Brokerage Specialist

Cushman & Wakefield•San Diego, CA
•$70,304 - $75,000

About The Position

The Brokerage Specialist provides sales, marketing, transaction, and administrative support to fee-earners. The role manages databases and CRM records, supports the content creation process and delivery timelines, and coordinates with internal departments and external vendors according to the needs of fee-earners. It also includes greeting clients and answering incoming calls as needed. The specialist coordinates pitch and proposal development with Marketing, Research, and Financial Analysts; arranges meetings with clients and internal teams; gathers property information; prepares and populates market documents; and supports property tours, marketing events, and conferences. The role maintains client contacts, CRM records, and listing databases, responds to data requests, and coordinates the timely collection of information for internal and third-party listings. The position also supports deal documentation and revenue accounting by following up on executed documents, processing reimbursement requests, preparing deal materials, coordinating legal review when needed, creating deal sheets, and submitting documentation for processing. The stated compensation range is $70,304 to $75,000. Eligible employees may enroll in benefit programs, generally including health, vision, and dental insurance, flexible spending and health savings accounts, retirement savings plans, life and disability insurance, and paid and unpaid time away from work.

Responsibilities

  • Coordinate pitch and proposal creation with Marketing, Research, and Financial Analysts, including gathering and delivering information for marketing content.
  • Attend strategy sessions and schedule meetings with fee-earners, internal departments, prospects, and clients.
  • Arrange meeting accommodations, including catering, transportation, and space reservations.
  • Coordinate production of marketing materials with the Senior Broker Coordinator, Marketing, and outside printing vendors.
  • Answer incoming calls and greet clients.
  • Gather basic information, including property searches and site selections.
  • Populate template market documents, including tour books, property flyers, and brochures.
  • Schedule follow-up meetings.
  • Compile information for periodic client activity reports and manage client contact lists and databases.
  • Assess third-party vendor activity, report issues to the team, and advise fee-earners.
  • Coordinate property tour logistics, including scheduling and arranging accommodations.
  • Develop and mail or email general flyers and other collateral on behalf of fee-earners.
  • Schedule marketing events, photography, and aerial photography with third-party vendors.
  • Maintain and update CRM records, enter new leads and opportunities, and coordinate timely information collection with fee-earners.
  • Provide deal numbers for recording pursuit- and deal-related expenses and review CRM information with fee-earners for accuracy.
  • Coordinate events, conferences, travel, and other logistics for fee-earners.
  • Follow up with parties on execution of deal-related documents and process fee-earner reimbursement requests.
  • Prepare internal deal documents, case studies, press releases, and Just Sold communications for fee-earner review, approval, and delivery.
  • Coordinate with Legal for review and approval when template documents are insufficient.
  • Create deal sheets for review and approval, package them with deal documentation, and submit them to the Revenue Accountant for processing.
  • Close deals in CRM as required.
  • Populate and maintain the Internal Listing Database, including adding, updating, and removing listings and maintaining listing information.
  • Coordinate with fee-earners to collect information for listing databases and third-party sites, and recommend database edits or changes based on outcomes.
  • Respond to data requests by coordinating with Marketing, Research, and Financial Analysts, maintaining due-date calendars, and handling requests within the stated threshold.

Benefits

  • Health insurance
  • Vision insurance
  • Dental insurance
  • Flexible spending accounts
  • Health savings accounts
  • Retirement savings plans
  • Life insurance
  • Disability insurance
  • Paid and unpaid time away from work
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