- – Answer and direct phone calls, emails, and other correspondence efficiently.
- – Schedule appointments, manage calendars, and coordinate travel arrangements.
- – Maintain filing systems, assist with bookkeeping, and prepare documents accurately.
- – Open and set up new real estate files in practice-management software.
- – Welcome clients, explain processes, and collect necessary information promptly.
- – Maintain file checklists, track documents, and assist with closing preparations.
- – Oversee deposit processes, ensuring accuracy and consistency across locations.
- – Prepare and issue customer invoices, tracking payments and managing overdue accounts.
- – Enter financial data accurately, assisting with month-end reporting and reconciliations.