executive
• Assist in managing mortgage application pipelines and follow-up communications with clients
• Perform CRM updates and maintain accurate client records
• Organize digital files and folders using Google Drive or other cloud-based tools
• Handle personal tasks as needed (email management, reminders, personal appointments, etc.)
• Track tasks, deadlines, and projects using task management tools
• Other ad hoc administrative duties as needed

Qualifications

• At least 2 years of experience as a virtual assistant, executive assistant, or in a similar remote support role
• Excellent communication skills in English (both written and verbal)
• Strong organizational skills and high attention to detail
• Ability to work independently and handle multiple tasks with minimal supervision
• Proficient with Google Workspace (Docs, Sheets, Calendar, Gmail, Drive)
• Familiarity with CRM platforms (Velocity or any other similar)
• Experience in the mortgage, financial, or real estate industry in Canada is a plus. required
• Social Media Management