Real Estate Virtual Assistant VA (Investment Property and Finance)

This is a remote position.

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 Virtual 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 in people s lives
  

• Flexible and remote working environment
  

• Exposure to property finance and wealth-building strategies
  

• Opportunity to grow alongside a dynamic and fast-scaling company