Administrator - Investment Real Estate
Core
Providing day-to-day administration support for a front-end sales team in investment real estate, including client appointment coordination, CRM management, and team liaison.
Role type
Administrator (Sales Support)
Builds
Client appointment schedules, updated CRM records, and coordinated sales team operations
Domain
Investment Real Estate / Financial Services
Deliverable
dashboards & analysis
Required skills
Salesforce, CRM management, client call handling, appointment coordination, data accuracy, compliance management, tech-savviness
Preferred skills
Property/investment real estate experience, mortgage broking experience, financial services experience, AI tool usage
Responsibilities
Coordinating and managing daily appointments, managing and updating client records in Salesforce, making and receiving client calls using Aircall, liaising with consultants before and after appointments, maintaining accurate client information across systems, assisting in team compliance management
Seniority
Individual Contributor