Administrator for a Financial Property Firm in Australia (Home Based Part Time)

• 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.

Originally posted on Himalayas