Property Assistant Numerical & Material Recording Clerks
SaveWhat Does a Property Assistant Do?
Property assistants perform several duties including administrative tasks in the real estate sector. They provide clients with financial information about properties and advise them, they schedule appointments and organise property viewings, they prepare contracts and assist in property valuation.
Resource recommendations may include affiliate links. Learn more
Where Do I Start?
Customer Service
Processes and principles related to the customer, client, service user and to personal services; these may include procedures to evaluate customer's or service user's satisfaction.
Sign up to trackReady to go deeper? Pick up to 3 skills to focus on from the list below.
These are common skills for this role. Real-world experience matters more than ticking every box — use this as a guide, not a checklist.
Skills You Need to Become a Property Assistant
Essential Skills
Essential Skills
-
EssentialCustomer Service knowledge
Processes and principles related to the customer, client, service user and to personal services; these may include procedures to evaluate customer's or service user's satisfaction.
No book recommendations available yet.
-
EssentialElectronic Communication knowledge
Data communication performed through digital means such as computers, telephone or e-mail.
No book recommendations available yet.
-
EssentialOffice Software knowledge
The characteristics and functioning of software programs for office tasks such as word processing, spreadsheets, presentation, email and database.
Recommended Books
3 books -
EssentialReal Estate Market knowledge
The trends concerning the buying, selling, or renting of property, including the land, buildings, and natural resources encompassed within the property; the categories of residential properties and properties for business …
No book recommendations available yet.
-
EssentialCollect Property Financial Information skill
Collect information concerning the previous transactions involving the property, such as the prices at which the property had been previously sold and the costs that went into renovations and repairs, …
Course recommendations coming soon.
-
EssentialCommunicate By Telephone skill
Liaise via telephone by making and answering calls in a timely, professional and polite manner.
Course recommendations coming soon.
-
EssentialCommunicate With Customers skill
Respond to and communicate with customers in the most efficient and appropriate manner to enable them to access the desired products or services, or any other help they may require.
Course recommendations coming soon.
-
EssentialFix Meetings skill
Fix and schedule professional appointments or meetings for clients or superiors.
Course recommendations coming soon.
-
EssentialHandle Financial Transactions skill
Administer currencies, financial exchange activities, deposits as well as company and voucher payments. Prepare and manage guest accounts and take payments by cash, credit card and debit card.
Course recommendations coming soon.
-
EssentialIdentify Customer's Needs skill
Use appropriate questions and active listening in order to identify customer expectations, desires and requirements according to product and services.
Course recommendations coming soon.
-
EssentialMaintain Records Of Financial Transactions skill
Collate all the financial transactions done in the daily operations of a business and record them in their respective accounts.
Course recommendations coming soon.
-
EssentialObtain Financial Information skill
Gather information on securities, market conditions, governmental regulations and the financial situation, goals and needs of clients or companies.
Course recommendations coming soon.
-
EssentialOrganise Business Documents skill
Put together documents coming from the photocopier, the mail, or the daily operations of businesses.
Course recommendations coming soon.
-
EssentialPerform Office Routine Activities skill
Program, prepare, and perform activities required to be performed everyday in offices such as mailing, receiving supplies, updating managers and employees, and keeping operations running smoothly.
Course recommendations coming soon.
-
EssentialProcess Commissioned Instructions skill
Process instructions, usually oral ones, provided by managers and directives on actions required to be made. Take note, inquire, and take action on the commissioned requests.
Course recommendations coming soon.
-
EssentialProvide Information On Properties skill
Provide information on the positive and negative aspects of a property and the practicalities concerning any financial transactions or insurance procedures; such as location, composition of the property, renovation or …
Course recommendations coming soon.
-
EssentialUse Office Systems skill
Make appropriate and timely use of office systems used in business facilities depending on the aim, whether for the collection of messages, client information storage, or agenda scheduling. It includes …
Course recommendations coming soon.
-
EssentialInform On Renting Agreements skill
Inform landlords or tenants of a property on the duties and rights of the landlord and tenant, such as the landlord's responsibility for the upkeep of the property and the …
Course recommendations coming soon.
-
EssentialPrepare Inventory Of Properties skill
List all the items present in a property building which is leased or rented, in order to have a contractual agreement between the owner and the tenant.
Course recommendations coming soon.
Optional Skills (5 of 27 displayed)
-
OptionalAdvertising Techniques knowledge
The communication strategies intended to persuade or encourage an audience, and the different media which are used to achieve this goal.
Recommended Books
1 book -
OptionalMarketing Principles knowledge
The principles of managing the relationship between consumers and products or services for the purpose of increasing sales and improving advertising techniques.
Recommended Books
1 book -
OptionalAccounting Techniques knowledge
The techniques of recording and summarising business and financial transactions and analysing, verifying, and reporting the results.
