VA4U

• Manage and update projects within the Sympro operations system to ensure up-to-date job data. • Prepare, organize, and maintain precise job documentation and project records. • Coordinate and track scheduling details while monitoring job progress and deadlines. • Assist with preparing quotations, work orders, and purchase orders. • Collaborate with internal staff to communicate job updates and outstanding tasks. • Provide administrative and operational support to project managers. • Support basic drafting or mark-up of roofing plans, if required. • Maintain organized digital filing systems and project documentation. • Prepare comprehensive reports, spreadsheets, and operational summaries. • Ensure all data in company systems is accurate, comprehensive, and up to date.

• Develop and implement marketing strategies aligned with organizational goals • Plan, execute, and optimize digital marketing campaigns across diverse channels • Lead email marketing, social media, and content marketing initiatives • Oversee SEO, SEM, PPC, and paid social advertising campaigns • Analyze and report on campaign performance, using data to inform improvements • Collaborate with designers, content creators, and key stakeholders • Manage marketing calendars, budgets, and project timelines • Stay current with Australian market trends and shifts in consumer behavior

• Design and build high-converting email campaigns and templates using Klaviyo • Create, manage, and optimize automated email flows (e.g., Welcome Series, Abandoned Cart, Browse Abandonment, Post-Purchase, Win-Back) • Leverage Claude AI to generate and refine email copy, subject lines, CTAs, and other campaign content • Segment customer lists and personalize campaigns to enhance engagement • Conduct A/B tests to continually improve campaign performance and conversion rates • Analyze email analytics and optimize for open rates, click-through rates, and revenue generation • Ensure all email designs are mobile-responsive and consistent with brand guidelines • Collaborate with the marketing team to execute promotional campaigns and product launches • Maintain email list hygiene and follow email marketing best practices

• Manage daily job scheduling using **Simpro** • Coordinate technician schedules and appointments • Maintain Outlook calendars and prevent scheduling conflicts • Prepare daily and weekly work schedules • Monitor and manage a shared inbox • Respond to customer enquiries professionally • Draft and send emails to customers and suppliers • Update customer records and job information in **Simpro** • Organise digital files and business documentation • Assist with basic **Xero** administration • Follow up outstanding invoices and required paperwork • Coordinate documentation between the owner, apprentice, bookkeeper, and accountant • Track outstanding administrative tasks and follow-ups • Recommend improvements to business systems and processes • Provide ongoing administrative support as the business grows

• Prepare targeted prospecting and call lists • Research property ownership through CoreLogic • Manage and update REXs CRM • Maintain and organize CRM databases • Create CMA reports and provide property price updates • Schedule follow-ups using Realtair • Perform data entry and draft emails • Provide general administrative support as needed

• Provide comprehensive administrative support to recruitment team • Source candidates using recruitment database, LinkedIn, and online job boards • Build and manage talent pools for current and future vacancies • Screen applications and match them to role requirements • Distribute and follow up screening questionnaires • Coordinate phone and video interviews • Prepare candidate summaries and profiles for recruiters and client presentations • Format resumes into company-branded templates • Track interview feedback, offer stages, and start dates • Maintain accurate candidate and vacancy records • Update candidate employment history, availability, and contact details • Tag, categorise, and clean up database records • Re-engage existing talent within database • Monitor recruitment pipelines and vacancy stages • Create and publish engaging job advertisements • Update and refresh active job ads • Monitor application workflows and prepare weekly advertising reports • Maintain a clear active job advertisement register • Monitor inboxes and respond to candidate enquiries • Schedule and confirm interviews and meetings • Maintain recruiter calendars and task lists • Coordinate reference checks and manage candidate documentation • Track outstanding compliance requirements • Ensure confidential storage of sensitive information • Create and schedule social media content and simple Canva graphics • Assist with newsletters, email campaigns, and updating website job listings • Research new clients and update CRM records

