Job Title

Job Description Summary

Job Description

• Manages broker office: handles mail and incoming calls, coordinates broker calendars, organizes client/visitor meetings and assists in preparing brokers for meetings
• Prepares marketing materials including Offering Memorandums, Request for Proposals and Marketing Packages using desktop publishing software
• Manage outside vendors for printing and graphics when not produced in-house
• Keeps clients, broker team members and administrative staff up to date on status of deliverables, deadlines and upcoming meetings
• Coordinates broker calendar with clients and project teams as well as takes the appropriate actions to keep projects on schedule
• Maintains and updates the branch database and branch library of Offering Memorandum and Proposals
• Produces and maintains Project Control Books, if applicable
• Produces and maintains tables of comparable sales by category, size and geographic location
• Works with Branch Public Relations vendor with regard to press releases
• Tracks all agreements and deals to provide Branch Commission Accountant with current information with regard to accounts payable and pending items on deals outstanding
• Orders and maintains current supply inventory (supplies, stationery, covers, etc.)
• Reviews calculations on RTDs for accuracy; ensures that cost recoveries occur (OTT, Financial Consulting Dept. recoveries) before submission to Branch Commission Accountant
• Recommends improvements to current policies and procedures and training systems; shares ideas in staff meetings for best practices related to processes, organization, software tips/techniques, etc.
• Performs all general administrative duties as needed