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Transwestern jobs in Baltimore, MD - 51 jobs

  • Marketing Manager

    Transwestern 4.5company rating

    Transwestern job in Washington, DC

    Four dynamic, integrated companies make up the Transwestern enterprise, giving us the perspective to think broadly, deeply and creatively about commercial real estate. Clients and investors rely on us for expertise that spans institutional and opportunistic investment, development, hospitality, and brokerage and asset services. Our award-winning, collaborative culture empowers team members with resources and independence to work across boundaries in pursuit of innovative solutions, reinforcing a reputation for service excellence that translates to measurable results. Through offices nationwide and alliance partners around the globe, we positively impact the built environment and our communities while fostering a work climate that champions career vitality for all. Learn more at transwestern.com and @Transwestern. Transwestern is built on a common purpose - Empowering Good People to do Extraordinary Things Together . We are committed to the hiring of smart, passionate, hard-working people who understand the benefits of both collaboration and independence. POSITION SUMMARY: We're looking for a confident, seasoned marketing professional with a strong track record in business development strategy and pursuit marketing to join our team. This is a fast-paced, high-impact role that requires a player/coach mentality-someone who can lead, design, and produce standout marketing materials while guiding a small, high-performing team of marketers and creatives within a larger, well-resourced marketing department. As Marketing Manager for Transwestern's Mid-Atlantic region Tenant Advisory & Workplace Strategy team, you'll be at the center of our pursuits for new business. From high-stakes proposals to custom branded pitch decks and marketing collateral, you'll partner closely with producers and leadership to develop pitch strategies, shape narratives, and bring marketing ideas to life across print, digital, and even environmental platforms. You'll own projects from concept to completion, ensuring every deliverable is aligned with client goals, brand standards, and our reputation for excellence. You'll also be a thoughtful mentor and leader-training, inspiring, and empowering team members while fostering a culture of collaboration and continuous improvement. Our marketing team is fast-moving and full of creative thinkers who take pride in every pitch. We work hard, laugh often, and bring fresh thinking to everything we do. If you're a strategic communicator, detail-obsessed marketer, and natural collaborator who loves turning complexity into clarity-this is your team. POSITION ESSENTIAL FUNCTIONS: Work with Transwestern leadership, business lines, and other marketing team members, to manage, design, write, and produce marketing materials: qualifications, proposals, presentations, brochures, tombstone ads, eblasts, websites, flyers, etc. Full ownership of marketing deliverables from up front strategy to final submissions Creates pitch strategy/budget with BD champion including research, tasks/milestones, reviews Content creation including client communications, business development materials, and internal messaging. Perform multiple marketing efforts against rapid and frequent deadlines. Conducts research on new opportunities, prospective clients, and real estate/market trends Proficiency in Adobe InDesign required. Research targets, internal relationships, company history, market position Concept/write/design new material and collateral as needed Maintain consistency of marketing deliverables in alignment with firm brand and messaging. Attentive to detail to ensure marketing materials are informationally accurate, free of grammatical errors, and delivered on-time per directions/protocols. Support/handle the coordination of internal and external events as needed. Day-to-day oversight of tenant advisory marketing team members. Work with brokerage team in administration of sales process: database management, electronic marketing distribution, mail merges, and written proposals. Prepares items in relation to marketing meetings, including but not limited to, creation and assembly of documents for distribution, attendance confirmations, and interacting with attendees to address questions or issues on a project/deadline. Willingness to be in-person, 5 days a week in our Washington, DC office POSITION REQUIREMENTS: Bachelor's degree in Marketing, Communications, Journalism, Graphic Design, or related field. A minimum of ten (10) years of experience, preferably in commercial real estate industry or business development in professional services. Ability to lead Business Development conversations confidently and strategically Proven experience responding to RFPs, RFIs, and RFQs is required Strong knowledge of marketing, communications, sales, and/or graphic design. Experience in strategically partnering and supporting senior staff on business-critical projects. High proficiency using the Adobe Creative Cloud family, particularly InDesign, Photoshop, Illustrator, and Acrobat required. Proficiency in Microsoft 365 products-Word, PowerPoint, Excel, Outlook, Teams-is required. Ability to provide strategic thinking and recognize competitive advantage opportunities for Transwestern and our clients, leveraging these in marketing and communications collateral. Excellent analytical, problem solving, and communication skills. Ability to work with diverse project teams, on multiple deadlines, and in a fast-paced work environment. Strong graphic design sensibility and written/verbal communication skills. Strong production skills-for inhouse produced collateral--and knowledge/communication of print requirements for out-of-house produced collateral of all scales. Ability to change course/direction on projects or at a moment's notice reprioritize tasks and timelines. Upbeat personality, positive attitude, and work well in a team environment. Portfolio: Representative work samples are highly recommended. Salary Range: $90,000 to $125,000 WORK SHIFT: LOCATION: Washington, DC ABOUT US Transwestern's Guiding Principles are woven into the fabric of our firm and underscore the value of each individual team member. We embrace inclusion - not only as the right thing to do, but as a reflection of who we are. It is our responsibility and heartfelt desire to create an environment that elevates the human spirit and brings out the best in everyone. Different backgrounds, life experiences and cultures shape our individual perspectives and ultimately generate the best results for our clients. Strategic human capital planning combined with development initiatives foster a work environment that celebrates uniqueness and champions the achievements attained through collaboration. Please note that all candidates selected for an offer of employment are subject to pre-employment background checks, which may include but are not limited to, based on the role for which they have been selected: criminal history, education verification, social media review, motor vehicle records, credit history, and professional license verification. In addition, your employment with Transwestern is subject to successfully passing a drug screen check prior to your starting with the Company along with satisfactory references. We understand you have a choice when choosing where to work and pursue a career. We understand you are unique and have your story. We want to hear it. We encourage you to apply today so that you may become a part of the Transwestern story.
    $90k-125k yearly Auto-Apply 60d+ ago
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  • Senior Research Analyst

