Property Investment Administrator

TASKS:
Daily:
Support your sales team with all administrative duties
Send emails to clients
Confirming appointments and providing appointment briefs
Draft client plans for sending by Client Services Manager
Maintain client files and all relevant trackers (this includes file notes after your calls, making notes and uploading any info after Director’s calls and as otherwise directed)
Support marketing efforts by preparing address labels for book postage.
Attend daily tea ---------- etings to ensure your sales team are on track for KPIs

For webinars (typically fortnightly):
Confirm online payment or take payment if required and send receipts
Send and receive investor profile form and supporting documents
Create electronic copy client files
Create leads & tasks into our CRM system (Zoho)

Monthly:
Complete sales reporting