Regularly track listings and stay up to date with the marketRegularly track listings and stay up to date with the marketBe familiar with the latest market trendsProvide assistance and guide clients in their listings searchMake appointments and meet with clients to discuss their needs and wantsGo to properties with clientsResearch client income and expenses to determine their buying power and capitalConnect clients with other needed professionals who offer real estate related services (for example loan processors and home inspectors)Build and maintain relationships with all relevant banks and realestate agentsProvide assistance and support clients in closing deals

Financial reporting, preparation and analysis of consolidated accounts.Assist in the review of simple reorganization documents and new deal structures to ensure the accounting is accuratePrepare budget forecasts and publish financial statements in timeHandle monthly, quarterly and annual closingsReconcile accounts payable and receivable and ensure timely bank paymentsManage balance sheets and profit/loss statementsReinforce financial data confidentiality and conduct database backups when necessity

Research and source potential clients and build long-term relationships with themAdvise clients on the insurance policies that best suit their needsCustomize insurance programs to suit individual clientsDeliver approved policies to new clients and explain benefits and risks of the policyOffering health insurance policies, demonstrating and presenting products.Advise clients on retirement planning, life, health, disability and long-term care insurance.Matching insurance policies for clients with the companies offering the best rate and coverage.

Present the best image of the company as the first contact with a client or potential client.Process remittances and ensure transactions comply with local and overseas regulations.Responsible for handling deposits and remittance worksSupport branch in operations enquiriesEnsuring operational remittance and cheque clearing managementHandle the transactions and funds with the utmost care and honesty.