Position: Client Service Specialist Firm: Integrated Wealth Management Location: Green, OH Overview: Integrated Wealth Management in Green, OH is seeking a Client Service Specialist to join our team! If you excel at client service, enjoy working one-on-one with clients, and are passionate about building long-term relationships, this is your opportunity. You'll help ensure smooth daily operations while providing outstanding support to clients and prospects through a variety of industry-specific tasks. Ideal candidates will have a desire to grow their career in financial services and contribute to our ongoing success. What you'll do:
Receive incoming client service calls in a friendly, warm manner
Deliver a seamless onboarding experience for new clients, ensuring personalized attention and exceptional service at every step
Complete and process new business applications
Complete and process client service work
Maintain database to reflect account status regarding account service or new business
Submit any additional client contributions to appropriate account
Accurately document client interactions and conversation details in the database
Resolve any issues regarding new accounts, transfers or amendment
Prepare all new accounts for delivery and schedule delivery meeting with the client
Monitor and track pending service work, ensuring clients receive personalized update calls regarding the progress of their requests
Support advisors with pre-appointment preparation by gathering required materials and forms
Generate accurate and detailed monthly reports highlighting key metrics
What We're Looking For:
1+ years' experience in the financial industry
Demonstrates proficiency and confidence working across various platforms and operating systems
Collaborative team player willing to assist others
Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
Excellent communication; written and verbal
Exhibits meticulous attention to detail and a commitment to accuracy
Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
Embraces change and adapts quickly to evolving processes
Bonus Points:
Bachelor's Degree
Previous experience in the banking industry is a plus!
What You'll Get: Pay & Perks:
$45k - $50k based on experience + quarterly bonus opportunity
Firm paid medical and dental insurance for the employee
401(k) with 3% employer contribution
PTO
Firm paid incentive trip
Schedule:
In office: Monday - Thursday, 8:30am - 5:00pm
In office: Friday's, 8:30am - 1:00pm
Some evenings required for client events
Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com
$45k-50k yearly 5d ago
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Senior Living Sales Consultant
Resort Lifestyle Communities 4.2
Kansas City, MO job
Join Our Mission At Resort Lifestyle Communities (RLC), serving seniors isn't just a job, it's a calling. When you join our team, you become part of a close-knit, servant-hearted community guided by our Core Values: Respect, Honesty, Kindness & Compassion, and Service Excellence.
Together, we work toward four essential goals that guide our success:
Happy Employees
Happy Residents
Full Occupancy
On-Budget Operations
About the Role
As a Senior Living Consultant, you are more than a sales professional; you are a trusted guide helping seniors and their families navigate one of life's most important transitions. In this role, you will connect families to our Independent Living Retirement Community that offers a sense of security, community, and peace of mind, while driving occupancy growth.
What We're Looking For
If you are competitive, relationship-focused, and motivated by helping people live better, more fulfilling lives, this is the career for you.
Proven sales success, ideally in senior living, hospitality, or multi-unit housing.
Be at least 18 years of age or older.
Flexibility: Your primary schedule is Tuesday-Saturday, plus evenings and additional days as needed for tours and events.
Exceptional communication skills and a warm, credible presence with seniors and their families.
Ability to represent the community, build strong referral networks, and cultivate lasting relationships.
Self-motivated, resilient, competitive, and able to thrive in a goal-driven environment.
Proficiency in Microsoft Office and accurate data entry.
Reliable transportation and flexibility to work evenings, weekends, and holidays.
Physical ability to lead tours and remain active throughout the day.
Key Responsibilities
Develop and implement a strategic sales plan in collaboration with Community Managers and Field Support Leadership to meet occupancy objectives; maintain timely follow-ups and detailed updates in the Prospect Management System, including notes on contact attempts. When occupancy is low and tours are not scheduled, proactively drive outreach with high call volumes (up to 50+ per day).
Drive meaningful engagement with prospective residents through phone calls, home visits, and personalized tours to uncover needs, identify and overcome objections, and foster strong relationships; advance the sales process using the approved RLC approach to build trust along the way.
Grow the lead base through proactive outreach to senior living influencers and community partners and participate in events that create opportunities for new residents.
Participate in leadership meetings to address resident needs, plan events, and support business goals, while providing regular updates to supervisors and Field Support Leadership on prospect activity.
Secure signed rental agreements, complete all move-in documentation, and collect required funds for new residents; manage and process paid waitlist deposits.
Benefits for Full-Time Employees
Competitive compensation and benefits
Access your pay anytime
$341 benefit stipend per pay period to apply toward:
Health, Dental, Vision
Life Insurance
Short- & Long-Term Disability
HSA, FSA, LSA
Accident & Hospital Indemnity
Legal & Identity Theft Protection
Paid Time Off
401(k) with employer match
Why RLC?
Fast-growing, family-owned company with 60+ communities nationwide
Supportive leadership in a beautiful, resort-style environment
A purpose-driven role where you make a difference every day
Ready to Increase Occupancy with Heart?
Bring your servant heart to a place that feels like family. Apply today and our Talent Acquisition Team will follow up soon!
EOE/ADA
#LI-CZ1
#urgent
$40k-55k yearly est. 2d ago
Research Analyst
Savills North America 4.6
Boston, MA job
About Savills
Savills is an organization full of extraordinary individuals. Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager to propel themselves, our clients, and our business forward. We are one of the preeminent commercial real estate firms with services ranging from tenant representation and project management to workplace strategy and occupant experience - showcasing the breadth and depth of our expertise.
Find your place to thrive
No matter the role you're in, we all share one purpose: to help people thrive through places and spaces. The DNA ingrained in our business guides us on this mission, shaping the way we behave to deliver the best results. When you join Savills, our ask for you is simple:
Be extraordinary, together.
About the role
Based in our Savills Boston Studio in Back Bay neighborhood of Boston, the company is seeking a Research Analyst to join our commercial real estate firm. Joining as a Research Analyst provides an opportunity for individuals to work in a research and data services role and gain industry experience and knowledge for a long-term career within the organization's collaborative platform. This immersive position, working under the guidance of the Senior Vice President, Head of Americas Research, blends market analytics, client strategy, and transaction exposure to develop the next generation of real estate leaders. Designed as a launch point into the broader real estate industry at Savills, the candidate will play an active role in market intelligence, data strategy, and client-facing deliverables while collaborating across research, brokerage, and strategy teams. If you feel you possess the ambition, entrepreneurial spirit and drive to excel in the world of top-tiered business then we encourage you to apply.
