Keller Williams Realty jobs in Weston, FL - 16218 jobs
Executive Team Leader
Keller Williams Realty Services 4.2
Keller Williams Realty Services job in Boca Raton, FL
Are you a driven, service-minded leader who knows how to inspire others and grow a business with heart?
Keller Williams Realty in West Palm Beach is seeking a friendly, empowering Team Leader who combines clear communication, strategic thinking, and authentic care for others. This is a chance to lead with confidence and compassion-shaping the culture, growth, and future of a high-performing real estate Market Center.
Key Responsibilities:
Recruit, coach, and retain talented real estate professionals
Lead with empathy and clarity to build a culture of collaboration and care
Coach agents to reach personal and financial goals
Deliver dynamic presentations and run engaging team meetings
Track growth metrics and lead the Market Center to profitable success
Promote Keller Williams' family-first, values-based culture
You Are:
A strong communicator who connects with people naturally
Highly competitive, but always collaborative and respectful
A strategic leader who lifts others up through guidance and accountability
Motivated by purpose and people-not just numbers
Grounded in integrity, compassion, and service
Known for mentoring, encouraging, and inspiring others to thrive
Opportunities for Growth:
Leadership Development: Access to KW's industry-leading leadership training
Career Advancement: Pathways to regional and national leadership roles
Business Coaching Certification: Grow as a coach and thought leader
Income Potential: Competitive salary with performance-based bonus structure
Personal Growth: Thrive in a culture that encourages balance, wellness, and family-first values
Qualifications:
3+ years in sales, leadership, real estate, or coaching
Experience in recruiting, team-building, or business development
Business-minded with a passion for people
Florida Real Estate License (preferred or willing to obtain)
Ready to Lead with Strength and Compassion?
$61k-99k yearly est. 2d ago
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Business Coach/Team Lead/Recruiter
Keller Williams Realty-Level 5 Leadership 4.2
Keller Williams Realty-Level 5 Leadership job in Miami Beach, FL
Job Description
Join Keller Williams Realty - Level 5 Leadership, located in the vibrant city of Miami Beach, Florida, renowned for its innovative approach and dynamic team environment. We are seeking a motivated Leader- Recruiter/Business Coach who will play a crucial role in inspiring and guiding our talented agents to achieve their fullest potential. This leader is at the heart of the action, working directly with our team members, offering firsthand coaching and recruitment strategies. Our leaders value collaboration, innovation, and growth, nurturing an atmosphere where every team member feels empowered to excel. If you are passionate about real estate, possess exceptional leadership skills, and thrive in a collaborative atmosphere, we invite you to make a significant impact by joining our team. Apply today to embark on a rewarding journey where your expertise can truly shine!
Benefits
Annual Base Salary + Bonus Opportunities
Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
Hands on Training
Career Growth Opportunities
Profit Share Opportunity
Paid Time Off (PTO)
Responsibilities
Team Recruitment: Identify and recruit real estate agents who demonstrate commitment to growth and ambition.
Coaching & Development: Provide structured mentorship and coaching for team members to enhance their skills and promote professional growth.
Performance Management: Monitor and evaluate agent performance, offering feedback and strategies for improvement.
Goal Setting: Collaborate with team members to establish individual and team goals, ensuring alignment with company objectives.
Networking: Attend industry events and build relationships within the real estate community to enhance recruitment potential.
Team Meetings: Organize and lead regular meetings to discuss progress, address challenges, and celebrate achievements.
Requirements
Experience: A proven track record of results in with a love for recruiting, coaching and leadership.
Leadership Skills: Ability to lead, mentor, and motivate a team towards achieving set goals.
Communication: Excellent verbal and written communication skills, with the ability to effectively interact with diverse individuals.
Analytical Skills: Strong capability to analyze business metrics and identify areas for improvement.
Problem-solving: Adept at identifying problems and implementing effective solutions.
Time Management: Excellent organizational skills, with the ability to handle multiple tasks simultaneously.
Local Knowledge: Familiarity with the Miami Beach real estate market is advantageous.
$52k-77k yearly est. 6d ago
Customer Services Specialist
Savills North America 4.6
Miami, FL job
ABOUT THE ROLE
The Client Services Specialist will support a top-producing four-person leasing team in Miami, led by the Vice Chairman and Co-Head of Florida for the Miami Office. This person will play a central role in keeping the team organized and efficient, helping manage projects, client deliverables, and daily operations. The ideal candidate is a fast learner who thrives in a busy environment, takes initiative, and helps the team stay on track across all active assignments.
KEY RESPONSIBILITIES
Marketing Coordination
Lead all aspects of the team's marketing efforts, from concept through execution, for property campaigns, client presentations, and new business pursuits.
Lead Social Media Management efforts such as LinkedIn a plus
Develop, proof, and produce marketing materials including proposals, pitch decks, offering memorandums, and brochures that align with Savills' brand standards.
Use Salesforce, LinkedIn, CoStar, and Exact Target to support prospecting, marketing outreach, and engagement tracking.
Coordinate photography, floor plans, and other creative assets with vendors and internal teams.
Maintain and organize the team's contact database while improving marketing processes for better efficiency and results.