    Transwestern 4.5company rating

    Transwestern job in Washington, DC

    Four dynamic, integrated companies make up the Transwestern enterprise, giving us the perspective to think broadly, deeply and creatively about commercial real estate. Clients and investors rely on us for expertise that spans institutional and opportunistic investment, development, hospitality, and brokerage and asset services. Our award-winning, collaborative culture empowers team members with resources and independence to work across boundaries in pursuit of innovative solutions, reinforcing a reputation for service excellence that translates to measurable results. Through offices nationwide and alliance partners around the globe, we positively impact the built environment and our communities while fostering a work climate that champions career vitality for all. Learn more at transwestern.com and @Transwestern. Part of the Transwestern companies, Transwestern Real Estate Services (TRS) strives to add value for investors, owners, and occupiers across all commercial property types. Fueled by a holistic perspective of the real estate life cycle, agility and creativity are hallmarks of our approach, while vast national resources and sound market intelligence underpin customized recommendations and property solutions. Transwestern is built on a common purpose - Empowering Good People to do Extraordinary Things Together . We are committed to the hiring of smart, passionate, hard-working people who understand the benefits of both collaboration and independence. POSITION SUMMARY: The Senior Research Analyst will be responsible for leveraging Transwestern's vast resources to support and provide innovative insights. The analyst will track all aspects of the real estate markets and be accountable for accurate and proactive maintenance of internal Transwestern data platforms. The analyst will ensure operational excellence and best-in-class standards relating to methodology and application. POSITION ESSENTIAL JOB FUNCTIONS: Develop and maintain a detailed knowledge and understanding of the local commercial real estate market. Track and analyze economic, demographic, and commercial real estate data to identify unique insights on market activity, conditions and trends to maintain competitive advantage. Build relationships with the local market's brokerage teams to best understand their research needs and how best to respond with deliverables. Develop and leverage relationships with research peers and experts externally in the local real estate community to exchange information and learn about industry trends. Manage and maintain accuracy on internal commercial real estate metrics through Curve Analytics, Transwestern's proprietary data platform. Utilize Curve Analytics to run and report quarterly market statistics. Compile statistical data and information specific to an internal or external client request and transform into graphs/tables/charts. Support local teams in the preparation of client pitches, presentations and proposals Perform or assume additional department duties as assigned. POSITION REQUIREMENTS: Bachelor's degree in Real Estate, Business, Urban Planning, Economics, or related field. 3+ years of real estate research or related business experience. Proven basic understanding of commercial real estate and/or capital markets metrics. Familiarity in Microsoft Outlook, Excel, PowerPoint, and Word. Basic familiarity with common data vendors, such as Real Capital Analytics, RealPage, CompStak, ZoomInfo, Revista, Pitchbook, and CoStar. Knowledge in ESRI Suite, ArcGIS, PowerBI, and Adobe Creative Cloud helpful, but not required. Strong analytical and writing capabilities with a high attention to detail. Basic understanding of economics, demographic, and related platforms such as, Moody's, Lightcast, Oxford Economics, Bureau of Labor Statistics, Bureau of Economic Analysis, and the Census Bureau. Solid organizational, project management and multi-tasking skills. Able to prioritize workload, manage projects, and communicate with research team members, as well as internal and external clients. Ability to work independently and proactively as well as in a team setting. Provide a high-level of customer service with a desire to help internal and external clients succeed. Ability to resolve complex situations or problems by defining a strategy, often involving cross-functional teams and leading a collaboration effort through resolution. Able to serve several audiences while remaining committed to generating the best-in-class research product. Must be flexible, highly creative, work well under pressure and within tight schedules, and be enthusiastic about communicating the company's vision and differentiators. Superb interpersonal, collaboration and consensus-building skills. Must be able to remain in a stationary position 50% or more of the time/constantly operate a computer and other office productivity machinery (ex. a calculator, copy machine, computer printer) or, by request, be provided reasonable accommodations to perform the essential functions of the position. Perform or assume additional department duties as assigned. Salary Range: $85,000 to $95,000 WORK SHIFT: LOCATION: Washington, DC ABOUT US Transwestern's Guiding Principles are woven into the fabric of our firm and underscore the value of each individual team member. We embrace inclusion - not only as the right thing to do, but as a reflection of who we are. It is our responsibility and heartfelt desire to create an environment that elevates the human spirit and brings out the best in everyone. Different backgrounds, life experiences and cultures shape our individual perspectives and ultimately generate the best results for our clients. Strategic human capital planning combined with development initiatives foster a work environment that celebrates uniqueness and champions the achievements attained through collaboration. Please note that all candidates selected for an offer of employment are subject to pre-employment background checks, which may include but are not limited to, based on the role for which they have been selected: criminal history, education verification, social media review, motor vehicle records, credit history, and professional license verification. In addition, your employment with Transwestern is subject to successfully passing a drug screen check prior to your starting with the Company along with satisfactory references. We understand you have a choice when choosing where to work and pursue a career. We understand you are unique and have your story. We want to hear it. We encourage you to apply today so that you may become a part of the Transwestern story.
    $85k-95k yearly Auto-Apply 12d ago
  • Investment Consultant- Gaithersburg, MD

