Brokerage Specialist

Job Title

Brokerage Specialist

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.

The Broker Specialist will report to the Director of Operations or Office Manager and will serve asdedicatedbroker support to a single fee-earner and/or team. This licensed position is responsible for support and management ofclient service activities, providing superiormarketing,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 ofcommunicationsto the fee-earner themselves.

• Provide business development and targeted sales/marketing support
• Manage client database
• Manage deal pipeline
• Managecontent creationprocess with regards to timeline and production cycle
• Coordinate with other departments based on the needs of the fee-earner

• Manage coordination with Marketing,Research, and Financial Analyston 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 basicdata 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

• Abstract leases and draft proposals with direction from supervising C&Wreal estate professional
• Compile information to be used in periodiclandlordleasing activity reports
• Organizetransaction documents, including confidentiality agreements, leases, contracts, listings, closing documents, etc.
• Handle client contactlists, including database management
• Execute property tourlogisticsfor showing, including coordination with fee-earner and/or licensed professional,schedulingmeeting 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 requiresmarketingassistance or Service Delivery Coordinator assistance

• UpdateCRM systemon behalf of fee-earner
• Research potential conflict of new pursuits
• Coordinate with fee-earner on the timely delivery of necessary information forCRMmaintenance
• Enternew leadsand opportunities into theCRM systemand update accordingly
• Provide Deal numbers as needed for the proper recording of pursuit and deal related expenses
• ReviewCRMwith fee-earner to ensure the accuracy of the information
• Communicate currentCRMpipeline with Director of Operations and Managing Principal and assist inschedulingof meeting with fee-earner when necessary

• 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

• 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…