Financial Support
Handle billing, invoicing, and expense reports for the team.
Update and maintain stacking plans and other financial tracking tools in Excel.
Administrative Support
Greet and assist guests; answer and route incoming calls.
Manage incoming and outgoing mail and packages.
Keep Salesforce and other CRM databases accurate and up to date.
Schedule meetings, conference calls, and team activities.
Set up conference rooms and prepare materials for client meetings.
Client Interface
Help prepare materials and presentations for client meetings.
Participate in client pitches as needed.
Coordinate communication and logistics between the team and clients.
Process Management
Work closely with the team to manage all active projects and client assignments from start to finish.
Keep track of deliverables, deadlines, and follow-ups to ensure nothing falls through the cracks.
Anticipate next steps and help keep the team organized and accountable.
Serve as the central point of coordination for ongoing projects and team priorities.
Partner with other Client Services Specialists and Operations staff on office-wide initiatives.
Qualifications
Bachelor's degree preferred (Business, Marketing, Communications, Real Estate, Finance, or related field).
Professional, proactive, and able to work both independently and as part of a team.
Minimum of 3+ years of experience in marketing, administration, or commercial real estate preferred. Engagement and interaction with support of upper management is important.
Strong skills in Microsoft Office (Namely: Excel, PowerPoint, Word) and Salesforce.
Familiarity with Adobe InDesign, CRM, and email marketing tools such as SalesForce a plus.
Excellent written and verbal communication skills.
Strong organizational skills, attention to detail, and the ability to handle multiple priorities.
WHY JOIN US?
Join one of Miami's most established office leasing teams at Savills. This position offers exposure to all sides of the business-marketing, financial analysis, and client strategy-and is a great opportunity for someone looking to build a long-term career in commercial real estate.
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.
$27k-36k 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. 1d ago
FP&A and Strategic Finance Manager
Savills North America 4.6
New York, NY 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.
Savills North America is seeking an FP&A and Strategic Finance Manager to join our dynamic and collaborative team. The ideal candidate is mission-driven, action-oriented, analytical, and able to thrive in a growing and fast paced environment. This individual should have a track record of analytical acumen and rigor, process discipline, and cross-functional collaboration to align decision making and business goals and objectives. The position will work directly with the Chief Financial Officer (CFO) and Executive Team, along with cross-functional teams to ensure the organization is advancing its financial initiatives aligned with Savills goals and objectives.
ESSENTIAL DUTIES & RESPONSIBILITIES
Recruitment and M&A:
Support the executive committee in broker recruitment and M&A processes, which includes due diligence, production of detailed financial models to evaluate opportunities, and creation of investment board packages.
Represent and support the constructs of finance's Transformation (i.e., decision support) and Finance Leadership and Growth Attribute's models.
Develop actionable insights to inform Recruiting and M&A decisions and business strategy.
FP&A:
Assist with the development senior management review materials aimed at facilitating decision-making and business performance assessments including monthly results, forecasts, pipelines, etc..
Maintain the Company's multi-year planning model to facilitate scenario analysis and ongoing tracking of long-term objectives.
Identify opportunities to enhance systems, tools, and processes that improve efficiency, transparency, and scalability- focusing on using technology and PowerBi.
Other duties may be assigned based on the company's strategic initiatives.
Mentor and develop the FP&A Analyst as well as fostering a culture of learning and collaboration across all business functions
QUALIFICATIONS
Bachelor's degree (Finance, Economics, Business, or related field preferred)
5+ years of experience in pricing, financial analysis, or a related business discipline-preferably within commercial real estate, professional services, or financial sectors
QUALITIES & ATTRIBUTES
Strong sense of integrity with the ability to handle sensitive issues and maintain confidentiality.
Strong analytical mindset: able to synthesize data from multiple sources into actionable business insights.
Advanced proficiency in Microsoft Excel and PowerPoint. Experience with Power BI, SQL, or CRM systems (e.g., Salesforce or Dynamics) is a plus.
Strong time management skills with the ability to manage multiple priorities and meet critical deadlines.
Proven ability to work effectively in a fast-paced, cross-functional, and global environment.
Superior written, verbal, and presentation skills with the ability to distill complex information for a variety of audiences.
Outstanding ability to communicate and break down complex ideas into digestible, simpler components.
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.
$110k-163k yearly est. 4d ago
Marketing Associate
Foundry Commercial 4.2
Orlando, 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.
At Foundry, we serve our clients best by attracting and unleashing the most talented and courageous professionals in industry, all while having fun and building a lasting impact on the broader community. Don't just take our word for it. The best way to experience our culture is to immerse yourself in it. But be prepared - it's contagious!
Foundry Commercial is seeking a Marketing Associate for the Orlando office. The professional should be positive, proactive, provide efficient and accurate administrative assistance, customer service, and coordination for revenue producers and others as needed. The successful candidate is laser-focused on delivering the best-in-class materials and results to our brokers and clients on or ahead of schedule.
The Marketing Associate will play a key role in supporting the brokerage team by developing and executing marketing initiatives that showcase properties, drive client engagement, and support business growth. This role requires a collaborative and detail-oriented professional who can create high-quality marketing materials, manage digital campaigns, and coordinate effectively with brokers and other stakeholders.
