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.
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.
Competences and skills
47 ESCO relationsEssential knowledge 4 competences
Occupation specific
0 competencesNo competences in this bucket.
Sector-specific
1 competenceCross-sector
3 competenceselectronic communication
Data communication performed through digital means such as computers, telephone or e-mail.
digital
office software
The characteristics and functioning of software programs for office tasks such as word processing, spreadsheets, presentation, email and database.
digital
real estate market
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 purposes which such properties are traded in.
Essential skills and competences 16 competences
Occupation specific
0 competencesNo competences in this bucket.
Sector-specific
3 competencescollect property financial information
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, in order to obtain a clear image of the property's value.
identify customer's needs
Use appropriate questions and active listening in order to identify customer expectations, desires and requirements according to product and services.
prepare inventory of properties
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.
Cross-sector
13 competencesadminister appointments
Accept, schedule and cancel appointments.
communicate by telephone
Liaise via telephone by making and answering calls in a timely, professional and polite manner.
communicate with customers
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.
fix meetings
Fix and schedule professional appointments or meetings for clients or superiors.
handle financial transactions
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.
inform on renting agreements
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 eviction rights in the event of a breach of contract, and the tenant's responsibility to pay rent in a timely manner and avoid negligence.
maintain records of financial transactions
Collate all the financial transactions done in the daily operations of a business and record them in their respective accounts.
obtain financial information
Gather information on securities, market conditions, governmental regulations and the financial situation, goals and needs of clients or companies.
organise business documents
Put together documents coming from the photocopier, the mail, or the daily operations of businesses.
perform office routine activities
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.
process commissioned instructions
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.
provide information on properties
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 repair needs, the cost of the property and the costs related to insurance.
use office systems
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 administration of systems such as customer relationship management, vendor management, storage, and voicemail systems.
Optional knowledge 5 competences
Occupation specific
0 competencesNo competences in this bucket.
Sector-specific
0 competencesNo competences in this bucket.
Cross-sector
5 competencesaccounting techniques
The techniques of recording and summarising business and financial transactions and analysing, verifying, and reporting the results.
advertising techniques
The communication strategies intended to persuade or encourage an audience, and the different media which are used to achieve this goal.
concurrent estate
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.
marketing principles
The principles of managing the relationship between consumers and products or services for the purpose of increasing sales and improving advertising techniques.
property law
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.
Optional skills and competences 22 competences
Occupation specific
0 competencesNo competences in this bucket.
Sector-specific
8 competencesadvise on investment
Assess the customer's economic goals and advise on the possible financial investments or capital investments to promote wealth creation or safeguarding.
handle tenant changeover
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.
liaise with property owners
Establish good working relations with the owner, signal problems and renovation needs, and advise on the choice of tenants.
negotiate on asset value
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 secure the most financially beneficial agreement for the client.
organise property viewing
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, and organise plans to liaise with the prospective customers in order to secure a contract.
perform property market research
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 development and trading of the property.
prepare sales checks
Provide customers with official documents that prove their purchase and payment.
prospect new customers
Initiate activities in order to attract new and interesting customers. Ask for recommendations and references, find places where potential customers can be located.
Cross-sector
14 competencesadvise on property value
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 in order to increase the value, and other relevant information concerning the value of the in the future developments of the real estate market.
assist in loan applications
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 advice such as any arguments they could bring forward to the lending organisation in order to secure the loan.
attend trade fairs
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.
compare property values
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 negotiate the price at which the property can be sold or leased.
create a financial plan
Develop a financial plan according to financial and client regulations, including an investor profile, financial advice, and negotiation and transaction plans.
estimate profitability
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 new acquisition or by a new project.
examine the conditions of buildings
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.
liaise with local authorities
Maintain the liaison and exchange of information with regional or local authorities.
maintain inventory of office supplies
Keep inventory of office supplies such as equipment and stationery items to avoid out of stock or misuse of the supplies.
organise a damage assessment
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 report.
plan buildings maintenance work
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.
prepare financial statements
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 of five parts which are the statement of financial position, the statement of comprehensive income, the statement of changes in equity (SOCE), the statement of cash flows and notes.
trace financial transactions
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.
value properties
Examine and evaluate land and buildings in order to make valuations about their price.