BDM Executive Assistant | 12yk9

To provide dedicated administrative and workflow support to the Investor Support Partners/BDMs, allowing them to focus on client relationships, business development, appraisals and conversion of new management opportunities.

Key Responsibilities:

• Prepare rental appraisal proposals, management proposals and associated documentation.

• Workflow starts in Airtable notification

• Prepare in Realtair and REI forms

• Prepare comparable rental market research and supporting appraisal information.

• Market insights and training

• Maintain and update CRM records, opportunities, notes and BDM pipeline information.

• High level Data Hygiene

• Prepare and send standard client correspondence, information packs and supporting documents.

• Send initial investor enquiry emails, including the Investor Support Brochure and Purchasing an Investment Property Brochure, ensuring prospective clients receive the appropriate introductory information promptly.

• Send out of REX currently

• Investor follow ups and update buyer match where applicable

• Assist with follow-up workflows for proposals, appraisals and prospective landlord enquiries.

Tools:

• Rex

• Outlook

• Airtable

• RP Data

• Re