LogisticsISCO 4312
Property assistant
A property assistant is a person who carries out the administrative and support work of a real estate business: giving clients financial information about properties and advising them, arranging appointments and viewings, preparing contracts and helping with valuations. The role keeps a property business running rather than closing its deals.
Check yourself in a minute: property assistant
Rate 5 of the 19 essential skills of this occupation (European ESCO data). No account needed.
collect property financial information
organise business documents
process commissioned instructions
identify customer's needs
inform on renting agreements
About property assistant
Information is the first task. The assistant gathers financial information on a property and communicates property information to the people who ask for it. Clients are advised on the basis of that financial information, whether they are buying, selling or renting. The assistant also informs clients about lease agreements.
Organising the work is the second part. The assistant schedules meetings, arranges property viewings for interested clients, and processes the instructions passed down from the people the business works for.
Documents and records close the role. The assistant prepares contracts, assists with valuing properties, draws up the inventory of what a property contains, and works through electronic communication and the office systems that hold all of it. A property inventory can be the basis for settling up at the end of a tenancy, so it is compiled carefully.
European Skills Framework
Skills and knowledge areas required for this occupation based on European classification.
Essential (19)
customer servicecustomer serviceProcesses 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.real estate marketreal estate marketThe 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 pr...office softwareoffice softwareThe characteristics and functioning of software programs for office tasks such as word processing, spreadsheets, presentation, email and database.electronic communicationelectronic communicationData communication performed through digital means such as computers, telephone or e-mail.collect property financial informationcollect property financial informationCollect 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,...communicate with customerscommunicate with customersRespond 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.organise business documentsorganise business documentsPut together documents coming from the photocopier, the mail, or the daily operations of businesses.process commissioned instructionsprocess commissioned instructionsProcess 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.maintain records of financial transactionsmaintain records of financial transactionsCollate all the financial transactions done in the daily operations of a business and record them in their respective accounts.identify customer's needsidentify customer's needsUse appropriate questions and active listening in order to identify customer expectations, desires and requirements according to product and services.inform on renting agreementsinform on renting agreementsInform 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...obtain financial informationobtain financial informationGather information on securities, market conditions, governmental regulations and the financial situation, goals and needs of clients or companies.use office systemsuse office systemsMake 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 include...perform office routine activitiesperform office routine activitiesProgram, 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.prepare inventory of propertiesprepare inventory of propertiesList 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.provide information on propertiesprovide information on propertiesProvide 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 proper...fix meetingsfix meetingsFix and schedule professional appointments or meetings for clients or superiors.communicate by telephonecommunicate by telephoneLiaise via telephone by making and answering calls in a timely, professional and polite manner.handle financial transactionshandle financial transactionsAdminister 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.
Optional (27) — show
accounting techniquesaccounting techniquesThe techniques of recording and summarising business and financial transactions and analysing, verifying, and reporting the results.advertising techniquesadvertising techniquesThe communication strategies intended to persuade or encourage an audience, and the different media which are used to achieve this goal.property lawproperty lawThe 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.marketing principlesmarketing principlesThe principles of managing the relationship between consumers and products or services for the purpose of increasing sales and improving advertising techniques.concurrent estateconcurrent estateThe 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.trace financial transactionstrace financial transactionsObserve, 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 mismanag...prepare sales checksprepare sales checksProvide customers with official documents that prove their purchase and payment.liaise with local authoritiesliaise with local authoritiesMaintain the liaison and exchange of information with regional or local authorities.maintain inventory of office suppliesmaintain inventory of office suppliesKeep inventory of office supplies such as equipment and stationery items to avoid out of stock or misuse of the supplies.advise on property valueadvise on property valueProvide 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 i...assist in loan applicationsassist in loan applicationsAssist 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 o...attend trade fairsattend trade fairsAttend 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.estimate profitabilityestimate profitabilityTake 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 n...create a financial plancreate a financial planDevelop a financial plan according to financial and client regulations, including an investor profile, financial advice, and negotiation and transaction plans.advise on investmentadvise on investmentAssess the customer's economic goals and advise on the possible financial investments or capital investments to promote wealth creation or safeguarding.prepare financial statementsprepare financial statementsCollect, 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 p...prospect new customersprospect new customersInitiate activities in order to attract new and interesting customers. Ask for recommendations and references, find places where potential customers can be located.liaise with property ownersliaise with property ownersEstablish good working relations with the owner, signal problems and renovation needs, and advise on the choice of tenants.handle tenant changeoverhandle tenant changeoverDiscuss 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 ...examine the conditions of buildingsexamine the conditions of buildingsMonitor 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.value propertiesvalue propertiesExamine and evaluate land and buildings in order to make valuations about their price.negotiate on asset valuenegotiate on asset valueNegotiate 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 fin...compare property valuescompare property valuesObtain 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 whic...plan buildings maintenance workplan buildings maintenance workSchedule maintenance activities of property, systems and services to be deployed in public or private buildings, according to the priorities and needs of the client.perform property market researchperform property market researchResearch 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 ...organise property viewingorganise property viewingOrganise 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 li...organise a damage assessmentorganise a damage assessmentOrganise 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.
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Frequently asked questions
What does a property assistant do?
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.
What skills does a property assistant need?
A property assistant needs 19 essential skills, including customer service, real estate market, office software, electronic communication, collect property financial information.
Will AI replace property assistant jobs?
The AI disruption score for property assistant is 78/100 (very high risk). Skills most exposed to automation: electronic communication, fix meetings, prepare sales checks. Most resilient: office software, attend trade fairs, negotiate on asset value.
AI Replacement Risk
78/ 100
Very High Risk
Low riskHigh risk
Skills most at risk from AI
Skills resilient to automation
This is the average for the whole occupation. The AI Career Shield test (about 10 minutes) shows the risk in your own work and what you can do about it.
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