Brokerage Specialist

ESSENTIAL DUTIES AND RESPONSIBILITIES 

Business Development 

• Maintain and update prospective client list on behalf of fee earner 

• Research prospective clients to find appropriate contacts and company info 

• Update and review CRM system and other required data sources to ensure accuracy of the information in the CRM. 

• Prepares marketing materials including Request for Proposals, marketing presentations and other supporting deliverables using desktop publishing software 

• Attend pitch meetings as a key member of the team 

Transaction Management: 

• Coordinates and Organizes transaction documentations including confidentiality agreements, leases, contracts, listings, closing documents, etc. to ensure that all parties have copies of required documents. 

• Perform analysis on real estate deals which can include, commercial leasing, building sales and/or purchases 

• Create client facing content, deliverables, and presentation materials for all aspects of the transaction process 

• Run market surveys to identify building/space options for clients 

• Interact with various departments and service line leaders whose expertise may be necessary for a given transaction (i.e. Project Managers, Financial Analysts, Workplace Strategists, Consultants, etc.) 

• Track deal progress to ensure that the team is sticking to an agreed upon timeline and provide updates in weekly team meetings 

BACKGROUND AND EXPERIENCE 

• Bachelor’s Degree in Business, Finance or Real Estate. 

• Real Estate License Required.  

• Minimum 1-3 Years of Reals Estate Industry or 3-5 years of other related business experience.  

• Proficiency in Microsoft Word, Excel, and PowerPoint 

• Proficiency in Adobe Acrobat and editing PDFs 

• Experience with Adobe InDesign or similar software for digital layout and page design is a plu