Specific responsibilities to include:
Learn, track, and analyze factors including economic data impacting the local commercial real estate market
Provide regular updates to, and maintenance of, proprietary market information databases, including building and owner information, stacking plans, lease and sale comparables, tenants in the market, and other key data points
Lead the reporting process for quarterly office and industrial market statistics and reports, and assist with national research initiatives
Respond to all requests for data and information in a timely and accurate manner
Partner with Savills advisors, strategists, and other stakeholders on business development, bespoke client research, and pursuit strategy to transform data into actionable strategies and insights
Actively engage in training activities, networking and internal collaboration with nationally dispersed peer group of Researchers
Serve as a trusted analytical partner for client-facing teams to prepare pitch and marketing materials on emerging industries and key verticals
Develop innovative strategies to track and analyze global and domestic investment, as well as federal and state economic incentive programs
Demonstrated interest and comfort using emerging AI platforms (e.g., ChatGPT, automation, and visualization tools) to enhance analytical efficiency and creativity
This role is fully in-office in our Boston Studio, giving you the chance to collaborate closely with teammates, immerse yourself in our culture, and learn in real time
Qualifications
BA or BS Degree in economics, business, data science, real estate or related field
Accomplished with Microsoft Office Suite, internet research, and various other types of analytical and presentation software; Salesforce experience a plus
Strong analytical, storytelling, and visualization skills with ability to translate data into insightful strategy
Excellent communication, interpersonal, and presentation abilities with comfort addressing stakeholders, thought partners, and clients
Demonstrated professionalism, initiative, and ability to balance multiple high-priority projects
Self-starter with a proactive and curious mindset - driven to identify patterns, trends, and actionable intelligence
Ability to multi-task and meet deadlines
Savills values a diverse work environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteran status,or any other protected characteristic.
Savills participates in the E-Verify program
$88k-147k yearly est. 4d ago
Mechatronics & Robotics Technician
Cushman & Wakefield 4.5
Kearny, NJ job
Our Purpose:
At C&W Services, we live by the belief that Better Never Settles. We're dedicated to creating a positive impact globally, and we're looking for talented individuals to join our team.
C&W Services provides compelling benefits, including:
Weekly Pay
Comprehensive Benefits that start on your first day
Training, Development, and Advancement Opportunities
A Clean and Cutting-Edge Facility
A Safety-First Culture
About the Role
As a Mechatronics & Robotics Technician, you will use your skills to support the Operations Maintenance Team repairing and maintaining material handling equipment and pneumatic systems throughout the building. You will have the opportunity to install, maintain and repair automated packaging and distribution equipment.
Key Responsibilities:
Safety: Promote a safe working environment by following all safety procedures.
Maintenance: Complete preventative maintenance routines with proper documentation. Troubleshoot electrical and mechanical problems related to all Material Handling Equipment (MHE) which includes belts, motors, photo-eyes, relays, and more.
Monitoring: Create, assign, and close out work order with data including labor hours, equipment maintenance, and parts used. Track and store department inventory.
Support: Mentor junior technicians to grow in their roles.
Communication: Maintain positive working relationships across all of the Operations facility.
Basic Qualifications:
High school diploma or equivalent.
2+ years of experience in the repair of material handling equipment (MHE) or automated conveyor systems and controls.
2+ years of experience conducting predictive and preventative maintenance procedures.
1+ years of blueprint and electrical schematic reading.
1+ years of knowledge with electrical and electronic principles.
Experience with a Computerized Maintenance Management System (CMMS).
Proficiency in Microsoft Word, Excel, PowerPoint, and Project, with the ability to create and manage documents effectively.
Ability to work flexible schedules/shifts.
Preferred Qualifications:
Associates or higher degree from a vocational school or college with a focus on Mechanical or Electrical field.
Experience with Material Handling Equipment (MHE) safety standards accordance with Original Equipment Manufacturer (OEM) and Safety standards.
Experience with robotic operation and maintenance.
Able to troubleshoot basic input and output functions.
Physical Demands:
Must have ability to reach overhead, kneel, squat, climb steps/ladders, use an aerial lift, and frequently lift a maximum of 50 lbs. of equipment.
Ability to perform tasks wearing appropriate or required Personal Protective Equipment (PPE), which may include but is not limited to hard hat, face mask, face shield, and composite toe shoes.
Regularly required to crouch or bend and reach to install/move equipment.
Involves movement between departments, floors, and properties to facilitate work, averaging 6 to 12 miles per day.
Work in a warehouse environment with fluctuating temperatures.
Regularly required to type on a computer for 1-2 hours per day.
Why C&W Services?
$44k-72k yearly est. 3d ago
Graphic Designer
Terra 4.5
Miami, FL job
Terra, the award winning, Miami-based real estate development company carefully chooses projects that have a positive impact on their surroundings and, by extension, on the people who live there. Terra has achieved international acclaim for its commitment to design excellence, resiliency measures, and sustainable development and has been continuously transforming South Florida into the prosperous metropolis we know today.
General Responsibilities
The Graphic Designer will be responsible for the design & production of marketing materials through all phases of the project, including content generation, design, production management and final proofing. In addition, the Graphic designer will support the creation of marketing materials for the company's corporate marketing initiatives (community presentations, RFP presentations, etc.), sales & leasing materials - both print and digital for our luxury condo & multi-family projects. This is a full-time in-house role within the development company, which will require excellent communication skills, ability to work independently and within a team, the ability to meet deadlines and prioritize tasks effectively, and a commitment to quality and results. A strong eye for design details and accuracy is a must for this role, and your existing portfolio should express this.
Aid in the development of custom print & digital marketing materials, using existing brand guidelines.
Execute the creation of marketing materials, including the content generation, creative development, and design of direct mailing campaigns, brochures, eblasts, invitations, handouts, and digital content.
Qualifications
Luxury Residential Pre-Development Real Estate Marketing Experience (Preferred)
Graphic Design Experience (3+ Years)
Adobe InDesign (2+ Years)
Adobe Illustrator (2+ Years)
Adobe Photoshop (2+ Years)
Social Media Proficiency (Facebook and Instagram)
As a team member at Terra, you'll enjoy:
Career advancement and bonus opportunities.
Comprehensive benefits package, including health, vision, dental insurance, and FSA (Flexible Spending Account).
Employer-paid life and disability insurance.
Employer matching 401k.
Employee team building events.
Company paid monthly lunches.
Paid Time Off and paid Holidays.
$36k-48k yearly est. 3d ago
District Manager
Prime Group Holdings, LLC 4.6
Baltimore, MD job
Prime Group Holdings, LLC is a vertically-integrated private equity real estate firm focused on self-storage and other alternative real estate asset classes.
With $6.6 billion in assets under management, Prime Group is one of the largest private owners and operators of self-storage properties in the world, owning and operating over 310 self-storage assets in 28 states, three Canadian provinces and the U.S. Virgin Islands containing over 23 million rentable square feet. The firm manages three flagship funds on behalf of a global investor base, including the largest self-storage dedicated fund ever raised, Prime Storage Fund III.
Headquartered in Saratoga Springs, NY, Prime Group has more than 700 employees. The firm has a regional office in Jupiter, FL and investment originations offices in Denver, CO, Hackensack, NJ, Yorktown, VA and Calgary, Alberta. Prime Group's 21-person senior leadership team is supported by teams including sourcing and acquisitions, asset and portfolio management, compliance/legal, property management, information technology, transactions/financing, marketing, accounting and training, among others.
