Virtual Assistant – Mortgage & Insurance Admin (Trail CRM Preferred)

Please login or register as jobseeker to apply for this job.

: TYPE OF WORK

Part Time

: SALARY

$3-6 per hour

: HOURS PER WEEK

20

: DATE UPDATED

Mar 29, 2026

JOB OVERVIEW

We are a New Zealand-based mortgage and insurance business looking for a reliable, detail-oriented Virtual Assistant to support our admin and client service.

This is a long-term remote role for someone who is proactive, organised, and confident managing client communication, CRM systems, and day-to-day admin tasks.

Main Responsibilities
Follow up clients for arrears, anniversaries, and review reminders

Email and contact clients regarding policy updates, applications, and admin requests
Book appointments and send confirmations/reminders
Update and maintain accurate client records in our CRM (Trail)
Review client files and ensure mortgage and insurance details are up to date
Assist with application processing and document collection
Manage inbox and general admin tasks
Track follow-ups and ensure nothing is missed
Ideal Candidate
Strong written and spoken English
High attention to detail and organisation
Proactive and able to manage tasks without constant supervision
Confident using CRMs and learning new systems quickly
Comfortable communicating with clients in a professional and friendly manner
Experience
Experience in admin, customer service, or virtual assistant roles
Experience in mortgage, insurance, finance, or similar industries is highly preferred
Experience with Trail CRM is preferred
Strong knowledge of CRMs used in mortgage/insurance industries is highly valued
Hours

Part-time to start (15–25 hours per week), with potential to grow into a larger ongoing role

Pay

Please include your hourly rate and relevant experience in your application
(Typical range: $3-6 USD/hour depending on experience)

To Apply

Please begin your application with: “Trail Admin”

Then include:

- A short summary of your experience
- Any mortgage or insurance admin experience
- What CRM systems you have used
- Your hourly rate
- Your weekly availability

SKILL REQUIREMENT

Personal Assistant Customer Service Administrative Support

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Virtual Assistant – Mortgage & Insurance Admin (Trail CRM Preferred)

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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