Job Description

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