Prime Group's success is built on a culture of respect, teamwork, business ethics, accountability and persistence. The company deeply values the strong relationships it has built with its customers, employees, investors and stakeholders. Pitchbook, a leading resource for comprehensive data, research and insights spanning the global capital markets, named Prime Group as one of the top 10 real estate value-add fund managers in Pitchbook's 2023 Global Manager Performance Score League Tables.
Position Overview:
The District Manager will act as the business owner to lead and grow our portfolio of stores in their assigned region. This role will take ownership in the growth and profitability of the specific district operations, while providing and promoting the leadership, vision, and direction of the company within it's market.
Essential Responsibilities:
· Develop and implement plans to achieve sales goals and optimize the portfolios NOI;
· Enable and drive strong operational performance of the assigned portfolio of businesses;
· Inspire, lead, develop the team;
· Monitor and improve sales, cost management, employee management and safety;
· Identify and drive opportunities to improve business performance;
· Enforce all company policies, procedures and code of ethics;
· Manage employee performance including hiring, termination, discipline, development and management;
· Manage escalations and approvals in a timely and thorough manner.
Qualifications
· Bachelor's degree in business or related field preferred; Associate degree or equivalent experience required;
· Minimum of five (5) years multi-unit retail sales/service operations leadership experience preferably from the Storage industry;
· Excellent communication, interpersonal and motivational skills;
· Demonstrated experience in building “ownership” and accountability in a team
· Strong analytical and problem-solving abilities;
· Able to prioritize multiple projects and deal with numerous interruptions;
· Work well under pressure, meeting deadlines consistently;
· Able to work independently with minimal supervision and lead 20-35+ employees;
· Computer skills: Solid understanding of the Microsoft suite of products;
· Willing to work a flexible schedule, including weekends.
· Must be able to perform some of the physical requirements of the job (ability to lift 50lbs);
· Valid state driver's license and reliable transportation;
· Ability to travel within the district and to other designated locations as directed by the company.
Compensation
· Competitive rate of pay and a generous benefits program
· Participation in company's performance-based incentive program(s)
· Medical, dental, vision, life, short-term disability, and long-term disability insurance program
· Paid vacation time; paid sick time; paid holidays
Equal Opportunity Employer Statement
Prime Group Holdings is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.
$93k-157k yearly est. 2d ago
Research Associate
Pinnacle Real Estate Advisors 3.8
Denver, CO job
Pinnacle Real Estate Advisors, a local, high growth, dynamic, and energetic commercial real estate firm, seeks a full-time Database Associate to implement and manage the company's commercial database.
This role is ideal for individuals looking to launch a career in commercial real estate brokerage, transaction management, or related roles. The Database Associate position functions as a training ground within the firm-offering exposure to all product types, opportunities to meet potential teams, and hands-on learning with our proprietary shared database and industry-leading software. It is a stepping-stone to advancement, with many prior associates transitioning into brokerage or transaction management roles.
Must be hardworking, trustworthy, and organized, with a strong ability to multi-task. A can-do attitude is a must, along with the ability to learn quickly and adapt to a demanding work environment. This is a great opportunity to gain an understanding of the inner workings of a commercial real estate firm. The ideal candidate will fulfill this position for a minimum of one year prior to seeking advancement within the company, typically transitioning to an Associate Advisor brokerage role.
The Database Associate will be responsible for providing exemplary support, gaining industry knowledge, and positioning themselves for unlimited growth potential.
Duties include but not limited to:
Assist all commercial brokers by building, maintaining, and managing Real Estate Assistant (REA), a contact management program combined with eight relational databases designed specifically to track commercial real estate data
Opportunity to learn and utilize CoStar and other pertinent software programs, including CLEAR, Real Quest and LoopNet.
Complete market research as necessary by collecting and analyzing property data.
Assist with day-to-day operations of the company, including, but not limited to, creating and binding tour packages, preparing mailers, updating data book, taking property photos, and various administrative duties upon request.
Ability to network with seasoned brokers in all commercial product types.
Perform other miscellaneous administrative and clerical duties as needed.
Position requirements:
Previous experience in the commercial real estate industry preferred.
Well-versed in Microsoft Office applications (PowerPoint, EXCEL, Word and Outlook).
Knowledge of or ability to quickly learn technology platforms to support various forms.
Excellent verbal and written communication skills are necessary.
Ability to see the “big picture” and work hard.
Resourceful, well organized, highly dependable, efficient and detail oriented.
Position benefits:
Competitive base salary starting at $19/Hour. Salary offers will be based on the candidate's qualifications.
Potential for longevity bonuses.
An all-purpose PTO plan.
Insurance benefits including medical coverage for employees (Pinnacle pays up to 60% coverage costs for employee, and 50% for dependents) with dental and vision offerings.
401(k) plan with employer contributions.
To apply please email your resume to EAnderson@pinnacle REA.com Please list "Database Associate" in the subject line.
Pinnacle Real Estate Advisors, 1 Broadway, Suite 300A, Denver, CO 80203
No phone calls please.
$19 hourly 1d ago
Paralegal Specialist
United States Postal Service 4.0
Saint Louis, MO job
Facility Location
SAINT LOUIS LAW OFFICE
1720 MARKET ST RM 2400
SAINT LOUIS, MO 63155-9948
Information
NON-SCHEDULED DAYS: Saturday/Sunday
HOURS: 08:00 A.M. to 05:00 P.M.
BENEFIT INFORMATION: The salary will be based on previous experience, salary history, and current postal pay policies. We offer excellent benefits including health and life insurance, retirement plan, savings/investment plan with employer contribution, annual and sick leave.
FUNCTIONAL PURPOSE:
Provides legal support to attorneys and other Postal stakeholders. Conducts factual and legal research and analysis. Drafts legal documents and correspondence including pleadings, motions, discovery requests and responses, and declarations. Facilitates collaboration among legal teams, clients, and external stakeholders in preparation for and response to litigation and other legal proceedings.
DUTIES AND RESPONSIBILITIES:
1. Conducts research on legal issues using legal databases and research tools (e.g., Westlaw, cyber FEDs, PACER, LexisNexis) and Postal databases, regulations, policies, and handbooks. Summarizes findings, presents conclusions and supporting analysis. Checks court and administrative legal decisions cited in memoranda and pleadings to determine if the decisions have been superseded or modified by subsequent decisions; checks legal citations for form and accuracy.
2. Investigates issues and allegations involved in legal matters and inquiries to include identifying and obtaining documentation, policies, and other materials. Interviews and collects oral and written information from witnesses and other persons with knowledge and information. Summarizes information for inclusion in legal filings and responses to courts, administrative agencies, commissions, or Congressional bodies; provides information, analysis, and recommendations to attorneys and other stakeholders.
3. Drafts discovery requests, responses, and legal objections to discovery requests, in accordance with the Federal Rules of Civil Procedure, including interrogatories, requests for admissions, and requests for production of documents. Identifies appropriate parameters and conducts investigation and research which includes the use of eDiscovery software to locate, review, and sort relevant documents for use in litigation and other legal matters. Uses litigation hold systems to secure and retain information from potential witnesses.
