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TYPE OF WORK
Any
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SALARY
Neg
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HOURS PER WEEK
20
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DATE UPDATED
Sep 18, 2026
CLICK TO APPLY
Our client is a Mortgage & Insurance Advisory company seeking an org
anised, professional and highly reliable Virtual Assistant / Mortgage & Insurance Administrator to provide day-to-day administrative support across the mortgage and insurance side of the business.
This is a varied role suited to someone who enjoys administration, working with clients, keeping information organised and ensuring applications and documentation progress smoothly.
The successful person will work closely with the adviser, helping manage client information, documentation, applications, follow-ups and general business administration.
Key Responsibilities Will Include:
- Provide administrative support for mortgage and insurance clients
- Assist with preparing and processing mortgage and insurance applications
- Collect and organise client documentation and information
- Follow up clients for outstanding documents and information
- Complete data entry and maintain accurate client records
- Update CRM and client management systems
- Prepare client files and documentation for adviser meetings
- Assist with mortgage application administration and lender requirements
- Assist with insurance application and policy administration
- Liaise with banks, lenders, insurance providers and other third parties as directed
- Track applications and follow up outstanding requirements
- Keep clients updated on administrative progress where appropriate
- Manage
- Schedule appointments and manage the adviser's calendar
- Prepare forms, letters, reports and other documentation
- Maintain accurate electronic filing and document management
- Assist with renewals, policy reviews and client follow-ups
- Maintain client confidentiality and ensure sensitive financial information is handled appropriately
- Support compliance and record-keeping requirements
- Assist with other general administration and business support as required
Preferred Experience
- Previous experience in mortgage administration, insurance administration, financial services, banking, lending or adviser support would be highly advantageous.
- Experience working within a New Zealand mortgage or insurance advisory business would be particularly valuable, although training can be provided to the right person with strong administration experience.
Important
This is an administrative support position. The Virtual Assistant will support the adviser with client administration, documentation, processing and follow-up and will not provide regulated financial advice unless appropriately qualified and authorised to do so.