    Charles Schwab 4.8company rating

    Gaithersburg, MD job

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Bachelor's degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment) A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) Certified Financial Planner (CFP) certification is preferred Minimum of two years of experience in the financial services industry (required) Financial business development experience (highly preferred) Knowledge of brokerage/banking products and services Strong client relationship building experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $64k-116k yearly est. 2d ago
  • Manager, Client Relationship Support- Gaithersburg, MD

    Charles Schwab 4.8company rating

    Gaithersburg, MD job

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Client Relationship Manager, (CRM), you play an essential and impactful leadership role that informs the daily operational success of the local branch. You are the first point of contact at the branch and will work cross-functionally with other branch team members and partners across the firm to deliver exceptional experiences for our clients. You will assist the Branch Manager and sales/support staff with meeting our clients' needs, resolving customer escalations, helping to deepen both internal and external client relationships, and acting as the Branch Manager in their absence. Your responsibilities also will include coordinating and maintaining the branch paperwork and operations flow, as well as implementing, training, and supporting new processes adopted by the firm. This is a role where you can bring your passion for mentorship and developing client service professionals to a firm that will value your contributions and champion your growth. What you have Required qualifications Bachelor's degree or equivalent work-related experience Active and valid FINRA Series 7, 9/10 and 63 licenses 3+ years' experience with customer service 3-5 years in a security/financial services capacity Preferred qualifications Notary 2+ years' experience in a management/supervisory capacity Outstanding written and oral communication skills Previous experience in a direct client-facing role Strong financial acumen, especially regarding brokerage regulations and rules that govern client accounts Demonstrated experience handling client concerns and issues with tact and diplomacy Ability to work independently and effectively as part of a team, while prioritizing multiple tasks and responsibilities simultaneously Ability to build and maintain good cross-enterprise working relationships What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $82k-123k yearly est. 2d ago
  • Client Associate

    Raymond James 4.7company rating

    Alexandria, VA job

    At Goetzman Nau Financial Partners our collaborative team caters to our clients with a high level of care and specialized support. As our team grows, we are seeking a Client Associate who aligns with our vision and values. Additionally, the ideal candidate has a positive attitude, is organized and is a strong communicator. Are you ready? Let's uncover the possibility of working together. Job Description Essential Duties and Responsibilities Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients Work both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office Open new client accounts, process money movement, and research information as needed Ensure client paperwork and documentation is accurate prior to submission and processing Follow up to ensure accurate completion Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor Create and maintain records and files utilizing Client Relationship Management (CRM) software Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures Performs other duties and responsibilities as assigned Knowledge, Skills, and Abilities Knowledge of Company's working structure, policies, mission, and strategies General office practices, procedures, and methods Basic investment concepts, practices and procedures used in the securities industry Financial markets, products and industry regulations Skill in Client Relationship Management (CRM) software Microsoft Office Effective communication (in-person, virtual, phone and mail) Ability to Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases Analyze and research account information Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns Provide a high level of customer service in a calm and professional manner Use mathematics sufficient to process account and transaction information Use appropriate interpersonal styles and communicate effectively Work both independently and as part of a team Provide a high level of customer service Goetzman Nau Financial Partners and its employees are independent contractors with respect to Raymond James; not employees of Raymond James. The term “Raymond James” includes, but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates. Education Bachelor's (Required) Work Experience General Experience - 3 to 6 years Certifications Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-LS1
    $71k-93k yearly est. Auto-Apply 51d ago
  • Maintenance Manager - 3003 Van Ness