4. Responds to requests and inquiries from Postal stakeholders, external government officials (e.g., federal, state, local), and private businesses or individuals regarding information pursuant to Freedom of Information Act (FOIA), Privacy Act, subpoenas, and judicial and administrative discovery rules and orders, or legislative review and clearance procedures. Drafts correspondence and provides advice to internal and external stakeholders regarding Postal Service procedures, regulations, and policies.
5. Prepares, drafts, and revises legal documents including pleadings, motions, declarations, and correspondence for use in legal proceedings. Incorporates appropriate legal and organizational standards and utilizes applicable procedures and formats when drafting legal documentation.
6. Collaborates cross-functionally to gather required information needed to monitor and ensure compliance with administrative orders, decisions, and settlement agreements. Follows legal and organizational procedures, regulations, and policies while tracking and monitoring deadlines for filings, hearings, trials, and other events to ensure timely action and compliance.
REQUIREMENTS:
1. Ability to identify legal issues arising from moderately complex factual situations and investigate the underlying circumstances.
2. Ability to communicate effectively, both orally and in writing, with internal and external stakeholders sufficient to present results, ensure compliance with legal and organizational standards, and provide guidance and recommendations.
3. Ability to draft, revise, and format legal documents with attention to accuracy using Microsoft Word, Excel, PowerPoint, and Adobe Acrobat Professional.
4. Ability to work effectively on multiple projects with stringent deadlines set by multiple attorneys sufficient to complete research, gather information, and organize legal documents.
5. Ability to gather and analyze data from various business systems (e.g., timekeeping systems, reports from operations databases, payroll journals).
6. Ability to utilize eDiscovery platforms to obtain, review, sort, and redact voluminous emails or other documents necessary for discovery production.
7. Knowledge of general legal principles and practices sufficient to support research, analysis, and case preparation in units focusing on various areas of law (e.g., procurement, corporate, intellectual property, facilities, labor, employment, tort law).
8. Ability to conduct legal research utilizing standard legal research materials, including statutory and regulatory materials, policy handbooks and manuals, and legal research databases (e.g., LexisNexis, Westlaw, cyber FEDS, PACER).
9. CERTIFICATION/EXPERIENCE REQUIREMENT: Applicants must possess one of the following: 1. A paralegal certification, OR 2. At least two (2) years of related paralegal experience obtained within the past five (5) years (e.g., work experience at a law firm, or in an in-house litigation department).
Reimbursement of relocation expenses will NOT be authorized.
Qualified applicants must successfully pass a pre-employment drug screening to meet the U.S. Postal Service's requirement to be drug free.
Applicants must also be a U.S. citizen or have permanent resident alien status.
$37k-61k yearly est. 1d ago
Associate Advisor
Pinnacle Real Estate Advisors 3.8
Denver, CO job
Posted Job Description:
Associate Advisor needed for Pinnacle Real Estate Advisors, a local, high growth, dynamic, energetic commercial real estate firm.
Looking for a strategic and self-motivated candidate with an entrepreneurial spirit and career-driven mindset to join the top team at Pinnacle. Must be a hardworking, trustworthy, and organized person, with a strong ability to multi-task. A can-do attitude is a must, along with the ability to learn quickly and adapt to a demanding and changing work environment.
Duties include but not limited to:
The Associate Advisor will be responsible for business development and the support of Senior Advisors, allowing them to gain industry knowledge and unlimited growth potential. Required to meet deadlines in a fast-paced environment and develop effective and constructive solutions to challenges and obstacles with the ability to complete projects on time.
Generate new business by providing market knowledge and assistance to new and existing clients
Capture all leads and assist in a timely manner.
Manage advertising production totals by tracking business generating activities.
Financially analyze commercial properties and be able to translate the analysis verbally and onto media deliverables.
Create documents such as letters, memoranda, and other business-related correspondence.
Compose and revise legal documents, such as the approved Colorado Division of Real Estate Forms, Listing Agreements, Contacts, Addendums, Letter of Intent, and Exhibits.
Assist in the creation, revision, and distribution of marketing materials including maps, aerials, brochures, proposals, submarket updates, market analyses, and other relevant documents as needed.
Direct the maintenance of all listing websites keeping property information current (CoStar, LoopNet, etc).
Coordinate/manage mailings and email broadcasts; manage distribution process and list updates and report on activity.
Complete research as necessary by collecting and analyzing property information.
Create and maintain spreadsheets in order to monitor listings, proposals, lease/sales comparable information, broker opinion valuations, sold deals, etc.
Position requirements:
4-year college degree preferred.
Previous experience in the commercial real estate industry preferred.
Strong desire to learn, or expand, business generation skills.
Previous business generation or sales experience at any level is a plus.
Excellent verbal and written communication skills are necessary.
Well-versed in Microsoft Office applications (PowerPoint, EXCEL, Word and Outlook).
Knowledge of or ability to quickly learn technology platforms to support various forms.
Ability to see the “big picture” and work hard.
Resourceful, well organized, highly dependable, efficient and detail oriented.
Compensation for this independent contractor position is salaried plus commission-based. There is potential for unlimited earnings based on individual performance. The expectation is that brokers will net commissions in the six figures within two to three years, commensurate with experience and sales achievements.
To apply please email EAnderson@pinnacle REA.com a cover letter expressing your interest with your resume and salary requirements attached. Please list "Associate Advisor" in subject line. Pinnacle Real Estate Advisors, 1 Broadway, Suite 300A, Denver, CO 80203 NO PHONE CALLS PLEASE
$31k-57k yearly est. 1d ago
Regional Property Manager
Pegasus Residential 4.2
Orlando, FL job
How do you define success?
Our associates epitomize the word! The fast-paced company culture mixes challenge and excitement to create an environment of professionalism and engagement seldom seen or experienced!
Do you want to prove yourself, show what you can do?
We invest in our associates, challenge them, give them the tools to succeed, and allow them to control their own future.
If you are a high achiever who craves a workplace that challenges your talents and recognizes your strengths and efforts, it's time to join our team and make a difference. EOE.
We are positioning ourselves for expansion in the Orlando market and are seeking top-tier talent.
Visit our Careers Page at **********************************
So, what's in it for you?
Upward mobility and true career growth
15 days of PTO
12 Paid Holidays
100% Paid Medical Benefits for Employee
401k with company match
Excellent culture to thrive in a best in class environment
Career growth, development, chance to lead and move up
Supportive leadership and teams
$1000-$1500 employee referral bonus
Flexible work schedule
Your Role as a Regional Manager:
Manage a portfolio and motivate a sales team
Create and develop lasting relationships with vendors and staff
Implement a competitive marketing strategy.
Work with the owners to identify property goals and objectives
Implement effective cost control, revenue maximization, and delinquency management
Work with Community Managers on yearly operating budgets and sales/marketing plans
Effectively maximize rental income
Ensure all required weekly, monthly, and quarterly reports are completed accurately and in a timely manner
Train and motivate associates to achieve sales goals
Maintain thorough product knowledge on all properties and that of major competition
Ensure that the established policies and procedures are within the Company's policies
Qualifications:
2 to 3 years as a Regional Property Manager
Orlando Based
Possess advanced bookkeeping knowledge and perform general accounting functions
Understanding of current legal responsibilities of the properties
Exceptional organizational skills and extreme attention to detail
Excellent communication skills both verbal and written
Professional appearance and demeanor
Knowledge of OneSite strongly encouraged, Ops Technology required.
