What are the responsibilities and job description for the Transaction Coordinator position at Marcus & Millichap?
We are seeking a dynamic and detail-oriented Transaction Coordinator to join our leading multifamily brokerage team. The ideal candidate will play a pivotal role in supporting our brokers and transaction team, ensuring smooth business development processes, and helping foster exceptional client relationships. This position is ideal for a proactive individual who thrives in a collaborative environment and is passionate about contributing to the success of a top-tier brokerage team.
\n- Broker Support and Client Interaction: Assist brokers with business development activities, including client interaction management and tracking. Act as a liaison between brokers and clients to ensure timely communication and exceptional service delivery.
- Lead Tracking and Execution: Compile, update, and track client lead lists. Monitor progress and ensure the execution and follow-up of business development initiatives.
- Email and Priority Management: Oversee brokers' email communications, organize inboxes, and create daily priority lists to streamline workflows and maximize productivity.
- Client Meetings and Travel Coordination: Schedule and coordinate client meetings, including the organization of travel logistics for brokers to ensure seamless client engagement and trip planning.
- Expense and Invoice Management: Assist brokers with managing client expenses and processing invoices. Maintain accurate records and ensure compliance with company policies.
- Marketing and Event Support: Collaborate with the Transaction Manager to support marketing initiatives and assist in planning and executing client-focused events.
- Listing Management: Manage the company’s internal system by inputting and updating the team’s multifamily listings. Ensure accurate and timely data entry and maintenance.
- Bachelor’s degree in Business Administration, Marketing, Real Estate, or a related field preferred.
- Strong organizational and multitasking skills with exceptional attention to detail.
- Excellent communication and interpersonal skills to interact effectively with clients and team members.
- Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint); experience with CRM systems (Salesforce) and listing platforms is a plus.
- Ability to manage confidential information with discretion.