Key Responsibilities:
Brokerage Support:
Collaborate with brokers to design and produce property marketing packages, including flyers, brochures, offering memorandums, proposals and more.
Customize marketing materials to align with client and property-specific needs.
Support brokerage teams in preparing for presentations and client meetings.
Property Marketing:
Manage online property listings on various platforms, ensuring accuracy and optimization.
Coordinate or take professional photography, videography, and virtual tours for listed properties.
Develop email campaigns to promote listings and track performance metrics.
Order property leasing signs and any additional on-site branded needs.
Digital Marketing:
Maintain the brokerage team's presence on social media, creating and scheduling posts to highlight listings, market trends, and team achievements.
Assist with website updates, including property pages and blog content.
Market Research and Insights:
Conduct research on market trends, comparable properties, and demographics to enhance marketing strategies.
Provide brokers with up-to-date market data and analytics to support client interactions.
Event Coordination:
Assist in planning and promoting brokerage-related events.
Coordinate event logistics and materials.
Administrative and Additional Tasks:
Maintain a database of marketing assets and property data.
Track project timelines and ensure all marketing deliverables are completed on schedule.
Process commission vouchers for the brokerage teams.
Assist in special projects as needed from other marketing areas of the business.
Qualifications:
College degree preferred
2-3 years' experience supporting multiple people preferable in the commercial real estate industry or other professional services organization
High level of proficiency and working knowledge of Microsoft Word, Excel, and Outlook
Working knowledge of Adobe Creative Suite including: InDesign, Photoshop, Illustrator
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.
$36k-58k yearly est. 1d ago
Office Coordinator
Savills North America 4.6
Tampa, FL job
ABOUT SAVILLS
At Savills, a leading global commercial real estate services firm, we help organizations find the solutions that ensure employee success. Sharply skilled and fiercely dedicated, our integrated teams of consultants and brokers are experts in better real estate. With services in tenant representation, capital markets, project management, workforce/incentives, and workplace strategy/occupant experience, we've boosted the potential of workplaces around the corner, and around the world, for 160 years and counting.
Savills is looking for an Office Coordinator in our Tampa, Florida office to provide support to the Portfolio Solutions team to help them achieve their business plan goals and objectives each year. This individual will be responsible for preparing proposals, PowerPoint presentations and communication materials. They will also coordinate the distribution of internal and external marketing information.
The ideal candidate is mission-driven, action-oriented, and able to thrive in a growing and fast paced environment. The role will leverage administrative and technical skills to provide support to and work collaboratively with the entire office.
KEY DUTIES AND RESPONSIBILTIES
Greet and assist office guests.
Answer/route all incoming calls.
Handle all incoming and outgoing mail - i.e., Fed Ex, USPS, UPS, receive, sort, scan and distribute to appropriate individuals.
Maintain, schedule and set-up conference room in preparation of broker/client meetings, lunches, training, or special events.
Maintain upkeep of kitchen, including cleanliness and tracking and ordering of kitchen/vendor supplies.
Responsible for office record keeping (employee addresses, emergency contacts).
Provide administrative and technical support to assigned team as needed.
Accurately prepare building reports, tour books and other correspondence to meet brokers' demands and clients' needs, often under tight time constraints.
Assist with basic graphical support.
Copy, print and bind presentation materials.
Conduct online research.
Coordinate on/offsite meetings including scheduling appointments, keeping calendars, and arranging travel itineraries and meeting room reservations.
Perform accounting functions which may include preparation of expense reports and billings.
Complete additional duties and responsibilities as assigned
COMPETENCIES
Effectively communicate, interact, and collaborate with brokers, staff, vendors and clients
Consistently demonstrate a high level of performance and professionalism
Ability to multi-task and meet deadlines in a high-pressure environment
Excellent verbal and written communication skills
Maintain discretion and exhibit sound decision making skills
Exhibit a high level of attention to detail
Strong work ethic and positive attitude
Advanced knowledge of Microsoft Office Suite (i.e. word, excel and power point)
Working knowledge of Adobe InDesign/Illustrator or graphics knowledge a plus
Excellent organizational and time management skills; ability to multi-task and prioritize workload under pressure
Self-starter who works independently and thinks proactively and strategically
Ability to adapt to company specific software.
PREFERRED EDUCATION AND EXPERIENCE
1-2 years of related office experience in support of a senior executive or team of
executives. (Real Estate or Professional Services industry experience a plus)
Bachelor's Degree preferred and or equivalent combination of education and
experience
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. All qualified applicants, including minorities and women, are encouraged to apply.
Savills participates in the E-Verify program.
$29k-36k yearly est. 1d 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. 1d ago
Real Estate Agent / Associate (Capital Markets)
Greysteel 4.1
San Diego, CA job
The Greysteel Company
Smart investments begin with sustainable relationships.
Greysteel is a leading advisor for private, middle market, and institutional real estate investors. Our collaborative platform optimizes solutions for our clients by providing end-to-end investment services including investment property sales, capital markets, and structured finance. The ability to blend cutting-edge technology, market expertise, and proven proprietary processes uniquely positions Greysteel's advisors to deliver best‑in‑class client service.