Must have Lease Up experience
$52k-74k yearly est. 1d ago
Director of Risk Management
Boston Housing Authority 4.0
Boston, MA job
Application Deadline: Friday, January 23, 2026
Application Procedure: Please submit a cover letter and resume detailing your qualification. No phone calls or letters. Submit your resume, cover letter, and any additional materials to **********************. Deadline: Friday, January 23, 2026. Please be sure to identify the position you are applying for.
Director of Risk Management
Unit: Exempt
Grade: 16
Salary Range: $116,412.24 - $151,118.78
Posting Date: Monday, December 29, 2025
General Description: Reporting to the General Counsel, the Director of Risk Management oversees the Risk Management Department and plans, organizes, leads, and controls the activities of the Authority to minimize the adverse effects of accidental losses on the Authority at reasonable cost utilizing risk control and risk financing techniques. This includes the management of the Authority's insurance and self-insurance programs, tort defense, workers' compensation program, and safety program. The position involves risk administration, risk assessment, risk control, and risk financing.
Duties & Responsibilities: Insurance and Self-Insurance:
Administer the Authority's self-insurance programs for tort liability.
Work with the Independent Auditors of the Authority to oversee the Self Insurance Program, its management, and adequacy.
Where insurance is chosen as the risk transfer device, decide on the necessary coverages, purchase the coverages and manage the insurance policies.
In accordance with the Authority's procurement requirements, procure insurance policies for workers' compensation, property, public officials, and others.
Administer the Authority's insurance programs and prepare payment requisitions for premiums.
File insurance claims and handle all claims brought on behalf of the Authority against its insurance policies from inception to disposition.
Direct the Authority's subrogation resource recovery program responsible for collecting on behalf of the Authority all monies due it for damage done to its property by others.
Establish reserves for the settlement of all negligence claims against the Authority and all associated expenses. Maintain a system for regularly reviewing all claims, including the adequacy of reserves, and the proper direction of legal actions.
Work with U.S. Department of Housing and Development and the Massachusetts Executive Office of Housing and Livable Communities in assuring compliance with their regulations and requirements for insurance and contracts, the Self Insurance Program and the handling of claims in suit.
Oversee Defense of Tort and Other Claims:
Develop and implement incident reporting systems.
Handle the receipt, investigation, handling and settlement of all claims of negligence, discrimination, employment, and other torts against the Authority.
Assign, coordinate and direct the efforts of all attorneys, employees, insurance companies, and adjusters.
Negotiate with residents and staff who have brought claims against the Authority.
Represent or arrange for representation of the Authority in all trials, mediation, arbitration, case evaluation, and dispute resolution matters mandated by the courts.
Liaison with Authority staff to provide records and information for discovery.
Advise the General Counsel and senior Authority staff on the case status, settlements, and other resolutions.
Monitor legal and other expenses for defense.
Attend trials, appeals and depositions.
Workers' Compensation:
Oversee the Authority's workers' compensation program.
Oversee investigation of industrial accidents and all workers' compensation claims from inception to disposition. Supervise the Workers' Compensation Manager.
Insure that the Authority is represented at the Department of Industrial Accidents and monitor all DIA proceedings.
Coordinate with Human Resources, Finance and Accounts, and the Operations Department regarding employee absences related to workers' compensation claims.
Safety Program:
Coordinate with the Operations Department, the Human Resources Department, and the Finance and Accounts Department for the correction of site safety issues.
Provide for all site safety throughout the Authority, including continuing safety inspections of all operating facilities and playgrounds of the Authority.
Provide for the safety of the Authority's fleet, handle all claims and accidents, and insure that vehicles are properly assigned, used and disposed of when necessary. Plan for updating the fleet and insure vehicles added and deleted. Organize and maintain the database of motor vehicle records of all employees of the Authority to ensure that only safe drivers are driving Authority vehicles.
Serve on committees aimed at developing policies, procedures and programs to reduce employment related injuries and negligence claims against the Authority.
Advise the Authority's Employment Reasonable Accommodation Committee ("ERAC") when needed.
Procurement and Contract Support:
Provide guidance to others within the Authority, such as property management, real estate development, capital construction, and others, in their choice of a risk transfer device and review the choices for adequacy while assisting in the preparation of specifications for the same.
Establish and maintain the Authority's Certificates of Insurance database to ensure that all vendors and contractors have furnished the Authority with proper certificates of insurance.
General:
Manage the Risk Management Department budget.
Supervise Risk Management Department staff.
Perform other related duties as required.
Minimum Qualifications & Experience: A Bachelor's degree is required, with a concentration in Risk Management, Business Administration, or a related field preferred. Law degree preferred. Knowledge of risk management, insurance, workers' compensation law, procedures of the Department of Industrial Accidents, and the Commonwealth Court System. At least five (5) years of experience in claims management, including workers' compensation, general liability, auto liability, and property claims highly preferred. Knowledge of medical terminology and medical evaluation. Knowledge of Risk Management techniques and the marketplace for the various Risk Management coverages. Strong interpersonal and negotiation skills. Ability to effectively motivate and supervise others. Superior communication skills (written and verbal) and superior organizational skills. Ability to exercise good judgment and be highly detail-oriented.
BHA BENEFITS:
BHA's generous benefits package includes 14 paid holidays, 4 personal days, 3 weeks of vacation, 3 weeks of paid sick leave, MBTA discount, participation in the City's pension plan, and healthcare through the Commonwealth, and much more.
ABOUT US:
Boston Housing Authority (BHA) fosters sustainable communities by providing quality affordable housing, bringing stability, opportunity, and peace of mind to thousands of low and moderate-income families across Greater Boston and the City of Boston as a whole. As the largest provider of affordable housing in Boston, one of the most expensive cities in the country, BHA understands housing as a crucial platform for individual, household, and community stability. Through our public housing communities and rental assistance programs, BHA provides housing assistance and services to more than 62,000 low and moderate-income households, including families with children, older adults, and individuals with disabilities. As a housing authority, we recognize the historical role that residential segregation has played in the City of Boston. In all aspects of our operations, internally and externally, BHA is committed to breaking down the barriers to justice in housing and related fields that disproportionately impact the communities we serve.
BHA is an Equal Opportunity Employer, qualified applicants receive consideration for employment. Bilingual candidates encouraged to apply.
Please submit a cover letter and resume to: **********************. Please be sure to identify the full name of the position you are applying for. Thank you.
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$116.4k-151.1k yearly 3d ago
Commercial Real Estate Assistant
DWG Capital Partners 3.9
Los Angeles, CA job
Schedule: Full-Time, 5-6 Days/Week | Flexible as Needed
Compensation: $7,000/Month (1099)
DWG Capital Group, is seeking a highly organized, transaction-focused Brokerage Operations & Executive Administrative Assistant to support our commercial real estate brokerage, industrial investment, and capital markets platform.
