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

Company : Virtual Coworker

Job Type : Part-Time

Remote / Work from Home

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

â¢ Organising and coordinating meetings.

â¢ Maintaining accurate Client knowledge/intelligence system (CRM) in relation to all clients

â¢ Following up with clients on basic program next steps and action items

â¢ Answering the main phone line of the business, handling queries, and triaging accordingly.

â¢ Ensuring organised filing systems are maintained, structured, and shared with clients accordingly.

â¢ Attending meetings to document meeting actions and decisions

â¢ Managing document gathering from clients to ensure complete and accurate information.

â¢ Coordinating maintenance of compliance documents (including certifications, letters, AML, etc.).

â¢ Managing all e-signature requests / system for internal and/or client needs.

â¢ Following up potential new clients.

â¢ Answering basic client or prospective client email queries.

â¢ Assisting with other administrative matters relevant to the business or new opportunities that may arise.

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

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

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