Greysteel's advisors create a market for each engagement, spanning all commercial property investment activities, from asset dispositions to senior loans and structured financings. Our reputation as market creators has been built on consistently solving complex challenges by leveraging our data and technology suite to identify and execute the optimal capital event for our clients.
The Opportunity
Greysteel is seeking self‑motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel's collaborative platform for their success. As a mortgage broker your primary focus will be to develop and maintain client relationships by providing best‑in‑class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel's Engine; a powerful infrastructure that includes industry‑leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team.
Key Responsibilities
Leverage Greysteel's collaborative platform to advise clients on their commercial real estate transactions.
Become an expert in your market by staying up to date on industry trends and activity.
Prospect, cultivate, and maintain client relationships.
Conduct and present in-depth property analysis, financial modeling, sales and due diligence reviews.
Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process.
yourself, your colleagues, and Greysteel with professionalism and integrity.
Successful Advisors Have
An entrepreneurial mindset and strong desire to build your own business.
An exceptional work ethic.
Demonstrated ability to work independently, set and exceed goals.
Coachability and eagerness to constantly learn.
The ability to communicate complex ideas.
A Bachelor's degree or two years related work experience.
What We Offer
A powerful training and development program with exposure to a vast network of industry professionals.
Collaborative platform and a shared database of clients.
The freedom to build your own business within a proven model for success supported by the Greysteel Engine.
Unlimited earning potential through a commission‑only role.
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$84k-120k yearly est. 5d ago
Subcontractor Prequalification and Data Integration Coordinator
Stiles 4.1
Fort Lauderdale, FL job
About the Company
For over 70 years, Stiles has been a leader in commercial real estate across the Southeast. Headquartered in downtown Fort Lauderdale, we're a full-service firm with expertise in development, construction, architecture, realty, and property management - plus specialties in financing, acquisitions, and repositioning. With over 50 million square feet of projects delivered, our award-winning work has helped shape skylines and communities alike. Be part of a team that invests, builds, and manages with purpose.
About the Role
We are seeking a detail-oriented and proactive Subcontractor Prequalification & Data Integration Coordinator to manage the end-to-end process of subcontractor prequalification invitations, tracking and progressions supporting our Subcontractor Default Insurance (SDI) program. This role is also responsible for maintaining data integrity between our subcontractor invitation-to-bid software and internal databases, ensuring seamless communication and accurate records across platforms.
Key Responsibilities:
Subcontractor Prequalification Management:
Coordinate and send prequalification invitations to subcontractors participating in the SDI program.
Track responses and follow up with subcontractors to ensure timely completion.
Maintain accurate records of prequalification status and documentation.
Data Synchronization & Integration:
Ensure subcontractor data is consistently updated and synchronized between the SDI platform and invitation-to-bid software.
Monitor data flows and troubleshoot discrepancies between systems.
Collaborate with IT and software vendors to optimize integration processes.
Reporting & Compliance:
Generate regular reports on prequalification status, compliance metrics, and data integrity.
Support audits and internal reviews by providing accurate and timely documentation.
Ensure all processes align with company policies and insurance program requirements.
Gather information for bordereau reports and update with risk managers.
Stakeholder Communication:
Serve as a liaison between project teams, risk management, accounting and subcontractors regarding prequalification and data issues.
Provide training and support to internal users on software tools and workflows.
Qualifications:
Experience with subcontractor management, insurance programs, or construction operations preferred.
Familiarity with invitation-to-bid platforms (i.e., SmartBid) and database tools.
Strong organizational skills and attention to detail.
Excellent communication and problem-solving abilities.
Proficiency in Excel and data management systems.
Stiles is an Equal Opportunity Employer.
We are committed to providing equal employment opportunities to all individuals regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status in accordance with applicable federal, state, and local laws.
$37k-59k yearly est. 3d ago
Home Sales & Titling Administrative Assistant
RHP Properties 4.3
Farmington Hills, MI job
Headquartered in Farmington Hills, Michigan, RHP Properties (************ is the nation's largest private owner and operator of manufactured home communities. With over 370 communities throughout 30 states, we continue to expand our footprint to provide accessible and affordable housing across the country. All of this would not be possible without the energy and drive of our talented teams! We invest in our team members, with regular training, opportunities for advancement, and team events to bring everyone together.
We are presently seeking an individual to assist the Director of Home Sales and Titling in daily operations.
As a successful Home Sales and Titling Administrative Assistant, you will:
Check Home Rent in Q2
Checking in Physical Inventory Titles Received
Close Rentals - review docs, updated BSDB & MOVE
Enter Commissions with accuracy
Complete Filing and Digitizing Files with accuracy
Complete Home Sale Check Requests with accuracy
Scan and Save MSO with Invoices
Scan Inventory Titles
Type Closing Docs
Upload Inventory Titles to the BSDB
Prioritize and Manage Workload Effectively
Respond and follow through on emails in a timely fashion.
See tasks through completion
Perform other duties, as assigned
Job Requirements:
High School Diploma or GED preferred.
A minimum of 1 year of office experience required; property management experience preferred.