• Manage and update property records in Eagle • Coordinate routine, entry, and exit inspections • Schedule and liaise maintenance jobs with trades and contractors • Follow up on outstanding maintenance requests • Communicate with tenants, landlords, and contractors via phone and email • Assist with lease renewals and tenancy documentation • Process maintenance invoices and ensure accurate record updates • Monitor property compliance and support key management • Prepare property management documentation and correspondence • Maintain accurate notes and records in the CRM • Manage shared inboxes and calendars • Support the Property Manager with daily administrative tasks • Prepare listing documentation and sales contracts • Upload and maintain property listings • Prepare appraisal and listing presentation documents • Coordinate photography, floor plans, and marketing materials • Schedule appraisals, inspections, and settlement appointments • Manage buyer and vendor databases • Follow up with buyer enquiries and leads • Professionally answer and direct phone calls • Conduct outbound follow-up calls to clients and prospects • Prepare letters, forms, and sales documentation • Update CRM records and ensure accurate client information • Support agents with day-to-day administrative duties

• Perform daily trust account reconciliations • Process rental receipts, owner disbursements, creditor payments, and sales deposit transactions • Manage bond payments, refunds, and trust account adjustments • Review and reconcile trust ledgers, investigating and resolving discrepancies • Prepare month-end trust accounting reports • Assist with NSW trust account audit preparation • Maintain compliance with NSW Fair Trading trust accounting requirements • Process supplier invoices and payment requests • Prepare payment batches for approval • Monitor outstanding accounts and follow up on overdue invoices • Maintain accurate supplier and creditor records • Respond to account inquiries from landlords, tenants, and suppliers • Perform bank and credit card reconciliations • Maintain accurate bookkeeping records using Xero • Raise invoices and allocate incoming payments • Assist with payroll, superannuation, employee reimbursements, BAS, and IAS preparation • Support month-end reporting and financial reconciliations • Organize and maintain digital financial records and supporting documentation • Prepare weekly and monthly financial reports • Monitor arrears, cash flow, creditor payments, and outstanding invoices • Ensure all transactions are properly documented and approved • Support internal and external audits • Identify discrepancies, financial risks, and recommend process improvements • Maintain strict confidentiality when handling all financial information

• Manage property listings from initial setup to successful post-closing • Coordinate listing documentation, MLS uploads, and ongoing listing updates • Prepare contracts, disclosures, and essential transaction documents • Support buyers, sellers, agents, lenders, title companies, and attorneys throughout transactions • Track and monitor transaction timelines to meet all deadlines • Maintain accurate and up-to-date records across multiple CRM systems • Oversee client databases and pipeline reporting • Organize appointments, inspections, appraisals, and closings • Prepare Comparative Market Analysis (CMA) support documents as needed • Handle email and calendar management for agents and leadership • Ensure compliance with all brokerage and state documentation requirements • Generate reports and provide operational assistance to company leadership • Identify and implement improvements to administrative processes and workflow efficiency

• Conduct outbound LinkedIn outreach to mortgage brokers and referral partners. • Build and nurture strong, long-term referral partnerships. • Schedule appointments and meetings for the business owner. • Proactively follow up with leads and maintain an active sales pipeline. • Plan, schedule, and publish content across multiple social media platforms. • Repurpose Canva templates for various content needs. • Write attention-grabbing captions and marketing copy. • Monitor comments, messages, and audience engagement. • Ensure brand consistency across all digital channels. • Write engaging social media posts, blog articles, email newsletters, and marketing emails. • Contribute to content planning and ongoing marketing campaigns. • Send welcome emails and communications to new clients. • Collect client identification and required onboarding documentation. • Manage onboarding workflows and maintain ongoing client communications. • Coordinate follow-ups to deliver a seamless client experience. • Oversee general business administration tasks. • Manage CRM and client databases. • Coordinate client gifts and execute online research. • Provide executive and administrative assistance as needed.