    Equity Residential 4.3company rating

    Washington, DC job

    At Equity Residential, we're dedicated to creating thriving communities, and we invite you to be part of our team. Embracing values like Diversity, Sustainability, and Total Wellbeing, we foster a workplace culture of authenticity and collaboration. How We Deliver A Winning Performance: Question Authority Walk the TalkShare KnowledgeListen, not just HearSee the Glass Half FullTake Educated RisksEnjoy the RideShare the SpotlightDo the Right ThingTest Your Limits We Care About Your Total Wellbeing:Physical Wellbeing: Medical, dental, and vision care Social Wellbeing: 9 paid holidays, annual vacation time, paid sick leave, new parent benefits Financial Wellbeing: 401(k) Retirement Savings Plan, Rent Discounts, Competitive CompensationCommunity Wellbeing: Paid Community Service HoursCareer Wellbeing: Leadership DevelopmentLearn more about our Total Wellbeing program here. What You'll Be Doing:As a Maintenance Manager, your day-to-day will involve partnering with the Community and Property Manager to cultivate a high-performing team, ensuring adherence to Equity standards and assisting them with their tasks as needed. Additionally, you will analyze the financial performance of the property and help perform scheduled maintenance while providing regular status reports. Partnering with the Community Manager to achieve property objectives Ensuring your team adheres to Equity standards, handling resident service requests promptly and safely Assisting your team with performing various maintenance tasks and preparing market-ready apartments Analyzing property management system data and providing recommendations for financial concerns Collaborating with the Property Manager on capital improvements and overseeing inventory control Performing scheduled maintenance and preparing status reports What You'll Need To Thrive:Hands-on maintenance experience in areas including, but not limited to plumbing, electrical, appliance, and HVAC is necessary. Residential or commercial property management, hospitality, or retail experience High School diploma or equivalent Knowledge of federal and state apartment housing laws EPA Section 608 Type I and Type II or Universal certification must be obtained within 90 days of hire if required based on the needs of the communityA valid driver's license, good driving record, auto insurance, and reliable transportation is required if the employee will operate a motorized vehicle (e. g. , car, golf cart) during their workday and/or as part of their role. Computer literacy and effective communication skills; Must be able to effectively communicate both orally and in writing in English for all work-related purposes. Ability to troubleshoot and repair plumbing, electrical, appliances, HVAC equipment (if applicable), and perform interior repairs and painting required. Must be able to work any assigned shift, including weekends. Shifts may change according to business needs. Must be able to respond to emergencies after normal business hours and on weekends when assigned on-call responsibilities. A telephone number where you can be reached after-hours must be provided to your manager. Ability to perform numerous physical activities that require considerable use of your hands, arms and legs and moving your whole body, including prolonged or repeated standing, walking, climbing, sweeping, stooping, kneeling,shoveling, crouching, lifting and handling of materials. Frequent lifting,grasping and carrying materials and equipment up to 50 lbs. Service team employees, with limited exceptions, are required to use their own smartphone to perform certain aspects of their job. The device must have updated software and must be password-protected and compliant with in-house security systems and operations software. Bonus Qualifications:Managerial ExperienceSalary: $33. 96 - $45. 28/hour The successful candidate's starting pay will be determined based on job-related skills, experience, and qualifications. Employees are eligible for overtime pay and performance incentives. A valid driver's license, good driving record, auto insurance, and reliable transportation is required if the employee will operate a motorized vehicle (e. g. car, golf cart, etc. ) during their workday and/or as part of their role.
    $33 hourly Auto-Apply 29d ago
  • Lead Engineer