Manufactured Housing or Vehicle Titling experience preferred, but not required.
Ability to communicate clearly with all levels of personnel.
Ability to understand legal documents and titles.
Proficiency with Microsoft Office, Specifically Word, Excel, and Outlook.
Excellent customer service, organizational, time management, and follow-through skills.
Detail oriented, the ability to multitask, and be a team player in a fast-paced environment.
Maintain a valid driver's license at all times.
We are Proud to Provide the following:
Access to benefits including medical, dental and vision insurance
Short-term and long-term disability
Life insurance
Generous Paid Time Off and holidays
Flexible spending account
401 (k) with company match
$36k-42k yearly est. 4d ago
Business Development Representative (Title)
Sage Title Group, LLC 3.6
Salisbury, MD job
Join Sage Title as a Business Development Representative and become the driving force behind our growth! In this dynamic role, you'll build strong relationships with real estate and title professionals, expand market share, and represent our brand at industry events. You'll lead real estate and title closings, deliver educational seminars, and develop innovative strategies to connect with brokers, Realtors, and lenders. If you're a self-starter with a passion for sales, compliance expertise, and a knack for creating lasting partnerships, this is your chance to make an impact in a fast-paced, rewarding environment. Competitive salary, performance incentives, and a full suite of benefits await!
The Business Development Representative conducts real estate settlements, market title services throughout the territory and ensures compliance in accordance with the company's policies and procedures, all U.S. state and federal laws and regulations.
Job Duties and Responsibilities
(Essential Job Functions)
Build and maintain relationships with prospects, existing customers, Real Estate brokerages, Realtors and lenders.
Increase market share within the assigned region
Demonstrate knowledge of Company, as well as competitors' products and services;
Develop leads and sales opportunities and follow through with defined sales plan;
Report business development and sales activity;
Represent Sage Title in the market and at industry events;
Promote open communication maintain mutually beneficial, productive internal relationships;
Conduct real estate closings.
Offer real estate educational seminars for brokers and realtors.
Adhere to company policies and procedures and perform other duties as requested or assigned
Performance Expectations
Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management.
Perform responsibilities as directed achieving desired results within expected time frames and with a high degree of quality and professionalism.
Establish and maintain positive and productive work relationships with all staff, customers, and business partners.
Demonstrate the behavioral and technical competencies necessary to effectively complete job responsibilities. Take personal initiative for technical and professional development.
Follow the company HR Policy, the Code of Business Conduct and all subsidiary and department policies and procedures, including protecting confidential company information, attending work punctually and regularly, and following good safety practices in all
Qualifications
Education:
Bachelor's Degree or equivalent work experience required;
Experience:
3-5 years sales experience, real estate and title experience/background preferred.
Knowledge and Skills:
Self-starter with good follow-through skills
Social Media Savvy; proficient with establishing and maintaining a marketing database platform;
Proficiency with Microsoft Office programs such as Word, Excel, and Outlook;
Possess working knowledge of RESPA and other federal, state and industry compliance requirements;
Strong customer service, communication, organization and analytical skills with attention to detail.
Other (licenses, certifications, schedule flexibility/OT, travel, etc.):
Notary Public Certification Preferred;
Possess and maintain valid driver's license and vehicle insurance.
Reliable vehicle and ability to travel on a daily basis through assigned territory on a scheduled or unscheduled basis.
Title Insurance License with ability to obtain appointment with company underwriter, if does not hold license must obtain title insurance license within allotted number of days of hire.
Wage: $45,000 - $51,750 annually; actual wage is based upon education and experience. Potential for formulary incentive plan, based on financial results.
Benefits: Full suite of benefits including Medical, Health Savings Account, Dental, Vision, Life Insurance, Paid Vacation (PTO), 401(k) with employer match, Flexible Spending Account, and Employee Assistance Program (EAP)
Equal Opportunity Employer
$45k-51.8k yearly 1d ago
Vice President of Marketing
Russ Lyon Sotheby's International Realty 4.1
Scottsdale, AZ job
Russ Lyon Sotheby's International Realty is seeking a strategic, hands-on Vice President of Marketing to lead brand and marketing strategy across Arizona. As a premier luxury real estate brokerage, we connect discerning clients with exceptional properties and deliver a consistently elevated experience for clients and advisors.
This role will set marketing direction, build scalable operating rhythms, and drive measurable outcomes across brand visibility, advisor enablement, recruiting, and digital performance. The VP of Marketing will partner closely with executive leadership, brokerage leadership, and office leaders while empowering the Director of Marketing and other members of the team to deliver high-quality output at speed.
