Job Description

Real Estate Executive Assistant EA (Investment Property and Finance)

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Real Estate Executive Assistant EA (Investment Property and Finance)

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At St Trinity Property Group, we're passionate about helping everyday Australians grow their wealth through strategic property investment and finance solutions. We specialise in real estate advisory, project sales, and property finance, with a mission to simplify the investment journey and deliver lasting value to our clients.

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To support our growing client base, we're looking for a Executive Assistant who thrives on people interaction, is confident in client-facing communications, and understands the property and finance space — particularly in Australia, but we also welcome experience from the UK or US markets.

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About St Trinity Property Group

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At St Trinity Property Group, we're passionate about helping everyday Australians grow their wealth through strategic property investment and finance solutions. We specialise in real estate advisory, project sales, and property finance, with a mission to simplify the investment journey and deliver lasting value to our clients.

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To support our growing client base, we're looking for a Executive Assistant who thrives on people interaction, is confident in client-facing communications, and understands the property and finance space — particularly in Australia, but we also welcome experience from the UK or US markets.

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About the Role

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In this role, you'll be working directly with our property and finance specialists to manage lead flow, client communications, appointment setting, and basic admin tasks. You'll also support our client onboarding, follow-ups, and database nurturing processes — making you a key part of the client experience.

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We're looking for someone who's not just organised and tech-savvy, but also confident in speaking with clients, proactive in solving problems, and passionate about helping people achieve their property goals.

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Key Responsibilities

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Client Communications & Relationship Management

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- Engage with leads and clients via email, SMS, and phone
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- Provide updates and support throughout the property or finance journey
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- Follow up on leads, nurture warm prospects, and re-engage cold ones
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- Help schedule consultations,



webinars, or finance reviews with the team
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Lead Generation & CRM Support

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- Assist in lead qualification and database segmentation
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- Maintain accurate records in CRM platforms (e.g., Agentbox, ActiveCampaign, HubSpot)
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- Monitor lead activity and ensure timely follow-ups are made
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- Coordinate marketing touchpoints and campaign flows
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Property & Finance Support

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- Prepare or help organise property investment packs, summaries, or market insights
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- Assist in gathering documents for finance pre-approvals or investment analysis
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- Coordinate with internal mortgage brokers, buyer's agents, and property specialists
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- Support back-end operations for deal flow and property pipeline tracking
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Marketing & General Admin

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- Use Canva to assist with content creation (property flyers, social posts, finance updates)
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- Upload listings or promotions across relevant platforms and portals
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- Manage email inboxes, calendars, and meeting schedules for team members
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- General admin duties as required by sales and finance teams
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What We're Looking For

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- 1–2+ years in a real estate, property investment, or mortgage/finance support role
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- Excellent written and verbal communication — confident speaking with clients
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- Experience working with Australian, UK, or US property or finance clients
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- Strong attention to detail and ability to manage multiple client workflows
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- Comfortable with tools like Google Workspace, Trello, CRMs, Canva, and scheduling tools
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Bonus If You Have

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- Knowledge of property investment strategies, finance terminology, or loan process
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- Experience supporting brokers, buyer's agents, or investment advisors
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- Previous work in client success or relationship management
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Why Join St Trinity

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- Work with a purpose-led team making real impact on people's lives
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- Exposure to property, finance, and wealth-building strategies
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- Opportunity to grow alongside a dynamic and fast-scaling company
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Seniority level

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Mid-Senior level

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Employment type

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Full-time

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Job function

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Administrative

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📌 Real Estate Executive Assistant EA (Investment Property and Finance) (New South Wales)
🏢 St Trinity Property Group
📍 New South Wales