    Transwestern 4.5company rating

    Transwestern job in Baltimore, MD

    Four dynamic, integrated companies make up the Transwestern enterprise, giving us the perspective to think broadly, deeply and creatively about commercial real estate. Clients and investors rely on us for expertise that spans institutional and opportunistic investment, development, hospitality, and brokerage and asset services. Our award-winning, collaborative culture empowers team members with resources and independence to work across boundaries in pursuit of innovative solutions, reinforcing a reputation for service excellence that translates to measurable results. Through offices nationwide and alliance partners around the globe, we positively impact the built environment and our communities while fostering a work climate that champions career vitality for all. Learn more at transwestern.com and @Transwestern. Part of the Transwestern companies, Transwestern Real Estate Services (TRS) strives to add value for investors, owners, and occupiers across all commercial property types. Fueled by a holistic perspective of the real estate life cycle, agility and creativity are hallmarks of our approach, while vast national resources and sound market intelligence underpin customized recommendations and property solutions. Transwestern is built on a common purpose - Empowering Good People to do Extraordinary Things Together. We are committed to the hiring of smart, passionate, hard-working people who understand the benefits of both collaboration and independence. POSITION SUMMARY: The Lead Engineer is responsible for performing complex preventive maintenance and corrective repair of buildings, industrial systems, equipment and grounds. Working under limited supervision, this position will monitor building system operations and performance. The Lead Engineer will utilize several trade skills such as carpentry, plumbing, electrical, painting, roofing, heating and cooling. ESSENTIAL JOB FUNCTIONS: * Review the daily work order and assigns tasks as necessary. Monitor repeat problems and make suggestions on how to correct. * Oversee and inspect the work performed by engineering staff. Determine that work is complete, equipment is fully functional and client space is in prime working condition. * Formulate and implement a preventive maintenance program to ensure that building machinery and systems meet or exceed their rated life. * Inspect building systems including fire alarms, HVAC, and plumbing to ensure operation of equipment is within design capabilities and achieves environmental conditions prescribed by client. * Review assigned work orders. Estimate time and materials needed to complete repair. Maintain inventory of adequate supplies and tools and order necessary materials to complete all tasks. * Consult with the Chief Engineer or Property Manager and clients to schedule preventive maintenance and other downtime to minimize business interruption and inconvenience. * Perform assigned repairs, emergency and preventive maintenance. Complete maintenance and repair records as required. * Respond quickly to emergency situations, summoning additional assistance as needed. * Maintain an energy management program to ensure measures are taken to operate all systems in the most efficient manner to keep operating costs at a minimum. * Responsible for personal safety and the safety of those who are affected by your work. * Perform other duties as assigned. POSITION REQUIREMENTS: * High school diploma or general education degree (GED) and a minimum of two years of related experience and/or trade school training or equivalent combination of education and experience. * A minimum of 5 years building maintenance experience. * Appropriate license/permit for trade as may be required, i.e. Journeyman or Master Electrician License or City Licenses, such as Refrigeration Certificate of Fitness, High Pressure Boiler License, High Pressure Steam Operator, etc.) * Experience in operation, maintenance and basic repair of HVAC, boilers, heaters, pumps, refrigerant systems, compressors, water systems, etc. * Knowledgeable in energy management systems, techniques and operations. * Thorough knowledge in all building systems operations, maintenance and repair. * Basic skills with Microsoft Office Outlook, Word and Excel. * Must have a thorough understanding of HVAC, electrical and building automation systems. * Ability to understand and give general instructions in standard situations. * Strong organizational and analytical skills. * Must effectively present information. * Strong customer service orientation. * May require shift work and/or on call duties. * Stooping, standing, climbing and frequent lifting of a minimum of 50 lbs. of equipment (pump, tools, ladders) and ability to safely install rigging/lifting device. * Lift and carry objects of up to 50 pounds for distances of up to 30 feet. * Maybe required to work extended periods of time without relief when responding to priority/emergency situations (including overtime type assignments). * Climb ladders and stairs. Pay Range: $38.00/hour - $40.00/hour WORK SHIFT: First Shift (United States of America) LOCATION: Baltimore, MD This is a dynamic, on-site role that places you at the heart of the action. As a result, an essential function of this position is working on-site. Remote or hybrid options are not available. Being on property allows you to build strong relationships with clients and tenants, respond in real time, and make a visible impact every day. ABOUT US Transwestern's Guiding Principles are woven into the fabric of our firm and underscore the value of each individual team member. We embrace inclusion - not only as the right thing to do, but as a reflection of who we are. It is our responsibility and heartfelt desire to create an environment that elevates the human spirit and brings out the best in everyone. Different backgrounds, life experiences and cultures shape our individual perspectives and ultimately generate the best results for our clients. Strategic human capital planning combined with development initiatives foster a work environment that celebrates uniqueness and champions the achievements attained through collaboration. Please note that all candidates selected for an offer of employment are subject to pre-employment background checks, which may include but are not limited to, based on the role for which they have been selected: criminal history, education verification, social media review, motor vehicle records, credit history, and professional license verification. In addition, your employment with Transwestern is subject to successfully passing a drug screen check prior to your starting with the Company along with satisfactory references. We understand you have a choice when choosing where to work and pursue a career. We understand you are unique and have your story. We want to hear it. We encourage you to apply today so that you may become a part of the Transwestern story.
    $38-40 hourly Auto-Apply 60d+ ago
  • Brokerage Summer Intern - DC

