What are the responsibilities and job description for the Client Coordinator position at Cresa?
Responsibilities & Duties
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- Excellent communication and time management skills; proven ability to meet deadlines
- Collaborate and engage with brokerage team to enhance productivity
- Prepare presentations, agendas, reports, special projects, and other documents in support of objectives for the organization.
- Prepare correspondence, documents, proposals, requests for proposals, LOIs, and reports with guidance from the brokerage team
- Prepare and produce presentations and tour books
- Coordinate broker travel arrangements, calendar scheduling, advisor events and meeting arrangements
- Maintain and manage deal files
- Conduct property searches
- Maintain and manage database of lease and sales comps in the market
- Update and maintain CRM database per corporate protocol data entry requirements
- A minimum of three years of relevant administrative work experience
- Advanced understanding of the Microsoft Office Suite, including Word, Excel, Powerpoint and Outlook. Adobe experience a plus.
- Salesforce experience, or equivalent CRM experience, strongly preferred
- Ability to communicate professionally in a cross-team and cross-department function, through both verbal and written communication.
- Commitment to excellence - perform duties at the highest level possible on a consistent basis, with attention to detail and in accordance with corporate protocols
- Professional, engaging attitude with a flexible nature and the ability to multitask and prioritize projects and tasks, to meet both local team and corporate deadlines
- Team-oriented experience and approach are required.
- Prior experience in the real estate organization is a plus.
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