Client Care & Transaction Assistant

Client Care & Transaction Coordinator

We’re looking for someone to take on a new role in our fast-paced real estate team, ensuring seamless administrative and client experiences.

The ideal candidate is professional, confident, and personable, with a high level of care for your clients and your tasks. You enjoy checking things off your list, yet can remain flexible and prioritize with ease. Experience in the real estate/home industry is preferred. In this role, you will do what transaction coordinators do best - assist real estate agents with the entire scope of a real estate transaction from start to close.

This is a full-time Monday - Friday (approx 35 hours per week) 16-month coverage position with a strong possibility of extension or permanent placement. Range $22-$26/hour, + benefits package and is dependent on experience.

Primary Responsibilities

1. Paperwork
2. Listing coordination
3. Listing advertising
4. Communication (verbal and written) with team members, vendors, and clients
5. Customer service
6. Follow & execute checklist items
7. Manage & maintain CRM system
8. Maintain file system (digital & paper)
9. Client engagement
10. Assist with the training of new agents on the transaction process
11. Prep documents and presentations
12. Administrative duties
13. Data entry
14. Ability to understand and communicate main features of a home
15. Work with the marketing team to coordinate information and meet deadlines
16. Assist with general duties and projects as assigned

Characteristics

1. Organized
2. Attention to detail
3. Good communication skills (phone & in person)
4. Excellent grammar and writing skills
5. Ability to work independently and within a team environment
6. You thrive on helping others
7. Like to take responsibility and ownership of your assignments and projects
8. Excellent in time and task management
9. Ability to plan workflow to meet deadlines

Software Proficiency - let us know your experience in the following:

1. Word Processing
2. Spreadsheets
3. Presentation Software
4. Email
5. Wordpress
6. Canva
7. Matrix
8. Authentisign/Docusign
9. Touchbase
10. CRM systems
11. Mailchimp (or other email software)

Qualifications

1. Degree, diploma, or certificate (or equivalent experience) in office administration or related field
2. 1-2 years administrative experience in a professional office environment
3. 1-2 years experience in the real estate industry in an administrative/assistant capacity is preferred
4. Computer skills including Google Calendar, Google Suite, CRM
5. If you have social media or marketing experience, let us know!
6. Clean driving record and current driver’s license

Please email cover letter with wage expectations & resume to michelle@kelownarealestatepros.com