Executive Admin & CRM Specialist (Financial Services)

Realynk (Formerly Trans Support); Town of Florida (NY); Hybrid; USD 40,000 - 55,000; Full time

Job summary

A financial solutions company is seeking an organized Executive Admin Assistant to support daily operations. The candidate will manage emails, assist with loan processing, and maintain CRM records. Required qualifications include 1-2 years of experience, strong attention to detail, and familiarity with Salesforce. This position operates within U.S. business hours, offering a chance for future opportunities.

Qualifications

• 1-2 years of experience in administrative or operations support roles.
• Familiarity with CRM systems, preferably Salesforce.
• Excellent written and verbal English communication skills.

Responsibilities

• Manage incoming emails from sales reps and referral partners.
• Update deal records through underwriting and approval stages.
• Input all relevant data from loan submissions into Salesforce.

Skills

Attention to detail

Communication skills

Organizational skills

CRM experience

Tools

Salesforce

Job description

A financial solutions company is seeking an organized Executive Admin Assistant to support daily operations. The candidate will manage emails, assist with loan processing, and maintain CRM records. Required qualifications include 1-2 years of experience, strong attention to detail, and familiarity with Salesforce. This position operates within U.S. business hours, offering a chance for future opportunities.