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Property Administrator Role

1 week ago

Sunshine Coast Regional District, Australia Wealthmed Property Full time
Job Description

This role is designed to provide exceptional support to clients throughout their property journey, from initial engagement to handover and ongoing support.

The successful candidate will assist Wealthmed's Property Specialists and Construction Client Specialists by managing day-to-day administrative tasks, allowing them to focus on client-facing activities.

Key Responsibilities:

  • Manage client property building or purchasing via Wealthmed.
  • Contribute positively to team culture and development.
  • Promote new ideas and process improvements.
  • Meet agreed team activity metrics.

Responsibility 1 – Facilitate Property Duties:

  • Conduct administrative tasks such as phone calls, emails, data entry, and document preparation.
  • Communicate with external parties, including builders, real estate agents, property managers, solicitors, banking representatives, and developers.
  • Assist in the contract signing process for land, build, or property purchases in collaboration with property specialists.
  • Update client information on Wealthmed software.
  • Schedule construction-related meetings between the builder, client, and team.
  • Prepare property-related information for annual reviews with the financial advisor.
  • Attend professional development training as necessary.
  • Perform additional duties to support your manager as directed.

Responsibility 2 – Provide Exceptional Client Service:

  • Actively communicate with clients to keep them informed and engaged, ensuring they have peace of mind throughout the construction and purchase process.
  • Follow up regularly with clients and third parties as needed to maintain progress.
  • Proactively identify and address discrepancies in client data, taking ownership to resolve issues.
  • Develop strong client relationships by establishing rapport and delivering excellent service.
  • Prepare relevant documents and information for client meetings as requested by the property advisor.

Responsibility 3 – Internal Office Experience:

  • Coordinate with other Wealthmed teams to aid their workflows.
  • Maintain a tidy work area, clear of documents and obstructions.
  • Help with reception duties, including covering lunch breaks and overflow calls.
  • Support leadership to promote a healthy workplace culture and manage office facilities.

Qualifications, Experience & Skills:

  • Strong client service through relationship skills.
  • Excellent written and oral communication.
  • Ability to multitask and stay organised.
  • Dependable with consistent workload management and office attendance.
  • Accurate recall and reporting on client/task progression.
  • Strong work ethic, prioritisation, and time management.
  • Proficiency in Microsoft 365 applications.
  • Attention to detail and accuracy.
  • Team player focused on achieving goals.
  • Positive, can-do attitude and solutions-oriented.