Real Estate Executive Assistant EA (Investment Property and Finance)

Real Estate Executive Assistant EA (Investment Property and Finance)

Real Estate Executive Assistant EA (Investment Property and Finance)

3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. At

St Trinity Property Group , we’re passionate about helping everyday Australians grow their wealth through strategic property investment and finance solutions. We specialise in real estate advisory, project sales, and property finance, with a mission to simplify the investment journey and deliver lasting value to our clients.

To support our growing client base, we’re looking for a

Executive Assistant

who thrives on people interaction, is confident in client-facing communications, and understands the property and finance space — particularly in

Australia , but we also welcome experience from the

UK

or

US

markets.

About St Trinity Property Group

At

St Trinity Property Group , we’re passionate about helping everyday Australians grow their wealth through strategic property investment and finance solutions. We specialise in real estate advisory, project sales, and property finance, with a mission to simplify the investment journey and deliver lasting value to our clients.

To support our growing client base, we’re looking for a

Executive Assistant

who thrives on people interaction, is confident in client-facing communications, and understands the property and finance space — particularly in

Australia , but we also welcome experience from the

UK

or

US

markets.

About the Role

In this role, you’ll be working directly with our property and finance specialists to manage lead flow, client communications, appointment setting, and basic admin tasks. You’ll also support our client onboarding, follow-ups, and database nurturing processes — making you a key part of the client experience.

We’re looking for someone who’s not just organised and tech-savvy, but also

confident in speaking with clients , proactive in solving problems, and passionate about helping people achieve their property goals.

Key Responsibilities

Client Communications & Relationship Management Engage with leads and clients via email, SMS, and phone

Provide updates and support throughout the property or finance journey

Follow up on leads, nurture warm prospects, and re-engage cold ones

Help schedule consultations, webinars, or finance reviews with the team

Lead Generation & CRM Support Assist in lead qualification and database segmentation

Maintain accurate records in CRM platforms (e.g., Agentbox, ActiveCampaign, HubSpot)

Monitor lead activity and ensure timely follow-ups are made

Coordinate marketing touchpoints and campaign flows

Property & Finance Support Prepare or help organise property investment packs, summaries, or market insights

Assist in gathering documents for finance pre-approvals or investment analysis

Coordinate with internal mortgage brokers, buyer’s agents, and property specialists

Support back-end operations for deal flow and property pipeline tracking

Marketing & General Admin Use

Canva

to assist with content creation (property flyers, social posts, finance updates)

Upload listings or promotions across relevant platforms and portals

Manage email inboxes, calendars, and meeting schedules for team members

General admin duties as required by sales and finance teams

What We’re Looking For

1–2+ years in a

real estate ,

property investment , or

mortgage/finance

support role

Excellent written and verbal communication —

confident speaking with clients

Experience working with Australian, UK, or US property or finance clients

Strong attention to detail and ability to manage multiple client workflows

Comfortable with tools like Google Workspace, Trello, CRMs, Canva, and scheduling tools

Bonus If You Have

Knowledge of property investment strategies, finance terminology, or loan process

Experience supporting brokers, buyer’s agents, or investment advisors

Previous work in client success or relationship management

Why Join St Trinity

Work with a purpose-led team making real impact on people’s lives

Exposure to property, finance, and wealth-building strategies

Opportunity to grow alongside a dynamic and fast-scaling company

Seniority level

Seniority level Mid-Senior level Employment type

Employment type Full-time Job function

Job function Administrative Referrals increase your chances of interviewing at St Trinity Property Group by 2x Sign in to set job alerts for “Executive Assistant” roles.

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