This role is ideal for someone with experience in CRE brokerage operations, transaction coordination, deal management, or CRE marketing, who can operate confidently in a fast-moving, deal-driven environment.
You will work directly with the CEO and brokerage team to manage pipelines, execute transactions, coordinate due diligence, prepare offering materials, and ensure that every deal-from listing through closing-is executed with institutional-level precision.
The ideal candidate brings real experience in CRE brokerage or transaction coordination and is committed to excellence, accuracy, and service.
Key Responsibilities
Brokerage Transaction Coordination
Manage end-to-end transaction workflows across acquisitions, dispositions, and industrial investment deals.
Coordinate escrow timelines, due diligence checklists, third-party vendors, title, lender communications, and deal milestones.
Track all active listings, buyer/seller correspondence, LOIs, PSAs, and contingencies.
Maintain accurate brokerage pipeline reports, commission tracking, and compliance files.
Ensure all CRE documents are organized, executed, and delivered on schedule.
Brokerage Operations & Deal Execution
Prepare and update offering memoranda, BOVs, property packages, and industrial investment decks.
Conduct light financial analysis and market research to support pricing, underwriting, and listing preparation.
Maintain CoStar, LoopNet, Crexi, MLS, and internal listing platforms with accurate property details and marketing updates.
Coordinate property tours, client meetings, internal deal reviews, and broker-to-broker communications.
Support contract execution, escrow openings, and closing coordination.
Executive Administrative Support
Manage the CEO's schedule, meeting flow, inbox, materials, and travel logistics.
Step into key brokerage or investor calls to maintain continuity and organization.
Act as a communication hub across DWG-RE's brokerage, capital markets, and acquisitions teams.
Keep files, deal rooms, Dropbox/Drive structures, and communication systems organized and efficient.
Marketing & CRE Presentation Development
Build polished offering memoranda, investor decks, BOVs, pitch books, and marketing materials in Canva, InDesign, and CRE platforms.
Assist with marketing campaigns, email outreach, and investor/broker distribution lists.
Maintain and expand CRM systems with accurate prospect, buyer, and investor data.
Produce high-quality materials that support both brokerage listings and capital markets transactions.
Who You Are
Experienced in CRE brokerage, transaction coordination, or capital markets operations.
Highly organized and comfortable managing multiple deals at once.
Fast-paced, proactive, and able to anticipate next steps in the transaction process.
A polished communicator across phone, email, and in-person interactions.
Tech-savvy and comfortable with CRM systems, CoStar, LoopNet, Crexi, and Excel.
A problem-solver who thrives in a boutique, entrepreneurial brokerage environment.
Someone who loves deal flow, accuracy, deadlines, and producing clean, professional work.
Qualifications
3-7+ years in CRE brokerage operations, transaction coordination, or a capital markets role.
Strong understanding of commercial real estate documents, escrow processes, and deal flow.
Proficiency in:
Microsoft Office (Excel required)
Canva / InDesign
CRM systems
CoStar, LoopNet, Crexi, MLS
Excellent communication, writing, and client-interaction skills.
Ability to travel occasionally to Weatherford/Fort Worth (preferred but not required).
Background checks and references required due to fiduciary responsibilities.
Why Join DWG-RE?
Work directly with top CRE investors, brokers, and capital markets professionals.
Engage in real industrial and commercial transactions across multiple markets.
Be part of a growing boutique firm with high standards and major expansion underway.
Significant long-term growth potential-this role can evolve into senior operations, brokerage management, or capital markets support roles.
High-performance, positive, boutique culture with institutional execution standards.
How to Apply
Submit your résumé and professional references to:
***************
$7k monthly 12h ago
Lead Building Engineer & Facilities Manager (On-Call 24/7)
Hawaiian Building Maintenance 3.9
Urban Honolulu, HI job
A prominent building maintenance provider in Honolulu, Hawaii is seeking a full-time Chief Building Engineer. The role involves managing site activities, ensuring maintenance standards, and leading a team. Candidates should have strong engineering and management background, excellent communication skills, and be able to respond to emergencies. Responsibilities include maintaining budgets, troubleshooting issues, and inspecting equipment. Attractive compensation package and benefits offered.
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$57k-72k yearly est. 5d ago
Senior Analyst, Development & Investments
Foundry Commercial 4.2
Boca Raton, FL job
Foundry Commercial was created to be a different kind of real estate company. Our motto - “It's Personal” - rings true in everything we do…
we value authentic human experiences.
At Foundry Commercial, there is a strong sense of community. From wellness fairs to ugly Christmas sweater parties to company fundraisers, Foundry associates lean in to support one other and the causes that are important to us. We bring a sense of teamwork, collegiality, and diversity to all that we do. At the heart of it all is trust and respect. These two things drive everything else. We have built a place where people truly know each other, celebrate together, learn together, and live life alongside each other.
Foundry Commercial is currently seeking a Senior Analyst to join our Development and Investments (“D&I”) team in Boca Raton, Florida. We are looking for a motivated investment professional possessing a passion for real estate, strong financial skills, business acumen and leadership. The primary focus of this role will be analyzing and executing commercial real estate acquisition and development opportunities in industrial, office, healthcare and retail product types across Florida, Texas, Nashville, Atlanta, and the Carolinas.
This is a great opportunity to develop the following:
Solid foundation in the technical skills (quantitative and qualitative) required to analyze real estate investment opportunities;
Ability to think strategically through the investment strategy and inherent risks and opportunities of an investment;
Complete understanding of our investment process (analysis/underwriting, capitalization, approvals, asset management, and portfolio/fund management) by learning, implementing, and managing it;
Deep appreciation for the level of attention to detail and organization required to successfully analyze, capitalize and execute both acquisition and development opportunities; and
Broad exposure to numerous deals and the Foundry platform - our Analyst and Associate team benefits from exposure to over 100 deals annually in multiple product types across multiple markets while working with Deal Principals, Asset Management, Project Management, Accounting, Property Management and Brokerage teams.
Essential Job Functions:
Analyze and review offering materials, leases, operating statements, development budgets, equity and debt term sheets, third party due diligence reports, etc.
Acquire and analyze key property and market information by gathering information from deal leads, brokers, property managers, etc.
Develop advanced financial models and analysis using Argus and MS Excel.
Prepare investment committee memos, equity/debt packages, presentations and reports for investors and lenders.
Direct the gathering, organizing, and presenting of demographic, economic, and real estate market research, draw objective conclusions, and make recommendations.
Execute the investment process, including underwriting, capitalization, due diligence, and closing.
Contribute in the due diligence and closing process including review and tracking of due diligence requirements, third party reports, property/tenant information, JV and debt documentation, and closing statements.
Aid on special projects and complete other duties as assigned.
Ability and desire to work both independently and collaboratively in group settings amongst the team of analysts/associates within the “Deal Hub”.
Education and Experience Requested:
Analyst - Must have an Undergraduate degree, with an emphasis in Finance or Real Estate, internship and graduate degree preferred.
