Administrative Assistant for a Consulting Company in Australia (Home Based Full Time)
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AI Summary
The role involves managing client communications and coordinating contracts between builders, developers, and conveyancers to ensure smooth settlement processes. Additionally, the assistant maintains the CRM system and provides administrative support to the advisory and accounts teams.
Client Communication & Support
• Communicate regularly with clients to ensure all milestones are met, including deposits, finance approvals, contract signing, and settlement requirements
• Act as the key point of contact for clients throughout the building and settlement process
• Assist in preparing clients for settlement and managing expectations around timelines and next steps
• Provide a high level of customer service and maintain strong ongoing relationshipContract & Transaction Coordination
• Liaise with clients’ conveyancers to ensure standard Cartesian contract terms and conditions are incorporated where required
• Coordinate communication between builders, developers, brokers, conveyancers, and contract administration teams
• Track build milestones and provide clients with regular updates regarding construction progress
Ensure all documentation and contracts are managed accurately and efficiently
CRM & Administration
• Maintain and update the CRM system with accurate client notes, communication records, and deal progression
• Provide administrative support to the advisory team to ensure smooth day-to-day operations
• Assist with compliance and document management processes, allowing the sales team to focus on business development and client strategy
Accounts & Referral Coordination
• Liaise with the accounts team to ensure referral agreements are completed correctly
• Ensure the correct referral fee structure is applied to each transaction
• Confirm invoices are issued correctly to brokers and relevant stakeholders following a sale
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