16 Aug
|
Virtual Coworker
|
Melonba
16 Aug
Virtual Coworker
Melonba
- 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 recent opportunities that may arise.
📌 Administrator for a Financial Property Firm in Australia (Home Based Part Time) (Melonba)
🏢 Virtual Coworker
📍 Melonba