Job Title
Sr. Client CoordinatorJob Description Summary
Job Description
The Sr. Client Coordinator role will require the individual to have a real estate license and have worked 5+ years within the industry. The successful candidate will work directly with a fee-earner team on one of Canada's highest performing real estate teams. In this role, you will assist the team(s) by preparing written content, performing financial analysis, preparing client reports in accordance with the client requirements, as well as coordinating and preparing pitches/proposals, advertising and marketing with the team Administrative Assistant and sometimes other departments including research and marketing. The Sr. Client Coordinator will also assist the Administrative Assistant within the client/prospect relationship management (CRM) and communication by performing various related tasks related to pursuit, pipeline and finalizing deal management duties on a regular basis in accordance to firm reporting requirements. This role is subject to changing fee-earner, fee-earner team based on the business needs.
ESSENTIAL DUTIES AND RESPONSIBILITIES
The candidate will support financial analysis, content preparation, survey preparation, pitch and/or proposal coordination, CRM management, tour coordination, run point on certain transaction and lead listings. As well as, coordinate project deliverables and timelines, working directly with fee-earners, as needed. Oversee and execute client reporting requirements.
KEY RESPONSIBILITIES:
CLIENT INTERACTION
PROPERTY LEVEL FINANCIAL ANALYTICS
PITCH AND/OR PROPOSAL COORDINATION
SALES SUPPORT & COORDINATION
ASSIST CRM AND PIPELINE REPORTING
MAINTAIN DATABASES - Oversee Admin Assistant with Database maintenance.
INVOICE PROCESSING/PAYING AND MANAGING RECEIVABLES - Oversee Admin Assistant in this function
BACKGROUND AND EXPERIENCE