Property Investment Administrator

TASKS:
Daily:
Answer all incoming emails to info inbox
Draft client plans for sending by Client Services Manager
Confirm all appointments in Director’s calendar the day of the appointment

Email brief’s to Director & Client Services Manager for all client appointments
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)
Call and book routine appointments as per next action on file
Draft borrowing capacity assessments for review by Client Services Manager

For webinars (typically fortnightly):
Call booking requests and schedule appointments
Call and explain process
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
Schedule appointments in Daimien’s calendar and connect clients on GoogleMeet
Prepare file for appointment including confirming if qualified

Monthly:
Complete sales reporting
Prepare the new monthly call tracker for the sales team

As required:
Nurture webinar / seminar registrations in order to get them to attend - calling registrants before the webinar to get them to attend (assistance with calls if we have a high number of regos)
Book appointment requests if we get them outside of a webinar
Call DNBs and survey for feedback with a goal to move them to an appointment eventually (assistance if required from sales person)
Ask survey questions
Book if ready for appointment or free call
Schedule and conduct call back if they will be ready later
Maintain contact and update phone numbers and addresses for existing clients as required to send birthday cards, christmas cards
Archive do not call files if required
ITI drill
Unconditional drill
All other business administration duties as tasked by the Client Services Manager, the Business Manager and/or the Director