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  • Secretary
    Secretary
    hace 1 hora
    Jornada completa
    London

    Job Description Secretary / Office Administrator AA Mortgage Gateway Job Title: Secretary / Office Administrator Location: Kensington, London Company: AA Mortgage Gateway Position Type: Full-Time AA Mortgage Gateway is an independent mortgage and protection brokerage that provides mortgage, protection, buy-to-let, commercial finance, and property finance solutions. We pride ourselves on delivering excellent customer service and building long-term relationships with our clients and business partners. Role Overview We are seeking a highly organised, professional, customer-focused Secretary/Office Administrator to support the business's day-to-day operations. The successful candidate will play a key role in ensuring the office runs smoothly, maintaining client relationships, supporting mortgage applications, and providing excellent administrative support to advisers and management. Key Responsibilities Administrative Duties • Manage incoming and outgoing telephone calls, emails, and correspondence., • Maintain accurate client records and filing systems., • Prepare letters, reports, meeting notes, and other business documents., • Manage office diaries, appointments, and meeting schedules., • Handle incoming and outgoing post. Client Support • Act as the first point of contact for clients and introducers., • Welcome clients attending face-to-face meetings., • Schedule appointments and follow up on enquiries., • Maintain regular communication with clients throughout the mortgage process., • Obtain and organise client documentation. Mortgage Processing Support • Assist advisers with mortgage and protection applications., • Chase lenders, solicitors, estate agents, surveyors, and clients for updates., • Upload and organise documentation through lender portals., • Monitor case progress and maintain accurate records., • Assist with preparing compliance documentation and suitability records. Marketing & Business Development Support • Manage social media updates and company communications., • Support networking events and business development activities., • Help maintain the company website and online presence., • Prepare marketing materials and client newsletters. Compliance & Data Protection • Ensure all information is handled in accordance with GDPR regulations., • Assist with audit and compliance requirements., • Maintain confidentiality of client information at all times. General Office Support • Coordinate office meetings and events., • Assist with recruitment administration when required., • Support directors and advisers with additional administrative projects. Person Specification Essential Skills • Excellent written and verbal communication skills., • Strong organisational and time-management abilities., • High attention to detail., • Professional and friendly telephone manner., • Ability to prioritise workload effectively., • Strong IT skills including Microsoft Office (Word, Excel, Outlook)., • Ability to work independently and as part of a team. Desirable Experience • Previous experience in a mortgage brokerage, financial services, banking, or estate agency environment., • Knowledge of mortgage application processes., • Experience using CRM systems., • Understanding of GDPR and compliance procedures. Qualifications • GCSEs (or equivalent) including English and Maths., • Business Administration qualification desirable., • CeMAP knowledge or experience within mortgage services would be advantageous but not essential. Personal Attributes • Professional appearance and manner., • Trustworthy and discreet with confidential information., • Proactive and self-motivated., • Positive, enthusiastic, and customer-focused., • Strong problem-solving skills. Salary & Benefits • Competitive salary dependent on experience., • Performance-related bonus opportunities., • Ongoing training and development., • Career progression opportunities within AA Mortgage Gateway., • Supportive and professional working environment. Working Hours Monday to Friday, 9:00 am – 5:30 pm, with occasional flexibility required to meet business needs. To apply, please submit your CV and a covering letter explaining why you would be a great fit for AA Mortgage Gateway.

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