Essential Responsibilities
Own and evolve the statewide marketing strategy, positioning, and go-to-market plans to grow brand visibility, advisor recruitment, and market share
Lead marketing operating cadence across multiple offices and regions, ensuring alignment, prioritization, and consistent execution
Oversee advisor marketing enablement and high-volume collateral production through clear workflows, quality standards, and service-level expectations
Manage, mentor, and scale the marketing organization, including performance management, hiring, and team development
Own the annual marketing budget, vendor strategy, and ROI reporting across channels and programs
Lead digital strategy and performance across website, SEO, paid media, social media, email, CRM, and marketing automation, with continuous optimization tied to KPIs
Establish performance dashboards and reporting for leadership, translating data into decisions and action plans
Strengthen brand governance and consistency across all touchpoints, ensuring alignment with Sotheby's International Realty brand standards and local market differentiation
Build relationships with external partners, agencies, vendors, and media to expand earned exposure and premium partnerships
Serve as a strategic advisor to executive leadership and brokerage leadership to ensure marketing priorities match business goals
Qualifications
10+ years of marketing experience, including 5+ years leading teams in a high-output environment
Background in luxury real estate is a plus. We are also open to leaders from adjacent luxury industries who are accustomed to delivering world-class service and operational excellence
Proven ability to lead multi-channel marketing strategy with measurable outcomes and strong operational execution
Strong people leadership - demonstrated success building, coaching, and scaling teams
Deep comfort with data - ability to define KPIs, build reporting rhythms, and optimize performance based on insights
Strong communication skills with the ability to influence agents, office leadership, and executive stakeholders
Highly organized, able to manage multiple priorities across geographies, and comfortable making tradeoffs quickly
Vendor and budget management experience, including agency oversight and contract negotiation
This role is based onsite to foster collaboration with our marketing team and leadership. After an initial ramp-up period, the VP may incorporate one to two flex/WFH days per week.
Travel to multiple Russ Lyon Sotheby's International Realty offices is expected to ensure strong presence and partnership across the region
$139k-189k 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. 2d 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. 5d ago
Senior Client Services Coordinator
Savills North America 4.6
Charlotte, NC job
ABOUT SAVILLS
At Savills, a leading global commercial real estate services firm, we help organizations find the solutions that ensure employee success. Sharply skilled and fiercely dedicated, our integrated teams of consultants and brokers are experts in better real estate. With services in tenant representation, capital markets, project management, workforce/incentives and workplace strategy/occupant experience, we've boosted the potential of workplaces around the corner, and around the world, for 160 years and counting.
This position will require a dynamic, client focused individual to perform EA duties and provide best-in-class client service. The Sr. Client Services Coordinator should be a self-starter and action - oriented individual that thrives in a dynamic environment, takes initiative, is a creative thinker and a team-player.
In this role, you will be responsible for the coordination and management of client-related activities for the brokers and their teams. This includes developing marketing campaigns, sales materials, and working with internal and external stakeholders as required. The ideal candidate needs to demonstrate experience in managing day-to-day personal and business activities for a very busy executive team
KEY DUTIES AND RESPONSIBILTIES
Provide marketing, administrative, and organizational support to a team of high-performance sales professionals.
Assist with the development and writing of marketing and presentation materials, client offers, proposals and other required documentation for the team.
Produce and maintain databases, surveys, digital filing systems and other records.
Produce high quality graphic design artwork to support marketing efforts using various computer software packages for either print or internet.
Coordinate and manage content development for marketing packages for print and digital platforms.
Assist with organizing client and corporate events.
Performs EA duties, such as drafting communication, calendar management, travel arrangements and itineraries, printing/scanning/filing various documents
Maintaining client and sales databases and confidential files
Assist with maintaining and ordering of technology (laptops, etc.) and assist with Helpdesk requests.
Assist with expense reports, bill payments and deal summaries for all producers
Perform any other relevant duties as assigned.
Support office in maintaining a presentable environment (i.e. stocking office supplies, common area upkeep, etc.)
Assist producers and Operations team in hosting clients and vendors (i.e. order meals, set up of conferencing areas, etc.)
Ideal candidate must function well under high pressure situations, able to maintain and manage quick turn arounds from time to time
QUALIFICATIONS
Ideal candidate would be tech and social media savvy in today's professional work environment.
Expert Level or higher with Word, Excel, PowerPoint, Canva and Salesforce.
Proficiency and experience with Adobe Creative Suite (InDesign, Photoshop, Illustrator) preferred.
Proficient user of social media such as LinkedIn and electronic client mailing platforms.
On occasion the ability to work longer hours to meet client deadlines.
Commercial Real Estate, high level C Suite, law firm or investment banking background required.
PREFERRED EDUCATION AND EXPERIENCE
Bachelor's degree
5+ years' C-Suite level experience.
Savills values a diverse work environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without egard 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.
$31k-41k yearly est. 3d ago
Learning & Development Associate
Ginkgo Residential 3.6
Charlotte, NC job
Under the direction of the Director of Learning and Development, the Learning and Development Associate will support the development, implementation, facilitation, and evaluation of all organizational training programs. The Learning and Development Associate will directly aid the department's commitment to ensure team members achieve career satisfaction, advancement, and professional growth. This role will drive this commitment by ensuring all team members develop the skills, knowledge, and competencies required by Ginkgo Residential to meet organizational objectives.
Primary Duties:
Supports in the design, development, coordination, and delivery of organizational training programs including virtual webinars, in-person events, blended learning, and career progression programs.
Creates, updates, and maintains all formal learning content and materials, including computer-based courses, manuals, presentations, handouts, training videos, onboarding and transition checklists.
Trains new hires and transitional roles on all necessary systems, skills, and procedures by employing varied methods of learning delivery, tools, concepts, and practices to accommodate multiple learning styles and organizational needs.
