Brokerage Specialist

Job Title

Job Description Summary

Job Description

Job Description Summary

The Broker Specialist will report to the Director of Operations or Office Manager and will serve as dedicated broker support to a single fee-earner and/or team. This licensed position is responsible for support and management of client service activities, providing superior marketing, research and administrative support critical to the overall success of the broker(s). The Broker 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 communications to the fee-earner themselves.

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Provide business development and targeted sales/marketing support
• Manage client database
• Manage deal pipeline
• Manage content creation process with regards to timeline and production cycle
• Coordinate with other departments based on the needs of the fee-earner

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

• 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
• Execute property tour logistics for showing, including coordination with fee-earner and/or licensed professional, scheduling meeting with prospect, and arranging any other accommodations that may be required (e.g., delivering food, reserving space)
• Work with fee-earner and Marketing to determine if material request requires marketing assistance or Service Delivery Coordinator assistance

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 Director of Operations 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

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 price
• 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 Director of Operations 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 fee-earner 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
  • Updating CoStar, LoopNet, EDC, and other related listing sites with current availability information
  • Uploading property flyers to third party sites
• 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

REPORTING RELATIONSHIP

Role will report to the following:

• Market Director of Operations or Office Manager (in rare cases, fee-earner directly)

Cushman & Wakefield provides equal employment opportunity. Discrimination of any type will not be tolerated. Cushman & Wakefield is an Equal Opportunity / Affirmative​ Action employer. All qualified applicants will receive consideration for employment without  regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other characteristic protected by state, federal, or local law.

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.