Executive Assistant and Loan Processor for Financial Services Founder

About Us
Our founder is a seasoned entrepreneur with a successful track record, including launching and exiting an internet service provider in Australia. With 8 years of experience managing remote teams, we are now venturing into the financial services industry in New Zealand. We're seeking an exceptional individual who can seamlessly perform dual roles as an Executive Assistant and Loan Processor to support this new endeavor.
About the Role
We are looking for a highly intelligent and business-savvy professional to support our founder in launching and growing a new venture in the financial services industry. This role is pivotal in ensuring the smooth operation of the business, requiring expertise in both executive assistance and loan processing, ideally with experience in the New Zealand or Australian markets.
Key Responsibilities
? Executive Assistance:
? Manage complex calendars, schedule meetings, and coordinate travel arrangements.
? Handle correspondence, including emails and phone calls.
? Prepare and edit documents, presentations, and reports.
? Conduct research and analyze data to support business decisions.
? Assist in project management and follow up on action items.
? Keep the founder accountable to goals and deadlines.
? Anticipate needs and proactively solve problems.
? Liaise with clients, partners, and teaUpgrade to see actual infombers.
? Manage confidential information with discretion.
? Loan Processing:
? Oversee loan application processes from initiation to completion.
? Verify applicant information and ensure compliance with regulations.
? Coordinate with lenders, clients, and other stakeholders.
? Maintain accurate records of all loan transactions.
? Personal assistance
? Managing Personal inbox
? Helping to arrange personal to-dos
Qualifications
? Executive Assistance:
? 3+ years of experience as an Executive Assistant in the finance industry
? Strong understanding of business principles and practices.
? Excellent verbal and written communication skills.
? High proficiency in Microsoft Office Suite and project management tools.
? Loan Processing:
? Experience in loan processing within the financial services sector.
? Familiarity with New Zealand or Australian financial markets is highly preferred.
Key Attributes
? High intelligence and quick learner.
? Strong enablement skills to support and facilitate the founder's success.
? Tenacious approach to completing tasks and achieving goals.
? Adaptable and flexible in a fast-paced, evolving business environment.
? Excellent time management and organizational skills.
? Discrete and trustworthy when handling confidential information.
Preferred
? Familiarity with the financial services industry.
? Experience working with entrepreneurs or in start-up environments.
? Knowledge of the New Zealand business landscape.
?
This role offers an exciting opportunity to be part of a new venture from its inception, working closely with a successful founder who has a proven track record in remote team management. The ideal candidate will thrive in a dynamic, virtual environment, be passionate about contributing to the growth of a business, and have a talent for identifying top-tier consultants across various fields.

Only applicants who submitted via Google Form link - Upgrade to see actual info with complete Cover Letter and audio recording will be entertained.