Coordinates training needs and schedules for all corporate departments, tracking and creating reports on outcomes of all training and maintaining records that align with organizational goals.
Maintains strong partnership with Learning and Development, Human Resource department leaders and executive stakeholders to understand the evolving learning and development needs of our talent pool.
Acts as a liaison for all external training providers to arrange delivery of specific training and development programs as per identified training needs.
Provides ongoing assessment of effectiveness of training, measuring participant accomplishments and performance through post-learning evaluations to measure training effectiveness, successes, and impact on key performance indicators.
Monitors, tracks, and follows-up with employees and supervisors to ensure that team members complete required training and training documentation.
Job Requirements:
Bachelor's degree from an accredited college or university, or equivalent work experience.
Must be a great communicator with the ability to effectively describe complicated ideas to different audiences.
Must be highly organized, proficient in time management, and possess excellent public speaking skills.
Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and Zoom
Instructional design and digital content creation is a plus!
Ability to effectively organize and manage multiple training initiatives simultaneously.
Excellent written and verbal communication skills, including ability to develop and conduct clear, concise, and relevant presentations grounded in adult learning theory and methods.
Ability to work well in a team as well as independently with limited oversight; is self-motivated and results driven.
Strong interpersonal skills with the ability to communicate and interact competently and professionally at all levels.
Passion for generating a lasting impact.
About Ginkgo Residential LLC
Ginkgo Residential LLC is an integrated multifamily investment, management and redevelopment company based in Charlotte, North Carolina. We currently manage over 8,600 apartment units in 55 communities with a geographic footprint that encompasses the entire southeast.
Ginkgo Residential is an Equal Opportunity Employer.
$27k-40k yearly est. 3d ago
Compliance Manager
First Title & Escrow 3.7
Pittsburgh, PA job
Remote
9:00am-5:30pm EST
*Candidates MUST have experience in Title & Escrow*
As a Compliance Manager you will be responsible for developing, implementing, and managing the company's compliance program to ensure adherence to federal, state, and investor regulations governing the title and closing industry. This position provides oversight and guidance to ensure operational integrity, mitigate risk, and maintain compliance with industry standards, including ALTA Best Practices, state licensing requirements, and lender expectations. If you are analytical, organized and have strong communication skills, with a proven ability to manage multiple projects across various categories this is the perfect position.
What You'll Do:
Develop, implement, and maintain comprehensive compliance programs aligned with federal, state, and local regulations governing title and settlement operations.
Monitor changes in legislation and regulatory requirements, and proactively update policies and procedures accordingly.
Conduct internal audits, risk assessments, and compliance reviews to identify potential areas of concern and implement corrective actions.
Complete and maintain SOC II & ALTA Best Practice requirements, annually
Provide guidance and training to employees on compliance policies, ethical standards, and regulatory requirements.
Request new underwriting agreements, E&O Insurance, bonds and licensing for new JV Partners.
Investigate compliance issues, complaints, and violations, documenting findings and recommending resolutions.
Serve as the primary point of contact for regulatory agencies and respond to audits or inquiries.
Collaborate with legal, operations, and risk management teams to ensure consistent compliance practices across all offices and business units.
Prepare and present regular compliance reports to senior management.
Promote a culture of ethical conduct and compliance awareness throughout the organization.
What You Need:
Bachelor's degree in Business, Law, Finance, or related field; advanced degree or certifications (e.g., CRCM, CCEP) preferred.
Minimum of 5 years of experience in compliance, legal, or regulatory roles, preferably in the title, settlement, or financial services industry.
Strong knowledge of federal and state real estate, title, and settlement regulations.
Experience with risk assessment, internal auditing, and policy development.
Excellent analytical, organizational, and problem-solving skills.
Strong communication and interpersonal skills with the ability to train and influence employees at all levels.
High ethical standards and the ability to handle sensitive information with confidentiality.
About First Title
First Title is a technology-forward leader in the title insurance and closing services industry. Headquartered in the Washington, D.C. area, with strategic regional offices nationwide, First Title leverages deep industry expertise in origination and default title, closing and property information services to deliver superior solutions to the country's top financial services organizations, real estate companies and government agencies. Unlike traditional title agencies, First Title provides comprehensive strategic consulting, implements rigorously vetted digital platforms, and offers highly personalized services designed to drive client success. At the heart of this commitment is the company's customized Resware application, which streamlines processes, accelerates turn times, and reduces operational inefficiencies, ultimately enhancing value and profitability for clients across the nation. By maintaining an unwavering focus on results, First Title continues to set new standards for innovation and client outcomes in the title services market.
$72k-108k yearly est. 3d ago
In-Home Sales Consultant
Rapid Home Service Group 3.3
Port Jefferson Station, NY job
Rapid Home Service Group - Long Island, NY
If you've got sales skills, people skills, and big goals, this might be the shot you've been waiting for.
At Rapid Home Service Group, we're building the future of home services. Roofing, decks, and remodeling - all done faster, cleaner, and more professionally than the industry has ever seen.
But this isn't just about what we build for homeowners - it's about what we're building
inside
the company.
