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Publisher's Summary

Club Wealth’s World Class Administrative Assistant book is meant for administrative assistants who want a guidebook specific to working with a real estate agent or team. We also encourage team leaders who want to improve their organization to share this book with their admins. Cowritten by powerhouse agent and Club Wealth coach Sarah Santa Ana, who developed the Club Wealth’s Admin Assistant Bootcamp, which is a impactful training for all assistants (general admins, transaction coordinators, marketing managers, listing and buyer agent admins) - and by Tara Hellickson, who is the rock-star office manager and client care specialist for the Club Wealth organization and has more than 20 years in working in the real estate industry, this hands-on guide is a must-have for real estate team leaders and their assistants. It has practical advice and dozens of readymade forms, detailed checklists, and tools including: 

  • Plans for setting goals and developing the perfect daily schedule
  • Telephone and email training, including answering techniques and words to avoid
  • Advice on establishing a world-class office procedures and policy manual, including job roles and descriptions 
  • Open house management 
  • Planning client events, team huddles, and staff meetings 
  • Onboarding and offboarding procedures and administrative training 
  • Managing your database 

The World Class Administrative Assistant book will identify the key roles of a real estate assistant, while breaking down the precise workflow of each when serving as a general admin, office manager, listing and buyer agent admin, transaction coordinator, marketing director, and bookkeeper. 

Listeners will discover how to organize everything from their workspace to meetings and events, and they’ll gain a better understanding of their organization style preferences for space and time. 

For the team leader or solo real estate agent, using admin assistants can help increase your production and free up time for sales, yet most real estate professionals lack the knowledge and experience to hire, train, and supervise a world-class admin assistant. Each chapter has a team leader insight section that advises what your assistant must know to keep your office running smoothly so you can focus on generating business, following up on leads, conducting appointments, writing offers, and negotiating contracts. 

Our Club Wealth motto: "No success in the world can compensate for failure in the home."

©2020 Michael Hellickson (P)2021 Michael Hellickson

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