Summary: Tracy Boehme Realty Group is seeking an exceptionally organized and detail-oriented Prospective Client Assistant to manage the operational side of their prospective client pipeline for a high-performing residential real estate team. Highlights: 1. Manage the operational side of prospective client pipeline 2. Ensure timely and consistent attention to leads 3. Organizational hub behind lead management system About Tracy Boehme Realty Group and This Position Tracy Boehme Realty Group is a high-performing residential real estate team serving Greater Boston, Massachusetts. Now in our 31st year, we are affiliated with Keller Williams Realty and have earned numerous industry awards for excellence in client service and results. We are seeking an exceptionally organized, detail-oriented Prospective Client Assistant to manage the operational side of our prospective client pipeline. This role is responsible for maintaining complete and accurate records in our CRM, documenting every interaction with prospective clients, managing follow-up schedules and reminders, coordinating marketing campaigns and mailings, preparing research and materials for appointments, and ensuring that every lead receives timely, consistent attention. You will be the organizational hub behind our lead management system, ensuring that nothing falls through the cracks and that our lead agent is always prepared to provide exceptional service. PRIMARY TASKS Manage Contacts in CRM using a proprietary program of Keller Williams Realty called Command; Create a daily call list for CEO everyday for next day. All research and support needed by CEO in the Lead Follow Up and Lead Conversion Process SECONDARY TASKS Ongoing Market Research for markets where we work Implement Mailing Campaigns: Mail postcards to multiple groups on time per schedule; Keep mailing lists up-to-date; Keep mailing schedule up-to-date; Supervise graphic designer to be sure items to be mailed are correct, meet our standards and complete on time Referrals: Manage all details of Agent-to- Agent (A2A) and Sphere referrals; Manage execution of all referral paperwork; Complete all follow-up actions for referrals Buyer Support: Assist CEO with Buyer clients as needed Honoring Client Life Events: Send life event cards and gifts (birthdays, anniversaries, sympathy, etc.); Datamine to find dates + events Online Presence: Maintain company website and sites where we collect on line reviews up to date with accurate info Miscellaneous Admin Tasks, Time Permitting Compensation Between $600 and $700 per month to start based on experience. Raises overtime. Bonuses throughout the year. Benefits and Extra Perks Sick Days 5 paid sick days Unused sick days in any year are paid out at $50 per day in the first paycheck of the anniversary year. Paid Time Off (PTO) – these days are in addition to paid holidays First Year: 13 days Years 2–4: 22 days Year 5 and Beyond: 27 days Paid Company Holidays New Year’s Day Memorial Day July 4 – Independence Day Labor Day Thanksgiving Friday after Thanksgiving Christmas Day December 26, if a weekday Cash bonuses Ranging from $20 to one month’s salary, provided annually at Christmas-time and at other important milestones. Gifts Gifts on birthdays, Thanksgiving, Christmas, work anniversaries and at other times throughout the year. Examples include computer monitor, disposable camera, printer, turntable, microphone, soundbar, walking pad, noise cancelling headset, and larger professional investments such as ergonomic chair or standing desk. Training and Development (At TBRG Expense) Tony Robbins Time to Rise Summit (annually) Additional Tony Robbins growth workshops Advanced Excel training Executive Assistant training course Extensive AI training through Tony Robbins and his partnerships 11 modules 20+ hours of instruction Successful candidate must: Be smart, an excellent problem solver, very detail oriented, outstanding at keeping track of things and making sure that they get done and on time. (Many things). Be able to change focus quickly when priorities change. Be able to track where something is left off and get back to it so it is finished. Thrive in a fast-paced environment. Take initiative. Be able to work closely with someone who is fast moving. Love systems, making them and following them. Remain calm under pressure. Be assertive enough to follow through on things and insist they get done. Not let things slip through the cracks. Be responsive to things that need attention. Recognize what is important when it arises and attend to it right away, setting aside things that are not time sensitive until an appropriate time Want to learn and grow. Not only be open to feedback but desire feedback to improve. Value and contribute to our team culture. Love being a member of our team. If interested, please: Submit resume and cover letter as 2 separate PDFs and a Voice Memo to tbrgcandidates@gmail.com with your name in the Subject Line. In the Voice Memo, please tell us briefly what appeals to you about this position. Thank you.
Craigslist · HR
Craigslist · HR