    Transwestern 4.5company rating

    Transwestern job in Washington, DC

    Four dynamic, integrated companies make up the Transwestern enterprise, giving us the perspective to think broadly, deeply and creatively about commercial real estate. Clients and investors rely on us for expertise that spans institutional and opportunistic investment, development, hospitality, and brokerage and asset services. Our award-winning, collaborative culture empowers team members with resources and independence to work across boundaries in pursuit of innovative solutions, reinforcing a reputation for service excellence that translates to measurable results. Through offices nationwide and alliance partners around the globe, we positively impact the built environment and our communities while fostering a work climate that champions career vitality for all. Learn more at transwestern.com and @Transwestern. Part of the Transwestern companies, Transwestern Real Estate Services (TRS) strives to add value for investors, owners, and occupiers across all commercial property types. Fueled by a holistic perspective of the real estate life cycle, agility and creativity are hallmarks of our approach, while vast national resources and sound market intelligence underpin customized recommendations and property solutions. Transwestern is built on a common purpose - Empowering Good People to do Extraordinary Things Together . We are committed to the hiring of smart, passionate, hard-working people who understand the benefits of both collaboration and independence. POSITION SUMMARY: As part of the Transwestern Trailblazer Internship Program, the Brokerage Summer Intern will participate in a comprehensive 8-week internship program designed to incorporate all facets of commercial real estate, alongside a talented group of professionals. The summer intern will gain valuable insight into the commercial real estate industry while being exposed to multiple lines of business over the course of the summer. The goal of the summer internship program is to provide a strong foundation to accelerate the intern's commercial real estate career. This internship is designed for rising seniors, working towards a bachelor's degree with emphasis in real estate, business management or related field. This is a full-time, in-person internship based in Washington, DC. Relocation assistance and housing are not provided. This internship offers the potential for conversion to a full-time position based on performance and business needs. POSITION ESSENTIAL FUNCTIONS: Exposure to each line of business, including agency leasing, development, investment services, property and facility management and tenant advisory services. Work on a combination of individual and group projects. Participate in coursework, including research and leasing classes. Assist with senior level brokerage services/real estate professionals in developing relationships and serving the needs of clients. Learn how to canvass an office submarket. Learn how to use CoStar & LoopNet. Create property analysis, edit proposals and RFPs, and client presentations. Research tenants and landlords for specific submarkets. Participate in team meetings. Utilize company systems to conduct research and clean-up projects. Attend commercial real estate industry events. Assist with departmental filing and tracking systems. POSITION REQUIREMENTS: This is a full-time, in-person internship Rising Senior, working towards a bachelor's degree with emphasis in real estate, business management or related field. Minimum GPA: 3.0 on a 4.0 Internship experience in Commercial Real Estate a plus but not necessary. Demonstrate financial analytical and quantitative skill. Ability to comprehend, analyze, and interpret documents. Ability to effectively present information. Ability to provide general direction/be self-managed/work independently. Ability to provide efficient, timely, reliable, and courteous service to internal and external clients. An aptitude for sales prospecting through a variety of techniques including telephone and in person. Ability to keep information and internal communications confidential. Exhibit excellent verbal and written communication skills. Ability to travel as necessary according to business needs. ADDITIONAL INFORMATION: Please do not submit more than one application to our Summer Program as you will have the option to list additional ranked city preferences if needed. Hourly Pay: $20.00/hour WORK SHIFT: LOCATION: Washington, DC ABOUT US Transwestern's Guiding Principles are woven into the fabric of our firm and underscore the value of each individual team member. We embrace inclusion - not only as the right thing to do, but as a reflection of who we are. It is our responsibility and heartfelt desire to create an environment that elevates the human spirit and brings out the best in everyone. Different backgrounds, life experiences and cultures shape our individual perspectives and ultimately generate the best results for our clients. Strategic human capital planning combined with development initiatives foster a work environment that celebrates uniqueness and champions the achievements attained through collaboration. Please note that all candidates selected for an offer of employment are subject to pre-employment background checks, which may include but are not limited to, based on the role for which they have been selected: criminal history, education verification, social media review, motor vehicle records, credit history, and professional license verification. In addition, your employment with Transwestern is subject to successfully passing a drug screen check prior to your starting with the Company along with satisfactory references. We understand you have a choice when choosing where to work and pursue a career. We understand you are unique and have your story. We want to hear it. We encourage you to apply today so that you may become a part of the Transwestern story.
    $20 hourly Auto-Apply 23d ago
  • Maintenance Mechanic (Union)

