• 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 recent clients.

• Answering basic client or prospective client email queries.

• Assisting with other administrative matters relevant to the business or current prospects that may arise.

📌 Administrator For A Financial Property Firm In Australia Home Based Part Time Melonba
🏢 Important Business
📍 Australia