Senior Client Coordinator

Cushman & Wakefield•Toronto, ON

61d

About The Position

The Sr. Client Coordinator role will require the individual to have a real estate license and have worked 5+ years within the industry. The successful candidate will work directly with a fee-earner team on one of Canada’s highest performing real estate teams. In this role, you will assist the team(s) by preparing written content, performing financial analysis, preparing client reports in accordance with the client requirements, as well as coordinating and preparing pitches/proposals, advertising and marketing with the team Administrative Assistant and sometimes other departments including research and marketing. The Sr. Client Coordinator will also assist the Administrative Assistant within the client/prospect relationship management (CRM) and communication by performing various related tasks related to pursuit, pipeline and finalizing deal management duties on a regular basis in accordance to firm reporting requirements. This role is subject to changing fee-earner, fee-earner team based on the business needs.

Requirements

Possess strong organizational, time management and project management skills with a demonstrated ability to work both independently and within a team environment
Real estate license maintained in good standing at all times
Bachelor’s Degree
Knowledge of Microsoft applications such as Word, Excel, PowerPoint, Outlook
Knowledge in Adobe applications such as InDesign, Photoshop, Illustrator & Acrobat
Strong written and oral communication skills
Strong analytic math and research skills
Ability to take direction from multiple sources
Knowledge of commercial real estate terminology and nomenclature
Exhibit a high level of professionalism and excellent interpersonal skills
Ability to meet deadlines without compromising accuracy, excellent product quality and attention to detail

Nice To Haves

Knowledge of Salesforce a plus

Responsibilities

CLIENT INTERACTION • Lead select transactions or support team with more significant transactions
Assist in drafting of offers to lease
Coordinate meetings with Client and team
Attend client meetings with fee-earner as needed
Communicate with Client on behalf of fee-earner to request necessary information
Assist in the scheduling of property showings and tours, work with Admin Assistant who will make the calls to coordinate tours.
Perform property showings and tours on behalf of fee-earner as needed
Prepare reporting per the client requirements
Provide status updates to Client as appropriate
PROPERTY LEVEL FINANCIAL ANALYTICS • Collaborate with Financial Analyst(s) in development of due diligence, financial analysis, and/or pulling and packaging comps
Work with research team, as necessary, in retrieval of comps from systems
Interpret insights from financial analysis and develop written reports for clients
Manage timelines and deliverables in response to client requests for analysis
Work directly with client and fee-earners, as necessary, to capture information requested
Develop and maintain deep understanding of market
Coordinate go-to-market activities, if necessary
PITCH AND/OR PROPOSAL COORDINATION • Assist with pitch and/or proposal coordination as needed
Coordinate proposal and deal priorities, communicating priorities to team/fee-earner
Work with fee-earner and/or Marketing to develop written content of proposal based on direction from fee-earner as needed
SALES SUPPORT & COORDINATION • Coordinate with Administrative Assistant and execute marketing programs (InDesign, PowerPoint etc.) for listings and design materials suitable for newspaper/magazine ads, direct mailers and e-mail distribution i.e. flyers, postcards, newsletter updates, etc.
Support completion of presentations/RFP responses etc.., including compilation and coordination with Marketing, Financial Analyst(s) and Research
Prepare or work with Financial Analyst to prepare financial analysis reports related to needs of fee-earner
Work with Senior Associate and/or fee-earner(s) on reviews and updates to finalize the material
Support preparation of RFP responses and competitive matrixes on behalf of fee-earners and distribute once approved Coordinate drafting of leases, contracts, commission agreements, FINTRAC, co-broker agreements, including coordinating with, fee-earner, Legal, Client, and any other party associated with project for approval and execution
Work with Administrative Assistant to provide any other administrative tasks required by C&W to facilitate the transaction of C&W real estate business
ASSIST CRM AND PIPELINE REPORTING • Manage CRM by overseeing Admin Assistant inputting new pursuits and updating current opportunities as necessary through deal management process
Research CRM for conflicts with potential pursuits
Work with Admin Assistant and fee earners, as needed, on pipeline reporting
MAINTAIN DATABASES – Oversee Admin Assistant with Database maintenance.
Understand and collect updates for new listings, lost listings, and changes to existing listings
Review database to ensure accuracy of team’s listings
Provide updates to Research based on activity
Periodically review third party sites to ensure accurate and up to date information
Work with Research team to update information, as needed using Site Solutions and other Research databases
Provide updates to third party based on open and closed opportunities/listings
Respond to Data Requests
Review data returned from Research team in response to request from fee-earner to review for completeness and accuracy
Provide feedback to Research team based on needs of fee-earner
INVOICE PROCESSING/PAYING AND MANAGING RECEIVABLES – Oversee Admin Assistant in this function
Communicate with appropriate party any deal related expenses to ensure proper coding of expenses
Collaborate with fee-earner and Revenue Accountant to identify and collect outstanding receivables