17 Aug
|
Virtual Coworker
|
Melonba
17 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 recent clients.
Answering basic client or prospective client email queries.
Assisting with other administrative matters relevant to the business or recent prospects that may arise.
📌 Administrator For A Financial Property Firm In Australia Home Based Part Time Melonba
🏢 Virtual Coworker
📍 Melonba