Job Title
Brokerage Specialist
Job Description Summary
The Broker Specialist will report to the Director of Operations or Office Manager and will serve as dedicated broker support to a single fee-earner and/or team. This licensed position is responsible for support and management of client service activities, providing superior marketing, research and administrative support critical to the overall success of the broker(s). The Broker Specialist 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 Brokerage Specialist will be viewed as a direct line of communications to the fee-earner themselves.
Job Description
ESSENTIAL DUTIES AND RESPONSIBILITIES
Provide business development and targeted sales/marketing support
Manage client database
Manage deal pipeline
Manage content creation process with regards to timeline and production cycle
Coordinate with other departments based on the needs of the fee-earner
KEY RESPONSIBILITIES
Pitch and Proposal Coordination
Manage coordination with Marketing, Research, and Financial Analyst on behalf of fee-earner for the creation of pitch/proposal and deliver content as necessary
Maintain calendar of due dates and follow up as necessary
Attend strategy session with fee-earner and other departments as needed
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 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
Abstract leases and draft proposals with direction from supervising C&W real estate professional
Compile information to be used in periodic landlord leasing activity reports
Organize transaction documents, including confidentiality agreements, leases, contracts, listings, closing documents, etc.
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)
Work with fee-earner and Marketing to determine if material request requires marketing assistance or Service Delivery Coordinator assistance
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
Communicate current CRM pipeline with Director of Operations and Managing Principal and assist in scheduling of meeting with fee-earner when necessary
Client Interaction
Schedule meetings with Client on behalf of fee-earner and coordinate any other arrangements as needed
Attend client meetings and produce meeting minutes as requested
Follow Up with Client on the delivery of necessary information and to provide progress updates
Coordinate Events and Conferences
Notify fee-earner of internal and external events and conferences
Register fee-earner for desired events
Coordinate payment and coding of event price
Assist in planning, scheduling, and promoting of fee-earner hosted events
Coordinate travel and other logistics for fee-earner as necessary
Deal Documentation and Revenue Accounting
Follow up with all parties…