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Canopy Mortgage · 1 day ago

Northstar Mortgage Advisors: Executive Assistant

Lindon, UT

Full-time

Onsite

Mid Level

Canopy Mortgage is a growing mortgage company seeking a highly organized and proactive Executive Assistant to support the Owner. The role involves managing the Owner's calendar, coordinating meetings, and handling both business and personal responsibilities with discretion and efficiency.

ConsultingFinancial ServicesLendingMortgage

Responsibilities

Manage and maintain the Owner’s calendar, scheduling meetings, calls, travel, and reminders

Coordinate internal and external meetings with employees, partners, and vendors

Draft, review, and manage emails and correspondence on behalf of the Owner

Assist with meeting preparation, follow-ups, and task tracking

Handle confidential and time-sensitive information with discretion

Support special projects and operational initiatives as assigned

Manage select personal scheduling, appointments, and logistics

Assist with personal travel planning and coordination

Help organize personal to-do lists and reminders

Handle occasional personal administrative tasks as needed

Assist with personal and business expense tracking

Help manage basic accounting-related tasks such as bill tracking, reimbursements, and documentation

Work with accountants or bookkeepers as needed

Maintain organized digital and physical filing systems

Act as a gatekeeper and point of contact for the Owner

Coordinate priorities across multiple responsibilities

Anticipate needs and solve problems proactively

Support ad hoc projects that help improve efficiency and organization

Qualification

Executive Assistant experienceMortgage industry experienceMicrosoft Office proficiencyOrganizational skillsTime-management skillsDiscretionVerbal communication skillsWritten communication skillsAttention to detailProblem-solving skills