    Transwestern 4.5company rating

    Transwestern job in Washington, DC

    Four dynamic, integrated companies make up the Transwestern enterprise, giving us the perspective to think broadly, deeply and creatively about commercial real estate. Clients and investors rely on us for expertise that spans institutional and opportunistic investment, development, hospitality, and brokerage and asset services. Our award-winning, collaborative culture empowers team members with resources and independence to work across boundaries in pursuit of innovative solutions, reinforcing a reputation for service excellence that translates to measurable results. Through offices nationwide and alliance partners around the globe, we positively impact the built environment and our communities while fostering a work climate that champions career vitality for all. Learn more at transwestern.com and @Transwestern. Part of the Transwestern companies, Transwestern Real Estate Services (TRS) strives to add value for investors, owners, and occupiers across all commercial property types. Fueled by a holistic perspective of the real estate life cycle, agility and creativity are hallmarks of our approach, while vast national resources and sound market intelligence underpin customized recommendations and property solutions. Transwestern is built on a common purpose - Empowering Good People to do Extraordinary Things Together . We are committed to the hiring of smart, passionate, hard-working people who understand the benefits of both collaboration and independence. POSITION SUMMARY: The Maintenance Mechanic is responsible for completing work orders, grounds maintenance, painting, caulking, HVAC, plumbing, drywall, electrical and completing maintenance on buildings as needed. Under the supervision of the Chief Engineer, the Maintenance Mechanic will perform general preventive maintenance and corrective repair of buildings, industrial systems, equipment, and grounds. This is a dynamic, on-site role that places you at the heart of the action. As a result, an essential function of this position is working on-site. Remote or hybrid options are not available. Being on property allows you to build strong relationships with clients and tenants, respond in real time, and make a visible impact every day POSITION ESSENTIAL FUNCTIONS: Assist with troubleshooting and repairs of buildings and installed systems to include, but not limited to plumbing systems, kitchen equipment, roofs, drains and HVAC. Perform general preventive maintenance and corrective repair of buildings, industrial systems, equipment, and grounds. Maintain all equipment as required per preventive maintenance programs. Inspect building systems including fire alarms, HVAC, and plumbing to ensure operation of equipment is within design capabilities and achieves environmental conditions prescribed by client. Respond quickly to emergency situations, summoning additional assistance as needed. Maintain an energy management program to ensure measures are taken to operate all systems in the most efficient manner to keep operating costs at a minimum. Maintain the building lighting system, including element and ballast repairs or replacements. Perform other duties as assigned. POSITION REQUIREMENTS: High school diploma or general education degree (GED) and a minimum of two years of related experience and/or trade school training or equivalent combination of education and experience. A minimum of 2 years building maintenance experience. Thorough knowledge in all building systems operations, maintenance and repair. Universal CFC certification preferred or working toward CFC certification and/or local or state license in mechanical or HVAC trade. Valid Driver License (may be required). Knowledgeable in energy management systems, techniques, and operations. Basic skills with Microsoft Office Outlook, Word, and Excel. Must have a thorough understanding of HVAC, electrical and building automation systems. Ability to understand and give general instructions in standard situations. Strong organizational and analytical skills. Strong customer service orientation. May require shift work, overtime and/or on call duties. Stooping, standing, climbing and frequent lifting of a minimum of 50 lbs. of equipment (pump, tools, ladders) and ability to safely install rigging/lifting device. May be required to work extended periods of time without relief when responding to priority/emergency situations (including overtime type assignments). Climb ladders and stairs. Pay Range: $36.30/Hour-$36.30/Hour WORK SHIFT: Third Shift (United States of America) LOCATION: Washington, DC This is a dynamic, on-site role that places you at the heart of the action. As a result, an essential function of this position is working on-site. Remote or hybrid options are not available. Being on property allows you to build strong relationships with clients and tenants, respond in real time, and make a visible impact every day. ABOUT US Transwestern's Guiding Principles are woven into the fabric of our firm and underscore the value of each individual team member. We embrace inclusion - not only as the right thing to do, but as a reflection of who we are. It is our responsibility and heartfelt desire to create an environment that elevates the human spirit and brings out the best in everyone. Different backgrounds, life experiences and cultures shape our individual perspectives and ultimately generate the best results for our clients. Strategic human capital planning combined with development initiatives foster a work environment that celebrates uniqueness and champions the achievements attained through collaboration. Please note that all candidates selected for an offer of employment are subject to pre-employment background checks, which may include but are not limited to, based on the role for which they have been selected: criminal history, education verification, social media review, motor vehicle records, credit history, and professional license verification. In addition, your employment with Transwestern is subject to successfully passing a drug screen check prior to your starting with the Company along with satisfactory references. We understand you have a choice when choosing where to work and pursue a career. We understand you are unique and have your story. We want to hear it. We encourage you to apply today so that you may become a part of the Transwestern story.
    $36.3 hourly Auto-Apply 14d ago
  • Branch Operations Specialist - Annapolis, MD

