Brokerage Specialist

Job Title

Brokerage Specialist

Job Description Summary

Job Description

Job Title: Brokerage Specialist

Job Description Summary

The Brokerage Specialist will report to the Operations Manager and will serve as the support for the fee-earner and/or team. This position is responsible for support and management of client service activities such as pitch and proposals, transaction support, and fee-earner administrative support. The Brokerage 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.

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITES

• Coordinate implementation of property marketing strategies

• Manage Client and Prospects Database

• Manage marketing collateral content creation process with regards to timeline and production cycle to meet deadlines

• Coordinate with other C&W service departments based on the needs of the fee-earner

• Support timeliness of client and prospect deliverables – research, flyers, activity reports

• Provide sales and deal support – update VTS reporting, create target prospect lists, manage prospect distribution of flyers and virtual tours

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

• Create and edit the content of marketing materials and presentations to include flyers, corporate leasing proposals, case studies, qualifications booklets, email blasts, invitations, and website content using Adobe InDesign

• Create and handle copywriting of brochures, flyers, and floor plans for exclusive building listings

• Conduct or assist in conducting property tours and related tour surveys and books.

• Create or assist with production and design marketing and collateral deliverables (eg. proposals, property flyers, brochures, marketing eblasts, event invitations, tour books, floor plan edits, updating stacking plans)

• 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

• Maintain local web pages for client websites and/or property websites

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 Operations manager 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

• Plan and support client and local Cushman & Wakefield events (e.g. State of Real Estate, charitable events, etc.)

• Prepare monthly reports for clients including current status of deals, marketing efforts for available properties, companies currently targeting, etc.

• Maintain local web pages for corporate website and/or property websites

• Prepare expense reports

• 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 pricing

• 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 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 Revenue Accountant for review and approval

• Package deal sheet with deal documentation and submit to Revenue Accounting for processing

• Close Deal in CRM as required

Maintain Databases

• Manage 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, communicating all additions, deletions, and updates to Research

• Coordinate with fee-earner for the collection of necessary information

• Work with Research team to manage third party databases on behalf of fee-earner

• 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

Conduct Other Administrative Duties as Necessary

Background and Experience

Demonstrated Experience Should Include:

• Bachelor’s Degree (Business, Marketing, Communications, Finance, Engineering, or Architecture as plus)

• 3+ years’ experience in a professional organization or equivalent educational experience

• Administrative experience for executive level professional for more senior positions preferred

• Advanced knowledge of Microsoft Office

• Advanced knowledge of InDesign and Salesforce a plus

• 1-3 years real estate industry experience

• Obtain a CA real estate agents license within 90 days of hire

Competencies

• Excellent written and oral communication skills

• Ability to multitask

• Ability to take direction from multiple sources

• Excellent project management skills

• Excellent attention to detail

• Demonstrated aptitude to solve problems and navigate through obstacles

• Strong organizational, time management, proof reading and multi-tasking skills

• Customer service attitude with the ability to deal with strong personalities

• Confidence in the ability to create/prepare content for proposals through conducting research, preparing surveys, comparative analysis, lease documents etc.

Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.

The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications.

The company will not pay less than minimum wage for this role.

The compensation for the position is: $ 85,000.00 - $100,000.00

Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.

In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at View phone number on click.appcast.io or email View email address on click.appcast.io . Please refer to the job title and job location when you contact us.

INCO: “Cushman & Wakefield”