Senior Analyst - Full-time commercial real estate work experience required. Undergraduate degree in finance or real estate required. Undergraduate degree in finance or real estate and graduate degree preferred.
Proficiency in Excel and Argus is required - ability to conduct data analysis and real estate financial modeling, including complex debt and equity partnership structures.
Proficiency in analytical writing - ability to effectively communicate and present well-reasoned and data-supported thoughts and ideas to a variety of audiences.
Proficiency in AI tools including ChatGPT to assist in data analysis, efficiency, and creative problem solving.
Relentless attention to detail with strong research, analytical and problem-solving skills.
Excellent organizational, interpersonal, and oral/written communication skills.
Ability to develop and maintain positive relationships with colleagues, managers, lenders, partners, and third parties.
Effective time manager - ability to consistently manage multiple projects with accuracy, set priorities, and meet deadlines.
Extremely high energy, fast-paced and driven to succeed.
Foundry Commercial is an Equal Opportunity Employer
Foundry Commercial is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best available person in every job. It is the policy of Foundry Commercial to grant equal employment opportunities to all qualified persons without regard to race, color, creed, sex, religion, age, national origin, marital status, sexual orientation, citizenship, physical or mental disability that does not prohibit performance of essential job functions, veteran's status, or any other conditions or identifications against which discrimination is prohibited.
$68k-116k yearly est. 3d ago
Senior Marketing Designer - Real Estate
Land Advisors Organization 3.9
Scottsdale, AZ job
Land Advisors is growing! We're a nationwide commercial real estate advisory and brokerage firm with 32 offices across the U.S. - and our headquarters right here in Scottsdale. Known for our data-driven approach and collaborative culture, we're looking to add a talented Senior Marketing Designer to our in-house marketing team.
This is an exciting opportunity for a creative, organized designer who enjoys working across digital, print, presentations, social, and web - and wants to grow in a fast-paced, team-oriented environment.
What you'll do:
• Design marketing collateral, proposals, presentations & email campaigns
• Support brand development and corporate communications
• Assist with social media, website updates & light copywriting
• Help coordinate marketing materials for events and transactions
• Collaborate with vendors and provide quality control on all collateral
What we're looking for:
• 3-5 years of graphic design experience
• Proficiency in Adobe Creative Suite, Microsoft Office, Mailchimp & WordPress
• Strong organization, communication & time-management skills
• Video editing, social media, and web knowledge a plus
$45k-68k yearly est. 3d ago
Regulatory & Government Affairs Counsel - Remote
Point 4.2
Remote or Palo Alto, CA job
A financial services company based in Palo Alto is looking for an experienced Associate General Counsel to support regulatory compliance and government relations. The successful candidate will have a J.D., be eligible for in-house practice, and possess 4-7 years of relevant experience. Responsibilities include managing regulatory frameworks, collaborating with legislative representatives, and advocating for consumer finance standards. This role is remote-first, allowing flexibility while contributing to a mission-driven culture.
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$98k-145k yearly est. 2d ago
Sales Development Representative
The Carroll Group 3.5
Nashville, TN job
The Carroll Group is on a mission to help people embrace life's next chapter through transacting in residential real estate.
We understand that buying or selling a home is a significant moment. We strive to be the supportive, knowledgeable partner that guides our clients smoothly through that journey. We believe in the highest standards, hard work, and helping those around us win. If that resonates, you'll feel at home here.
Find us online at CarrollGroupNash.com.
Note: Candidates are encouraged to differentiate themselves by call, text, email, or stopping by our office in person prior to our team reaching out, due to the high volume of applicants.
Role:
We're looking for a full-time Sales Development Representative (Setter) to join our team!
As an Sales Development professional at The Carroll Group, you'll be the first point of contact and the engine driving our lead qualification and appointment-setting process. You will be responsible for sourcing, engaging, and nurturing prospective clients, ultimately setting appointments for our Lead Agent. This role is crucial for maintaining and growing The Carroll Group brand through professional and effective communication.
This is more than just making calls; it's about creating a positive and engaging experience from the first interaction, understanding the client's real estate needs, and demonstrating how The Carroll Group can help them successfully embrace their next chapter.
What we offer you:
Reimbursement on real estate license course work and training time will be included.
Reimbursement on medical plans including health, vision, and dental.
The opportunity to make a significant impact on a rapidly growing luxury real estate team.
Responsibilities:
Cold Calling Leads and engaging with Warm Leads.
Setting Appointments for the Lead Agent.
Creating and segmenting Prospecting Lists.
Managing and maintaining the CRM Database.
Studying and Understanding Market Trends to better serve prospects.
Optional: Hosting Open Houses.
Requirements:
A high school diploma or equivalent GED is required.
A high level of proficiency in Google Workspace products is required.
Must maintain a professional personal appearance and demeanor.
Completion of company-paid training and coursework to obtain a real estate license prior to employment.
Location:
Work Location: In person at 2206 21st Ave. S, Nashville, TN.
Days & Hours:
Job Type: Full-time.
Schedule: Five days a week with 8 hours a day between 8:00 AM to 8:00 PM with flexibility around ideal calling windows.
Weekend availability is required as needed.
Compensation:
Pay: $70,000.00 - $110,000.00 per year.
This pay range is achieved through base pay and commission.
Application Question(s):
What are three values that are important to you and why? Provide details and send through LinkedIn messages or *****************************.
$70k-110k yearly 1d ago
Executive Personal Assistant to CEO
C-Suite Assistants 3.9
Nashville, TN job
Executive Personal Assistant to CEO, Transportation Services Company, Nashville, Tennessee
The CEO of a highly successful transportation company that services veterans and the disabled throughout the country is looking for an Executive Personal Assistant to handle all things administratively needed for the CEO, being a true “right hand” strategic partner and taking as much off his plate as possible so he can focus on the business. This is an exciting opportunity to be a key player on the team, helping to make sure the CEO is well-organized, on task and prepared for scheduled meetings and events. The ideal candidate has 5+ years as an Executive Personal Assistant to a HNW principal or CEO. The ideal candidate is a creative thinker and a problem-solver who thrives on finding solutions with very little intervention and has a clear confident interpersonal style. This is a 5 day a week in the office position.
About the Job
Manage the CEO ‘s busy calendar and coordinate scheduling meetings and commitments, personal and professional
Optimize the CEO's time and priorities, acting as gatekeeper
Coordinate travel and logistics, including detailed itineraries, personal and professional
Expenses
Prioritize emails and craft emails and any other correspondence on his behalf
Be liaison to internal and external stakeholders; plan meetings including all logistics and collateral materials
Be the “go to” in the office for any office management needs
Plan dinners, special events
Special ad hoc projects; some personal work
About You
5+ years supporting a HNW, C-suite executive
Bachelor's Degree.
Proactive and anticipatory mindset - always ten steps ahead
High emotional intelligence and strong judgment; able to act independently
Ultra-organized and detail-oriented with great project management skills
Microsoft Office Suite; tech savvy
Strong communicator, diplomat, and relationship-builder
Discreet, and trustworthy
A warm engaging personality that likes to collaborate and make sure everything is done with a ‘high touch” service mentality.
