The role will work closely with the Front-End Sales Manager and property consultants, providing day-to-day administration support and assisting with client appointments, calls, CRM management and general team coordination.
Responsibilities
- General day-to-day administration support for the team.
- Coordinating and managing daily appointments.
- Ensuring consultants have relevant client and appointment information.
- Managing and updating client records and data within Salesforce.
- Making and receiving client calls using Aircall.
- Confirming appointments and following up with clients as required.
- Liaising with Discovery Consultants (DCs) before and after appointments.
- Keeping appointment and client information accurate and up to date across relevant systems.
- General sales administration and follow-up tasks.
- Using AI and technology tools to assist with administrative efficiency and everyday processes.
- Assisting in management of team compliance
- Highly organised and detail-oriented.
- Confident and professional on the phone.
- Proactive and able to manage multiple administrative tasks.
- Comfortable working in a fast-paced sales environment.
- Tech-savvy and quick to learn new systems.
- Salesforce, CRM or similar system experience - tech confident
- Comfortable making and receiving client calls.
- Previous administration or sales support experience preferred.
- Experience within property, investment real estate, mortgage broking, financial services or a similar client-facing environment would be highly regarded.
