Virtual Coworker
Himalayas · Posted 2d ago
Administrative Assistant for a Consulting Company in Australia (Home Based Full
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Indexed description
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
Originally posted on Himalayas
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