Posted 20 July, 2026
Administrator for a Financial Property Firm in Australia (Home Based Part Time)
Virtual Coworker
Melonba,New South Wales,Australia,2765
Full Time
Reference: 474_449798_147741000084802001
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\n Organising and coordinating meetings.
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\n Maintaining accurate Client knowledge\/intelligence system (CRM) in relation to all clients
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\n Following up with clients on basic program next steps and action items
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\n Answering the main phone line of the business, handling queries, and triaging accordingly.
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\n Ensuring organised filing systems are maintained, structured, and shared with clients accordingly.
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\n Attending meetings to document meeting actions and decisions
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\n Managing document gathering from clients to ensure complete and accurate information.
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\n Coordinating maintenance of compliance documents (including certifications, letters, AML, etc.).
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\n Managing all e\-signature requests \/ system for internal and\/or client needs.
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\n Following up potential new clients.
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\n Answering basic client or prospective client email queries.
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\n Assisting with other administrative matters relevant to the business or new opportunities that may arise.
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