Part-Time Remote Assistant (Mortgage Team Support)

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Location: Southern Ontario (Remote)
Hours: 20 hrs/week (flexible; some daytime availability required)
Rate: $20–$23/hr + bonuses | Contract or employee (negotiable)

Overview

We’re a Southern Ontario-based mortgage team looking for a proactive, detail-oriented Part-Time Assistant to support our client appreciation, marketing, and relationship management efforts. This is a flexible, remote role with growth potential for someone who thrives in a fast-paced, client-facing environment.

Key Responsibilities

• Client Experience & After-Care
• Send thank-you gifts, birthday cards, follow-up check-ins
• Make client calls to set appointments and check in
• Follow up with referral partners and centers of influence (COIs)
• Marketing & Events
• Support planning and execution of client appreciation events
• Create designs and outreach content in Canva
• Request and collect client reviews/testimonials
• CRM & Database Management
• Enter and update records in CRM's
• Organize, review, and summarize documents
• Maintain clean and accurate client touchpoint records

Requirements

• Strong communication and organizational skills
• Comfortable on the phone and in client-facing scenarios
• Able to self-start and find answers using online resources
• Familiarity with CRMs or platforms like Go High Level is a plus
• Entry-level; no license required (future licensing optional)

Bonus Points For

• Prior experience in real estate, mortgage, or CRM systems
• Confidence using tools like Canva, Google Workspace, Zoom

Perks

• Flexible hours with part-time stability
• Bonuses for performance and referrals

Job Types: Part-time, Permanent

Pay: $17.75-$23.00 per hour

Benefits:

• Work from home

Work Location: Remote