Base salary plus discretionary bonus, 100% Comprehensive health benefits for employee
$44k-65k yearly est. 12h ago
Client Relations Coordinator - Oakwood, OH
Advisor Talent Solutions 4.3
Advisor Talent Solutions job in Ohio
Client Relations Coordinator Are you looking to advance your career and truly make a difference? Are you an organized, self-motivated individual with excellent interpersonal skills? Russell Total Wealth and Wellness in Oakwood, OH is looking for an Client Relations Coordinator. As a “master of phone sales,” this individual will be calling to convert leads; you will engage leads after they have shown interest in one of our many marketing funnels, including informational workshops/seminars, webinars, radio ads, TV ads, social media, website leads, YouTube videos, paid social media, etc. The ideal candidate will be a good conversationalist, an excellent communicator, express a positive attitude, be persistent and confident. They will have excellent follow-up skills and have the ability to build relationships over phone, email and text, while never making the lead feel uncomfortable or pressured. Key Traits:
Highly personable with a positive attitude
Excellent communicator
Ability to work independently with little supervision
Remarkable organizational and prioritization skills, with meticulous attention to detail
Goal-driven team player with a results-driven approach
Strong work ethic
An entrepreneurial perspective to build client base
Great customer service skills
Present self with a professional and polite manner
Comfortable communicating over phone and email, leveraging tools like Salesforce, Google Suite, calendar, scheduling, auto-dialers, SMS platforms and similar technology
Minimum Requirements:
Bachelor's degree preferred
2+ years of experience working alongside a Financial Advisor OR within a sales role tasked with scheduling appointments for a company
Proven record of getting prospects/clients engaged
Proficient with MS Office Suite
Experience with a CRM
Exceptional time management skills
Position Responsibilities:
Calling and scheduling with prospective clients
Implement and assist in the creation of contact strategies to keep open leads engaged with the brand, including appointment setting, appointment confirmations and event reminders - leveraging both phone and email
Track weekly and monthly progress of all calls made in CRM system, this includes number of calls made, appointments set and appointments kept
Consistent follow-up with prospective clients
Assist in the management of the Advisor's calendar through setting first appointments
Follow all protocols for appointment setting, including naming conversation, color coding and tracking
Speak with confidence about the firm's mission, core competencies, the services we provide and the content we produce
Understand the target client and their overall concerns regarding their retirement - including, but not limited to, market fluctuation, inflation, recession, required minimum distributions, and the like
Possess an awareness about upcoming events, content releases and other marketing strategies, and leverage these events to convert leads into appointments
Attend seminars/workshops
Update CRM with details on all conversations and appointments
Represent the Client brand in all lead and client interactions, including by phone, in email, and in person
Perform other duties and projects as assigned
Salary:
$45K + BIP (Bonus Incentive Program) + VKB (Visits Kept Bonus)
Program Details: BIP AVG: $8K-$10K per year VKB: ($20/15min Strat Call, $60 OTRR Visit, $100 BP {that has fallen off the sales process, Leadership approval required}) Monthly Tiers for VKB: 1-10 $20/$60 (Call/OTRR), 11-20 $25/$70, 21-30 $30/$80, 31+ $35/$100 Both BIP and VKB are paid quarterly. Benefits:
Health Insurance
PTO
Paid Holiday's
Quarterly bonuses
Cell phone and gym reimbursement
Free lunches
Team outings and group trips
Work-Life balance prioritized
Hours:
Monday-Thursday 9am - 5pm, Friday's 9am-12pm - Remote
1-2 evenings a month for client events
Presented by Advisor Employee Services Thank you for your interest in the Appointment Coordinator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
$45k yearly 60d+ ago
Social Media Manager + Content Creator
Valor Real Estate Development 3.9
Clearwater, FL job
At Valor Real Estate Development, we don't just develop luxury real estate-we architect the future. For over four decades, Valor and its partners possessed the rare ability to envision extraordinary possibilities where others only saw empty land. Our formula for excellence transforms emerging markets into coveted destinations, creating icons that spark community transformation and deliver exceptional returns.
Are you passionate about creating stunning, high-impact content that turns heads in the luxury real estate space? Do you have a strong visual skillset, an eye for elevated aesthetics, and the drive to innovate with cutting-edge AI content tools? We want to hear from you!
As we launch multiple new developments, we're seeking a Social Media Manager & Content Creator to support our Marketing and Sales teams by bringing our brand, properties, and lifestyle to life across digital platforms.
IF YOU ARE APPLYING PLEASE INCLUDE A REEL OF PAST PROJECTS
What You'll Do
Social Media Management
• Develop, manage, and execute social media strategies across Instagram, Facebook, LinkedIn, and X that align with brand and sales objectives
• Plan, schedule, and publish consistent, high-quality content that drives engagement and brand awareness
• Monitor performance metrics, engagement, and trends to optimize content and grow audience reach
• Collaborate with Marketing and Sales to support launches, events, and campaigns
• Maintain brand voice, tone, and visual consistency across all platforms
Content Creation
• Develop and execute creative concepts for visual content (photo and video) showcasing luxury properties
• Capture high-quality photos and videos with a strong eye for composition and detail
• Utilize AI content-generation tools to enhance efficiency and creativity
• Edit photos and videos using Adobe Creative Suite (Photoshop, Premiere Pro) and/or DaVinci Resolve
• Take projects from concept to final delivery, meeting deadlines with polished results
Computer Skills Required
• Adobe Creative Suite
• Video editing (Premiere Pro and/or DaVinci Resolve)
• Working knowledge of HTML and CSS
• MS Office Suite, OneDrive/SharePoint
• HubSpot
• Social media platforms and scheduling tools
What We're Looking For
• At least 3 years of experience as a Social Media Manager or in a similar role.
• Strong passion for media creation, especially in luxury real estate or lifestyle brands
• Exceptional visual taste and attention to detail
• Creative thinker who brings fresh ideas and innovative approaches
• Experience using AI tools for content creation or workflow optimization
• Proficiency in photography, videography, and post-production
• Solid understanding of social media best practices and platform trends
If you're excited about luxury branding, social storytelling, and creating content that sells lifestyle-not just real estate, we'd love to hear from you.
Compensation & Benefits
Salary ranges for this position vary by experience and role, typically starting from $60,000 and scaling based on qualifications up to $70,000. We proudly offer a comprehensive benefits package that includes medical, dental, and vision insurance, as well as paid time off. Please note: we are not working with external recruitment or headhunting firms for this position. By submitting your resume, you acknowledge that your application is voluntary and does not constitute a binding agreement or obligation on behalf of either party.
Valor Real Estate Development provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
Zippia gives an in-depth look into the details of Boston Realty Advisors, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Boston Realty Advisors. The employee data is based on information from people who have self-reported their past or current employments at Boston Realty Advisors. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Boston Realty Advisors. The data presented on this page does not represent the view of Boston Realty Advisors and its employees or that of Zippia.
Boston Realty Advisors may also be known as or be related to Advisors Holdings, LLC, BOSTON REALTY ADVISORS and Boston Realty Advisors.