What are the responsibilities and job description for the Executive Assistant - Client Relations Manager position at Primary Residential Branding?
What We’re Looking For:
• A confident communicator who loves talking to and engaging with clients.
• Someone who thrives on organization and attention to detail.
• A self-starter who is comfortable managing upward and holding leadership accountable.
• Someone who is self-driven in finding solutions and problem solving.
• Someone eager to become a trusted partner and a key part of our success.
***** Position is IN OFFICE only! - Layton Utah- ******
Who We Are:
We’re a leading mortgage lender that believes in working hard and playing hard. Our team is tight-knit, collaborative, and passionate about our clients. We know how to have fun, too. We value those who are committed to excellence as we are—and isn’t afraid to hold leadership accountable. Mortgage experience is a plus, but we’re more interested in your ability to connect with people, solve challenges and stay organized.
The Role:
As an Executive assistant – Client Relations manager, you’ll be the glue that holds everything together. Your main job is to keep your boss on track and help them follow up with meetings, appointments, and trips. Even assisting with aspects for their personal life from time to time. You’ll have the opportunity to manage key areas like the calendar, emails, and our client database, all while ensuring exceptional client experiences.
Key Responsibilities:
1. Calendar & Email Management:
• Schedule all appointments for the team leader, with no exceptions.
• Confirm all appointments the day before and follow up as needed.
• Keep emails organized and assist with time-blocking activities.
• Keep the team leader’s workspace spotless and ready for action.
• Ensure the team leader sticks to calls and daily priorities.
2. Client Engagement & Image Building:
• Set the tone as the Director of First Impressions.
• Address thank-you notes and manage our birthday program.
• Plan and execute client gifting and manage happy hour events.
• Coordinate with clients and partners to ensure seamless communication.
3. Database & Client Relationship Management:
• Keep our database updated with recent closings and client interactions.
• Execute follow-up calls at 30, 60, and 90 days post-closing.
• Organize and fill networking events, lunches, and happy hours.
Weekly Duties:
• Schedule and respond to all incoming leads promptly.
• Prepare daily call lists for Theme Days and track lead-to-appointment conversions.
• Communicate client needs, expectations, and follow-up plans.
• Ensure our referral partners are kept in the loop and build lasting trust.
What We’re Looking For:
• A confident communicator who loves talking to and engaging with clients.
• Someone who thrives on organization and attention to detail.
• A self-starter who is comfortable managing upward and holding leadership accountable.
• A fun and social person who can seamlessly transition from work mode to after-work happy hours.
• Someone eager to become a trusted partner and a key part of our success.
Perks of Joining Us:
• A vibrant work environment where your ideas matter.
• Opportunities to bond over team events and celebrate our wins.
• The chance to grow alongside a supportive and driven team.
If you’re ready to dive into a role that challenges and rewards you—and want to work somewhere you’re excellence is valued and appreciated—apply today! Let’s make mortgage magic happen, together.