Our culture runs deep. It's built on accountability, discipline, and a commitment to becoming the best version of yourself, both in and out of work.
We call it our HERO Sales Culture - and it's the heartbeat of Rapid.
In a Hero Sales Culture, salespeople are protectors and advocates who willingly sacrifice for the entire organization. Every paycheck. Every family. Every future at Rapid depends on your success. This isn't pressure-it's an honor. It's a responsibility that hero salespeople embrace with pride. When you close deals, you're not just hitting targets-you're protecting everyone's livelihood.
Take a minute to check out our HERO Sales Culture Guide. It explains exactly who we are, how we operate, and what kind of people thrive here.
Its attitude over skills at Rapid.
If you don't align with our values or the idea of becoming a HERO - don't apply.
But if you're ready to grow, lead, and build something massive with a team that actually lives what it preaches - welcome home.
We're a Long Island-based powerhouse flipping the home service game on its head - using technology, systems, and culture to dominate markets while delivering an experience homeowners actually enjoy.
We're building the most respected home service brand in America.
A HERO SALES CULTURE AT RAPID -> READ DOCUMENT BEFORE APPLYING.
What You'll Do
Meet pre-qualified homeowners across Long Island (no cold calls, no door knocking)
Help design dream projects - roofing, decking, or remodels
Use simple but cutting-edge tech to quote full jobs in minutes (no spreadsheets or guesswork)
Present clear, value-driven options that make buying easy
Work hand-in-hand with your inside sales support team that keeps your calendar full
Follow our proven sales system that's built to make you win
Day-to-Day - What It Actually Looks Like
Every morning, our team trains together live at HQ from 8-9am - sharpening skills, pushing each other, and leveling up daily to keep you closing at your best.
You'll then run 1-3 pre-qualified appointments a day (all set for you)
Averages 6-15 appointments a week
Between appointments, you'll be closing loops - following up on open quotes, rehashing past opportunities, and turning old leads into new wins.
All appointments are on Long Island - Nassau and Suffolk County
What You'll Need
A valid driver's license
A drive that won't quit - hungry, competitive, and coachable
Comfort using iPads and quoting software (we'll train you)
A clean, confident, trustworthy presence in the home
Previous in-home sales or construction experience helps - but attitude wins
What You'll Get
Uncapped commissions - top reps earn $125K-$300K+
No cold calling - your appointments are set for you
Daily tech & sales training - we invest in your success - DAILY.
Full-time inside sales support - helping you close more deals, faster
Real growth path - leadership, management, and multi-division opportunities
Schedule
Flexible scheduling, but this is a lifestyle role.
Evenings and weekends are when deals close - we play where the money is.
Why Work With Us
Rapid Home Service Group isn't just another contractor - we're building a revolutionary home-service platform.
If you want to be part of a movement that's changing the way America experiences roofing, decking, and remodeling, you'll fit right in here.
How to Apply
We keep it simple. Submit your info here - no drawn-out forms, no awkward calls.
Once you apply, you'll be invited to our daily live sales training at our Long Island HQ in Bohemia where we can meet you and get to know each other.
Learn more here: DAILY SALES MEETUP
All inquiries and training invitations are handled discreetly and kept 100% confidential.
Come learn, connect, and see how we train the best salespeople in the home-service game.
If you've got the hunger, we'll give you the platform.
Let's build something massive together.
Apply now.
$54k-90k yearly est. 2d ago
Executive Personal Assistant
C-Suite Assistants 3.9
Mamaroneck, NY job
Executive Personal Assistant to Sole Principal, Securities Brokerage and Insurance Firm/Family Office, Mamaroneck, NY, In-Person, 5 Days
A sole owner of a securities brokerage and insurance firm with well-established clients and a family office is looking for an experienced and highly organized “right hand” Executive Personal Assistant. The ideal candidate has at least 5 years of experience supporting a HNW Principal, preferably in the brokerage/ finance space and will like to work at his home office on a daily basis, preferring a small office environment where you will get involved in many projects, personal and professional.
About The Job:
Serve as the primary administrative support, “right hand” to the principal, managing his calendar, scheduling meetings and prioritizing his in-box, personal and professional.
Manage personal and professional projects including a home construction project and house maintenance.
Manage commercial real estate holdings
Arrange domestic and international travel arrangements
Craft and edit emails and other correspondence on his behalf; speak to broker dealers/clients on a regular basis; maintain client and broker dealer files; financial reporting
Handle work with charitable organizations
Plan dinners, events
Track and manage deadlines, priorities, and follow-ups for the principal
Expense reporting
Personal work; errands and special projects
Professional ad hoc projects
About You:
At least 5 years of experience as an Executive Personal Assistant supporting a HNW C-Suite executive, preferably at a small finance firm or family office. Experience at a brokerage firm also highly desired
Bachelor's Degree; finance degree a PLUS
Detail-oriented and organized with exceptional problem-solving skills.
A great communicator to speak with broker dealer clients with a “high touch” service mentality.
Proficiency in Microsoft Office Suite; Advanced Excel
Professional, proactive with a warm, calm personality.
A desire to work in a small home office
Compensation:
Competitive salary, annual discretionary bonus, healthcare stipend.