Operations and Sales Assistant
Operations and Sales Assistant
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Requirements
Operations & Sales Assistant
We are looking for a highly organized and processdriven Operations & Sales Assistant to support our growing team. This role is ideal for someone with experience in operations process optimization and systems creation who thrives in a fastpaced environment and is eager to improve efficiency across multiple departments. The ideal candidate will take of operational workflows streamline onboarding/offboarding processes and reporting and administrative functions to support our agents and leadership team.
What s Involved
Operational Process & Systems Management
Evaluate document and refine onboarding offboarding and agent support processes improve efficiency.
Create and implement standard operating procedures (SOPs) for key administrative and sales support functions.
Optimize use of technology tools such as Trello Followup Boss Broker Wolf DotLoop and CRM systems to enhance workflow automation.
Agent Support & Onboarding
Conduct individual training and orientation sessions for new agents.
Manage all aspects of agent onboarding (all branches) including paperwork TRREB and RECO applications/transfers and account setups (Google DotLoop CRM).
Initiate followup processes for managers and agents to ensure smooth transitions.
Oversee Broker Wolf deal processing setup for all new agents.
Agent Offboarding
Manage all administrative aspects of agent departures including paperwork processing and account closures.
Ensure a seamless transition by following structured offboarding procedures.
Administrative & Sales Support
Maintain a Weekly Agent Report tracking recruiting incoming and outgoing agents.
Manage the Distillery Training Calendar scheduling workshops and training sessions.
Facilitate lead transfers for call sessions across all branches.
Oversee and respond to group inboxes (e.g. ).
Generate and distribute sales reports to the Senior Leadership Team (SLT) as needed.
Provide sales data to the Marketing team upon request.
Event & Meeting Coordination
Track and coordinate annual agent awards.
Order food for meetings workshops and training sessions.
Schedule and manage meeting bookings for SLT.
Support event planning initiatives for companywide activities.
Talent Specs
3 years of experience in operations process management or systems creation preferably in real estate professional services or a related field.
Strong ability to create refine and implement efficient workflows.
Experience using Trello Followup Boss Broker Wolf DotLoop Google Suite and CRM systems (or similar platforms).
Exceptional organizational analytical and problemsolving skills.
Proven ability to manage multiple priorities work independently and take initiative.
Strong communication and interpersonal skills to support agents and leadership teams.
A proactive solutionoriented mindset with a focus on process improvement.
Operations & Sales Assistant We are looking for a highly organized and process-driven Operations & Sales Assistant to support our growing team. This role is ideal for someone with experience in operations, process optimization, and systems creation, who thrives in a fast-paced environment and is eager to improve efficiency across multiple departments. The ideal candidate will take of operational workflows, streamline onboarding/offboarding processes, and reporting and administrative functions to support our agents and leadership team. What s Involved Operational Process & Systems Management Evaluate, document, and refine onboarding, offboarding, and agent support processes improve efficiency. Create and implement standard operating procedures (SOPs) for key administrative and sales support functions. Optimize use of technology tools such as Trello, Follow-up Boss, Broker Wolf, DotLoop, and CRM systems to enhance workflow automation. Agent Support & Onboarding Conduct individual training and orientation sessions for new agents. Manage all aspects of agent onboarding (all branches), including paperwork, TRREB and RECO applications/transfers, and account setups (Google, DotLoop, CRM). Initiate follow-up processes for managers and agents to ensure smooth transitions. Oversee Broker Wolf deal processing setup for all new agents. Agent Offboarding Manage all administrative aspects of agent departures, including paperwork processing and account closures. Ensure a seamless transition by following structured offboarding procedures. Administrative & Sales Support Maintain a Weekly Agent Report tracking recruiting, incoming, and outgoing agents. Manage the Distillery Training Calendar, scheduling workshops and training sessions. Facilitate lead transfers for call sessions across all branches. Oversee and respond to group inboxes (e.g., , ). Generate and distribute sales reports to the Senior Leadership Team (SLT) as needed. Provide sales data to the Marketing team upon request. Event & Meeting Coordination Track and coordinate annual agent awards. Order food for meetings, workshops, and training sessions. Schedule and manage meeting bookings for SLT. Support event planning initiatives for company-wide activities. Talent Specs 3+ years of experience in operations, process management, or systems creation, preferably in real estate, professional services, or a related field. Strong ability to create, refine, and implement efficient workflows. Experience using Trello, Follow-up Boss, Broker Wolf, DotLoop, Google Suite, and CRM systems (or similar platforms). Exceptional organizational, analytical, and problem-solving skills. Proven ability to manage multiple priorities, work independently, and take initiative. Strong communication and interpersonal skills to support agents and leadership teams. A proactive, solution-oriented mindset with a focus on process improvement.
Employment Type
Full Time
