Executive Assistant

• Serve as a primary point of contact for clients on behalf of senior team members.
• Confidently engage with clients who manage large loan portfolios, ensuring professionalism and clarity.
• Manage the progress of leads from initial capture until the Fact Find is completed, then hand off to Nikka for application processing.
• Support in running refinancing processes when required.
• Send birthday cards, Christmas cards, and other touchpoints to nurture ongoing client relationships.
• Manage and coordinate tasks between:
• - Mark and Gary
• - Mark and Leonie
• Help Mark and Leonie stay on top of lead progress and essential next steps.
• Ensure no task is missed—acting as the operational “glue” that keeps processes moving.
• Set up new cards and workflow steps in Broker Engine.
• Send out credit check authorization forms and follow up as needed.
• Conduct credit checks upon receiving client consent.
• Order valuations when required.
• Act as the communication bridge between Credit Team (Mark & Michelle) and the broader operations team.
• Make life easier for the leadership team by managing workflow, prompting next steps, and ensuring seamless client and task progression.
• Handle details and follow-through so the team can focus on strategic and client-facing work.

Executive Assistant

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Executive Assistant

Personal Assistant – Life Admin, Travel & Household Support