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Real Estate Agency

Administrative Assistant Real Estate

Performance Review Example

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Real Estate Agency

Administrative Assistant Real Estate

Job Description:
Provides administrative support to real estate agents and brokers, assisting with office tasks, client communications, and document management.
Performance Areas:
Client Communication and Assistance
  1. How effectively does the employee assist clients and manage client communications?
  2. Does the employee respond to client inquiries and requests in a professional and timely manner?
  3. Does the employee provide clients with relevant information and assistance throughout the real estate process?
Document Management and Organization
  1. How well does the employee manage real estate documents and paperwork?
  2. Does the employee maintain organized and accurate client files, contracts, and transaction documentation?
  3. Does the employee ensure that all documents comply with legal and regulatory requirements?
Appointment Scheduling and Coordination
  1. How does the employee handle appointment scheduling and coordination for real estate professionals?
  2. Does the employee schedule property showings, client meetings, and other appointments efficiently?
  3. Does the employee coordinate schedules and ensure that appointments run smoothly?
Data Entry and Recordkeeping
  1. How effectively does the employee handle data entry and recordkeeping tasks?
  2. Does the employee input property details, client information, and transaction data accurately into databases or software systems?
  3. Does the employee maintain up-to-date records and databases for real estate activities?
Office Management and Support
  1. How does the employee manage office tasks and provide support to real estate professionals?
  2. Does the employee assist with administrative tasks such as filing, photocopying, and office organization?
  3. Does the employee ensure that office supplies and equipment are well-maintained and stocked?
Client Follow-Up and Satisfaction
  1. How well does the employee follow up with clients and ensure their satisfaction with real estate services?
  2. Does the employee check in with clients after transactions to gather feedback and address any concerns?
  3. Does the employee contribute to positive client relationships and referrals?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.

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