Daniel De Millais

• Coordinated various aspects of real estate transactions such as inspections, appraisals, and financing arrangements, minimizing delays and challenges for clients.
• Built lasting relationships with clients through excellent communication, personalized service, and dedication to their needs.
• Developed strong knowledge of local market conditions, allowing for accurate pricing strategies and targeted marketing efforts.
• Enhanced client satisfaction with diligent follow-up after closing, ensuring a positive experience overall.

Sales and Purchasing of Art and Antiques for Private Clients.

• Compared recently sold area properties to determine competitive market prices.
• Confirmed compliance with federal and state laws to enforce regulations and monitor sales.
• Interviewed clients and generated lists of potential properties meeting specific requirements from available listings.
• Educated clients by delivering explanations of short sales processes, mortgage loan processing, and foreclosures.

• Followed up on delinquent tenants and coordinated collection procedures.
• Coordinated move-ins and move-outs, ensuring smooth transitions for both tenants and property management team.
• Handled tenant complaints promptly and appropriately, calling in repairmen, and other support services.
• Completed final move-out walk-throughs with tenants to identify required repairs.

• Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
• Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
• Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
• Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.

• Reduced attorney workload by drafting routine legal documents such as pleadings, motions, and affidavits.
• Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations.
• Enhanced case efficiency by organizing and maintaining legal documents, files, and correspondence.
• Assisted counsel in preparing answers, providing documentation, and information for discovery request.

Performed Financial Services for High Net Worth Individuals.

Buying, Selling and Consulting in Stocks and Bonds.

• Solved problems timely and effectively, ensuring customer satisfaction.
• Managed day-to-day department operations with effective workflow coordination.
• Assisted operations manager with planning of routine operations and special projects.
• Supported daily operations by organizing office spaces for maximum functionality and ease of use.