Personal Assistant and Customer Service Executive

Personal Assistant and Customer Service Executive

Location: Peterborough (Hampton)
Salary: £24,000 to £28,000 per year depending on experience
Hours: Full-time (part-time considered, minimum 25 hours per week)

We are looking for a responsible, organised and people focused Personal Assistant and Customer Service Executive to provide secretarial and administrative support to our Office Manager, Justyna, and help with the smooth running of our busy mortgage brokerage.

Open Door Mortgages helps all types of clients to buy, refinance and invest in property. This role is central to supporting our clients, advisers and directors, and keeping our office running at its best.

Key Responsibilities

• Maintain a strong understanding of the business to establish priorities and manage expectations
• Support the Office Manager in day-to-day tasks across the team
• Manage our bespoke mortgage industry CRM database, ensuring data is accurate and up to date
• Organise and track projects using Trello
• Assist with financial administration including invoices, payments and basic reporting
• Relationship management with directors, clients, advisers and partners
• Answer phone calls, handle client queries and manage leads or prospects from the website
• Collate and prepare client files for compliance checks
• Support with general business operations including telecoms, IT, HR, payroll and pensions
• Handle sensitive and confidential information with discretion
• Proactively look for ways to support the business and directors
• Be flexible, as tasks may vary to ensure rounded support

What we are looking for

• Proven work experience as a Personal Assistant and in customer service
• Tech-savvy and comfortable learning new systems
• Excellent organisational and time-management skills
• Confident communicator with strong verbal and written English
• A people person with a positive, proactive attitude
• Proficiency in MS Office including Word, Excel and Outlook
• Ability to multitask and prioritise in a busy environment
• Discretion and confidentiality are essential

Desirable but not essential

• PA diploma or certification
• Experience in the mortgage or insurance industry

Our Values

• Proactive
• Positive
• Professional
• Personal

Benefits

• Salary between £24,000 and £28,000 depending on experience
• Flexible schedule
• On-site parking
• Option for some home working

Schedule

• Monday to Friday
• Full-time (part-time considered, minimum 25 hours per week)

If you are organised, proactive and ready to play a key role in supporting our office manager and wider business, we would love to hear from you.

Job Types: Full-time, Part-time, Permanent

Pay: £24,000.00-£28,000.00 per year

Expected hours: 25 – 36 per week

Application question(s):

• you must be IT savvy, its a very IT heavy job, you will be expected to be computer literate.

Work Location: In person