Administrator for a Financial Property Firm in Australia (Home Based Part Time)
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AI Summary
The role involves coordinating meetings, managing CRM data, and handling client communications and queries. It also includes maintaining filing systems, documenting meeting actions, and managing compliance and e-signature processes.
• Organising and coordinating meetings.
• Maintaining accurate Client knowledge/intelligence system (CRM) in relation to all clients
• Following up with clients on basic program next steps and action items
• Answering the main phone line of the business, handling queries, and triaging accordingly.
• Ensuring organised filing systems are maintained, structured, and shared with clients accordingly.
• Attending meetings to document meeting actions and decisions
• Managing document gathering from clients to ensure complete and accurate information.
• Coordinating maintenance of compliance documents (including certifications, letters, AML, etc.).
• Managing all e-signature requests / system for internal and/or client needs.
• Following up potential new clients.
• Answering basic client or prospective client email queries.
• Assisting with other administrative matters relevant to the business or new opportunities that may arise.
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