Recommended Books
1 book -
OptionalConcurrent Estate knowledge
The concept in property law which stipulates the rights and duties of two parties co-owning a property, and the various ways in which co-tenancy is possible.
No book recommendations available yet.
-
OptionalProperty Law knowledge
The law and legislation that regulates all the different ways to handle property, such as the types of property, how to handle property disputes and property contract rules.
No book recommendations available yet.
-
OptionalAdvise On Investment skill
Assess the customer's economic goals and advise on the possible financial investments or capital investments to promote wealth creation or safeguarding.
Course recommendations coming soon.
-
OptionalAdvise On Property Value skill
Provide advise to those that own a property, professionals in real estate, or prospective clients in real estate on the current monetary value of a property, the potential of development …
Course recommendations coming soon.
-
OptionalAttend Trade Fairs skill
Attend exhibitions organised to enable companies in a specific sector to demonstrate their latest products and services, study the activities of their competitors, and observe recent market trends.
Course recommendations coming soon.
-
OptionalCompare Property Values skill
Obtain information on the value of properties comparable to a property which is in need of valuation in order to make more accurate appraisals and assessments, or to set or …
Course recommendations coming soon.
-
OptionalCreate A Financial Plan skill
Develop a financial plan according to financial and client regulations, including an investor profile, financial advice, and negotiation and transaction plans.
Course recommendations coming soon.
-
OptionalEstimate Profitability skill
Take various factors into account to calculate the cost and potential revenues or savings gained from a product in order to evaluate the profit that could be generated by the …
Course recommendations coming soon.
-
OptionalExamine The Conditions Of Buildings skill
Monitor and assess the conditions of buildings in order to detect faults, structural problems, and damages. Assess general building cleanliness for grounds maintenance and real estate purposes.
Course recommendations coming soon.
-
OptionalLiaise With Local Authorities skill
Maintain the liaison and exchange of information with regional or local authorities.
Course recommendations coming soon.
-
OptionalOrganise A Damage Assessment skill
Organise a damage assessment by indicating an expert to identify and examine the damage, give information and instructions to experts and follow up on the experts, and write a damage …
Course recommendations coming soon.
-
OptionalPerform Property Market Research skill
Research properties in order to assess their usefulness for real estate activities, using various methods such as media research and visitation of properties, and identify the potential profitability in the …
Course recommendations coming soon.
-
OptionalPrepare Financial Statements skill
Collect, entry, and prepare the set of financial records disclosing the financial position of a company at the end of a certain period or accounting year. The financial statements consisting …
Course recommendations coming soon.
-
OptionalProspect New Customers skill
Initiate activities in order to attract new and interesting customers. Ask for recommendations and references, find places where potential customers can be located.
Course recommendations coming soon.
-
OptionalTrace Financial Transactions skill
Observe, track and analyse financial transactions made in companies or in banks. Determine the validity of the transaction and check for suspicious or high-risk transactions in order to avoid mismanagement.
Course recommendations coming soon.
-
OptionalValue Properties skill
Examine and evaluate land and buildings in order to make valuations about their price.
Course recommendations coming soon.
-
OptionalAssist In Loan Applications skill
Assist clients with filling out and managing their applications for loans by providing them with practical assistance, such as provision of relevant documentation and instruction on the process, and other …
Course recommendations coming soon.
-
OptionalHandle Tenant Changeover skill
Discuss administrative matters with the previous and future tenants and inspect the rented accomodation (rooms, apartments, houses) to make sure that the renovation and maintenance agreement has been respected.
Course recommendations coming soon.
-
OptionalLiaise With Property Owners skill
Establish good working relations with the owner, signal problems and renovation needs, and advise on the choice of tenants.
Course recommendations coming soon.
-
OptionalMaintain Inventory Of Office Supplies skill
Keep inventory of office supplies such as equipment and stationery items to avoid out of stock or misuse of the supplies.
Course recommendations coming soon.
-
OptionalNegotiate On Asset Value skill
Negotiate with asset owners or parties involved in handling the asset on the monetary value of the asset for selling, insurance, usage as collatoral, or other purposes, in order to …
Course recommendations coming soon.
-
OptionalOrganise Property Viewing skill
Organise events in which prospective buyers or tenants of a property can visit the property in order to assess whether it is suitable to their needs and to obtain information, …
Course recommendations coming soon.
-
OptionalPlan Buildings Maintenance Work skill
Schedule maintenance activities of property, systems and services to be deployed in public or private buildings, according to the priorities and needs of the client.
Course recommendations coming soon.
-
OptionalPrepare Sales Checks skill
Provide customers with official documents that prove their purchase and payment.
Course recommendations coming soon.