Jan O'Brien
Office of
Job Description
Job Title: Administrative Assistant Date:
Level: Administrative L____
Title of immediate Supervisor:
Statement of the purpose of the job: To help Sales Executive increase business; decrease expense and to assist in developing and maintaining “clients for life”. To provide all administrative support and, most importantly, be proactive with any concerns of clients/customers.
• Primary responsibilities
▪ To provide administrative and leadership support as well as providing personal and professional assistance. To direct and maintain the “First Impression” professionalism with all personnel, vendors and clients of the VIP.
• List of typical duties and responsibilities
• Answer calls / Take messages accurately and relay same to appropriate party in a timely manner / Use proper verbiages to relay a professional atmosphere
• Remind of appointments / Keep schedule for both Sales Executive and Assistant (as well as Buyers Agents if necessary)
• Mail – incoming and outgoing / Know proper procedures for small and large mail outs
• Create and distribute letters and correspondence
• Calendar closing dates (escrows)/ Listing expirations in file, spreadsheet, and/or Top Producer
• Process Listing/Sales Folders
• Type contracts (if licensed)
• Prepare and fill out Listing and/or Sales forms (via Ameriforms)
• Coordinate all necessary paperwork / Follow-up with any necessary correspondence
• Order signs
• Make working copy for the office
• Create Fax Packages
• Prepare and mail just listed cards
• Prepare advertisement for Newspapers, Contractors Notebook, etc., as appropriate
• Prepare layouts for Real Estate Color Magazines as appropriate
• Review closing documents
• Schedule / Coordinate closing for clients and customers
▪ Primary to communicate all office changes and instructions from to the entire staff and/or Buyers Agents (if applicable)
▪ Track statistics for:
o CMA’s
o Marketing Leads
o Listings – includes current market conditions for Seller’s neighborhood.
o Expired Listings
o Sales
o Buyer Agent’s Leads & GCI. (if applicable)
▪ Maintain prospect follow up plan for Buyer’s & Seller’s.
o Creating System for follow up
▪ Calendaring for same day of week
▪ Weekly or Bi-weekly reporting
▪ Prepare research for CMA’s; including tax record, Assessors map, and/or Aerial map along with a Prudential listing packet.
▪ Maintain Communication with Clients
o Call Owners with feedback
▪ Tracking system for making sure Client is contacted 1x per week.
▪ Website maintenance and research.
▪ Public Relations for escrow officers, lenders, agents, referrals and buyer/seller (thank you cards, letters & gifts).
▪ Maintain referral, lock box & feature sheet holder log. Log thank you gifts and track ordered/delivered for all.
▪ Break down listing expenses in Top Producer.
▪ Listing book management
▪ Maintain office supply inventory (help bring cost down by researching best prices).
▪ Run office errands when necessary (lock box readings, feature sheets, post office and more).
▪ Maintain mailing list (ex. Corporate Greetings, New Method Direct, Homes by Design, ect…).
▪ Staff / Buyers Agents relations (birthdays, anniversaries, retreats, training schedules, ect...) (if applicable)
▪ Meet Buyer’s at properties along with photographers, appraisers; walk through’s or home inspectors as needed (if licensed)
▪ Know, view and inform new listings in farm areas and Sphere of Influences.
▪ Make temporary flyers for all listings ASAP (if applicable)
▪ Payroll submittal and monitoring. Sales Executive to initial for final approval.
▪ Proofing all ads/have knowledge of ALL deadlines – oversee that it is followed through.
▪ Assist with any personal or professional needs for VIP and the business.
▪ Attend Office Sales Meetings and share information w/VIP and appropriate staff
• General information related to job
▪ Training requirements
- Familiarity with the procedure manual of Prudential Americana Group, REALTORS.
- Knowledge of office structure and goals and mission statement.
- Knowledge of Prudential Americana Group, REALTORS company procedures (i.e. runner service, file-processing procedures, advertising, etc.)
- On-going VIP Services Prudential Training
- IT/Software programs and/or systems that may be related to personal and/or business structure
- The ability to generate reports and create letters.
▪ Tool use
- Microsoft Word/ Excel/ Publisher/ Outlook/ Top Producer / MLXchange
- Digital camera
▪ Transportation
- The ability to commute to various client locations on behalf of VIP or their team upon request is essential to the position.
Sales Executive / Employer Initials (_________) Assistant / Employee Initials (__________)
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