Profession property assistant

Property assistants perform several duties including administrative tasks in the real estate sector. They provide clients with financial information about properties and advise them, they schedule appointments and organise property viewings, they prepare contracts and assist in property valuation.

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Personality Type

• Conventional / Enterprising

Knowledge

• Real estate market

  The trends concerning the buying, selling, or renting of property, including the land, buildings, and natural resources encompassed within the property; the categories of residential properties and properties for business purposes which such properties are traded in.

• Electronic communication

  Data communication performed through digital means such as computers, telephone or e-mail.

• Office software

  The characteristics and functioning of software programs for office tasks such as word processing, spreadsheets, presentation, email and database.

• Customer service

  Processes and principles related to the customer, client, service user and to personal services; these may include procedures to evaluate customer's or service user's satisfaction.

Skills

• Obtain financial information

  Gather information on securities, market conditions, governmental regulations and the financial situation, goals and needs of clients or companies.

• Maintain records of financial transactions

  Collate all the financial transactions done in the daily operations of a business and record them in their respective accounts.

• Perform office routine activities

  Program, prepare, and perform activities required to be performed everyday in offices such as mailing, receiving supplies, updating managers and employees, and keeping operations running smoothly.

• Collect property financial information

  Collect information concerning the previous transactions involving the property, such as the prices at which the property had been previously sold and the costs that went into renovations and repairs, in order to obtain a clear image of the property's value.

• Provide information on properties

  Provide information on the positive and negative aspects of a property and the practicalities concerning any financial transactions or insurance procedures; such as location, composition of the property, renovation or repair needs, the cost of the property and the costs related to insurance.

• Inform on renting agreements

  Inform landlords or tenants of a property on the duties and rights of the landlord and tenant, such as the landlord's responsibility for the upkeep of the property and the eviction rights in the event of a breach of contract, and the tenant's responsibility to pay rent in a timely manner and avoid negligence.

• Fix meetings

  Fix and schedule professional appointments or meetings for clients or superiors.

• Handle financial transactions

  Administer currencies, financial exchange activities, deposits as well as company and voucher payments. Prepare and manage guest accounts and take payments by cash, credit card and debit card.

• Identify customer's needs

  Use appropriate questions and active listening in order to identify customer expectations, desires and requirements according to product and services.

• Prepare inventory of properties

  List all the items present in a property building which is leased or rented, in order to have a contractual agreement between the owner and the tenant.

• Communicate by telephone

  Liaise via telephone by making and answering calls in a timely, professional and polite manner.

• Use office systems

  Make appropriate and timely use of office systems used in business facilities depending on the aim, whether for the collection of messages, client information storage, or agenda scheduling. It includes administration of systems such as customer relationship management, vendor management, storage, and voicemail systems.

• Organise business documents

  Put together documents coming from the photocopier, the mail, or the daily operations of businesses.

• Process commissioned instructions

  Process instructions, usually oral ones, provided by managers and directives on actions required to be made. Take note, inquire, and take action on the commissioned requests.

• Communicate with customers

  Respond to and communicate with customers in the most efficient and appropriate manner to enable them to access the desired products or services, or any other help they may require.

Optional knowledge and skills

Source: Sisyphus ODB