Brokerage Specialist
Cushman & Wakefield, San Diego, CA, United States
Brokerage Specialist
The Brokerage Specialist will report to the Operations Manager and will serve as the support for a fee-earner and/or team. This position is responsible for support of client service activities, such as marketing campaigns, transaction support, press releases, 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. In this capacity, the Brokerage Specialist will be viewed as a direct line of communication to the fee-earner themselves. Key Responsibilities
Marketing Material Coordination Coordinate with Marketing, Research, etc. on behalf of fee-earner for the creation of pitch/proposal as needed. This includes obtaining and delivering necessary information for content creation for marketing deliverables (graphic design, mapping, etc.) Attend weekly strategy sessions with fee-earner and other departments as necessary Schedule meetings with fee-earner and other departments for review and feedback Schedule meetings with prospects/clients and arrange any other accommodations that may be required, such as catering, transportation, and space reservations Coordinate with Marketing with respect to production of marketing materials when outside vendor is required for printing Perform basic data gathering, such as property searches and site selections Populate template market documents, such as tour books, property flyers, and brochures Schedule follow up meetings as necessary Other Service Delivery Compile information to be used in periodic client activity reports Handle client contact lists, including database management Assess activity of third-party vendors and report to team for correction and advise fee-earner Execute property tour logistics for showing, including coordination with fee-earner and/or licensed professional, scheduling meetings, and arranging any other accommodations that may be required (e.g., delivering food, reserving space) Develop and mail/email general flyers or collateral on behalf of fee-earner Schedule marketing events as well as photographs and aerials with third party vendors 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 Coordinate Events and Conferences Notify fee-earner of internal and external events and conferences Register fee-earner for desired 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 Process all reimbursement requests of fee-earner Prepare deal related documents internal for C&W as well as Case Study, Press Release and Just Sold communication 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 Director of Operations for review and approval Package Deal Sheet with deal documentation and submit to Revenue Accountant for processing Close Deal in CRM as required 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. This job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice. 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: $59,500.00 - $70,000.00. 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 1-888-365-5406 or email Accommodations@cushwake.com. Please refer to the job title and job location when you contact us.
The Brokerage Specialist will report to the Operations Manager and will serve as the support for a fee-earner and/or team. This position is responsible for support of client service activities, such as marketing campaigns, transaction support, press releases, 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. In this capacity, the Brokerage Specialist will be viewed as a direct line of communication to the fee-earner themselves. Key Responsibilities
Marketing Material Coordination Coordinate with Marketing, Research, etc. on behalf of fee-earner for the creation of pitch/proposal as needed. This includes obtaining and delivering necessary information for content creation for marketing deliverables (graphic design, mapping, etc.) Attend weekly strategy sessions with fee-earner and other departments as necessary Schedule meetings with fee-earner and other departments for review and feedback Schedule meetings with prospects/clients and arrange any other accommodations that may be required, such as catering, transportation, and space reservations Coordinate with Marketing with respect to production of marketing materials when outside vendor is required for printing Perform basic data gathering, such as property searches and site selections Populate template market documents, such as tour books, property flyers, and brochures Schedule follow up meetings as necessary Other Service Delivery Compile information to be used in periodic client activity reports Handle client contact lists, including database management Assess activity of third-party vendors and report to team for correction and advise fee-earner Execute property tour logistics for showing, including coordination with fee-earner and/or licensed professional, scheduling meetings, and arranging any other accommodations that may be required (e.g., delivering food, reserving space) Develop and mail/email general flyers or collateral on behalf of fee-earner Schedule marketing events as well as photographs and aerials with third party vendors 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 Coordinate Events and Conferences Notify fee-earner of internal and external events and conferences Register fee-earner for desired 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 Process all reimbursement requests of fee-earner Prepare deal related documents internal for C&W as well as Case Study, Press Release and Just Sold communication 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 Director of Operations for review and approval Package Deal Sheet with deal documentation and submit to Revenue Accountant for processing Close Deal in CRM as required 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. This job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice. 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: $59,500.00 - $70,000.00. 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 1-888-365-5406 or email Accommodations@cushwake.com. Please refer to the job title and job location when you contact us.