• Manage team’s and branch manager’s calendar; schedule a variety of business meetings via platforms such as Teams, Zoom, and Outlook.
• Manage emails, letters, packages, phone calls and other forms of correspondence.
• Arranging travel and reservations as needed.
• Independently create well-organized, grammatically correct emails.
• Use various software applications such as spreadsheets and relational databases to keep management and teams informed on clients and deals.
• Perform administrative duties such as conducting research, updating databases/CRM, and tracking tasks for follow-up.
• Support all East Coast branches in day-to-day operations, such as opening and tracking support tickets, resolving billing, and following up on outstanding documents.
• Assist branches with onboarding and offboarding procedures.
• Various personal administration tasks, as needed.
• Complete expense reports and reconcile receipts.
• Assist colleagues whenever there is an opportunity to do so.
• Highly organized and understand the importance of confidentiality.

• High School Diploma or equivalent.
• Proficient in Microsoft Office.
• Previous banking, financial services, or mortgage experience preferred, but not required.
• Excellent communication skills.
• Willingness to cross-train in various departments.

Pay Range:

• $22.00-26.00