Brokerage Specialist Full Time

The Brokerage Coordinator will report to the Director of Operations or Office Manager and will serve as the support for a fee-earner and/or team. This position is responsible for support of client service activities such as pitches and proposals, transaction support, and fee-earner administrative support. The Broker Coordinator will interact with various departments within the organization on behalf of the fee-earner to ensure they are able to meet the needs of their clients. In this capacity, the Broker Coordinator will be viewed as a direct line of communication to the fee-earner themselves.

Essential Duties and Responsibilities

• Manage database
• Support content creation process with regards to timeline and production cycle
• Coordinate with other departments based on the needs of the fee-earner
• Support timeliness of deliverables
• Provide sales and deal support

Key responsibilities

Pitch and Proposal Coordination

• Coordinate with Marketing, Research, and Financial Analyst on behalf of fee-earner for the creation of pitch/proposal as needed
• Attend strategy session with fee-earner and other departments as needed
• Coordinate with Marketing on behalf of fee-earner and deliver necessary information for creation of content (graphic design, mapping, etc.)
• Schedule meetings with fee-earner and other departments for review and feedback
  Schedule meetings with prospect and arrange any other accommodations that may be required, such as catering, transportation, and space reservations
• Coordinate with Brokerage Specialist and/or Marketing on the production of pitch/proposal when outside vendor is required for printing
• Perform basic data gathering, such as property searches and site selections, on behalf of fee-earner as appropriate
• Populate template market documents, such as tour books, property flyers, and brochures
• Schedule follow up meetings as necessary to review content

Other Service Delivery

• Compile information to be used in periodic landlord leasing activity reports
  Handle client contact lists, including database management
• Execute property tour logistics for showing, including coordination with fee-earner and/or licensed professional, scheduling meeting with Prospect, and arranging any other accommodations that may be required (e.g., delivering food, reserving space)
• Coordinate the development of flyers, eBlasts or collateral on behalf of fee-earner with the Production Design Team.

Maintain CRM

• Update CRM system on behalf of fee-earner
• Research potential conflict of new pursuits
• Coordinate with fee-earner on the timely delivery of necessary information for CRM maintenance
• Enter new leads and opportunities into the CRM system and update accordingly
• Provide Deal numbers as needed for the proper recording of pursuit and deal related expenses
• Review CRM with fee-earner to ensure the accuracy of the information
• Coordinate Events and Conferences
• Notify fee-earner of internal and external events and conferences
  Register fee-earner for desired events
• Coordinate travel and other logistics for fee-earner as necessary

Deal Documentation and Revenue Accounting

• Follow up with all parties on the execution of deal related documents as required
  Prepare deal related documents and provide to fee-earner for review, approval, and delivery
• Coordinate with Legal for review and approval when template documents are insufficient
• Create deal sheet and provide to fee-earner and Director of Operations for review and approval
• Package Deal Sheet with deal documentation and submit to Revenue Accountant for processing
• Close Deal in CRM as required

Maintain Databases

• Support population of Internal Listing Database on behalf of fee-earner
  Inputting new listings into database and uploading all required information to include but not limited to property, availability, and rental rate information
• Updating existing listings in database
• Removing inactive listings in database
• Coordinate with fee-earner for the collection of necessary information
• Coordinate with fee-earner for the timely collection of necessary information to maintain third party sites

Respond to Data Requests

• Communicate requests with Marketing, Research, and Financial Analyst for the delivery of necessary information
• Maintain calendar of due dates and follow up as necessary
• Respond to requests under certain threshold, such as basic property or ownership searches

Background and Experience

Demonstrated experience should include:

• Bachelor’s Degree
• 2-4 years’ experience in a professional organization
• Proficiency in Microsoft Office applications
• Proficiency in Adobe Pro and Adobe Sign
• Proficiency in Adobe InDesign

Competencies

• Strong written and oral communication skills
  Ability to multitask
• Ability to take direction from multiple sources
• Good project management skills
• Excellent attention to detail
• Demonstrated aptitude to solve problems and navigate through obstacles

Source: Cushman Wakefield Career Page

Tagged as: Brokerage Firm