Admin Coordinator - Travel & Quality Assurance

Key Responsibilities - Client Engagement & Qualification - Contact and confirm every client booked for the travel stage. - Assess and identify potential investors by understanding their financial profile, occupation, existing investments, and overall suitability. - Ensure the client meets the financial requirements for the investment trip, including the reservation fee and initial payment plan. - Determine the client’s investment aspirations and reasoning. - Verify that the client is the sole decision-maker or ensure that all relevant parties attend the investment trip. - Encourage clients to travel at the earliest possible date post-purchase. -