    Raymond James 4.7company rating

    Annapolis, MD job

    Responsibilities: Receives and directs visitors and telephone calls; maintains record of inquiries, as required. Sorts, screens and distributes incoming and outgoing mail. Processes money movement of funds, disbursements and check delivery. Transmits and receives messages with home office. Processes securities transactions, including transmitting orders, cancellation and correction of orders and, ensuring delivery to home office according to proper mailing procedures with confirmation of receipt. Maintains documentation to cashiering according to compliance requirements. Assists branch managements with audit preparation. Assists with opening client accounts by properly completing and submitting required forms. Supports client onboarding. Monitors document status through importing, scanning and submission of documents. Provides general administrative support to branch management. Maintains, processes and updates files, records and other documents. Maintains inventory, stocks and distributes office supplies. Cross-trains and assists with other operational functions as required. Performs other duties and responsibilities as assigned. Education/Previous Experience High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications None Education Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance, High School (HS) (Required) Work Experience General Experience - 13 months to 3 years Certifications Salary Range $45,000.00-$55,000.00 Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-AM2
    $45k-55k yearly Auto-Apply 5d ago
  • Property Manager

    Transwestern 4.5company rating

    Transwestern job in Alexandria, VA

    Four dynamic, integrated companies make up the Transwestern enterprise, giving us the perspective to think broadly, deeply and creatively about commercial real estate. Clients and investors rely on us for expertise that spans institutional and opportunistic investment, development, hospitality, and brokerage and asset services. Our award-winning, collaborative culture empowers team members with resources and independence to work across boundaries in pursuit of innovative solutions, reinforcing a reputation for service excellence that translates to measurable results. Through offices nationwide and alliance partners around the globe, we positively impact the built environment and our communities while fostering a work climate that champions career vitality for all. Learn more at transwestern.com and @Transwestern. Part of the Transwestern companies, Transwestern Real Estate Services (TRS) strives to add value for investors, owners, and occupiers across all commercial property types. Fueled by a holistic perspective of the real estate life cycle, agility and creativity are hallmarks of our approach, while vast national resources and sound market intelligence underpin customized recommendations and property solutions. Transwestern is built on a common purpose - Empowering Good People to do Extraordinary Things Together. We are committed to the hiring of smart, passionate, hard-working people who understand the benefits of both collaboration and independence. POSITION SUMMARY: The Property Manager is responsible for all aspects of managing a commercial building - from operations and financial activities to managing important relationships with our tenants, property owners and vendors. The Property Manager will oversee tenant improvements and service contracts, supervise the completion of property inspections and work with ownership to implement any recommended developments. It is also the responsibility of the Property Manager not only to exhibit legendary customer service when communicating with tenants, prospective tenants, owners, and vendors but also to focus on productivity and results. ESSENTIAL JOB FUNCTIONS: * Professionally represent TW while adhering to the terms and conditions of the management agreement. * Responsible for lease administration. * Ensure compliance with Property Management Policies and Procedures, codes, regulations, and governmental agency directives. * Provide management and leadership to property staff, including hiring and performance management. * Develop comprehensive annual inspection process for properties; complete weekly, monthly, quarterly, annual inspections as required for a specific asset, TW's best practices, and/or client requirements. * Develop operating and capital budgets, track variances, oversee the completion of CAM reconciliations, and ensure smooth recovery process. * Bid, negotiate, and manage conformity with vendor contracts in accordance with TW and the client's procurement contract requirements. * Maintain interface with third-party owners and accounting team to ensure total contract compliance, including preparation of accurate and timely reporting. * Coordinate and oversee all tenant and building construction work to ensure timely and accurate completion of all construction work at property on behalf of client. * Participate in leasing and client team meetings and ensure effective communication between leasing and property management team members in order to achieve client's goals and objectives. * Provide and foster positive relationships with tenants, external clients, and internal clients. * Represent and communicate clearly and accurately, in person, over the phone, and in writing the authority of the property manager based on legal agreements in effect and TW policies. * Coordinate training and development activities for team members. * Additional duties or projects as assigned by Senior Leadership and the Client/Ownership. POSITION REQUIREMENTS: * A bachelor's degree in Business Management, Finance, Accounting, or related discipline. * State Real Estate license required. * CPM and/or RPA designations or in progress. * A minimum 5 years of property management experience, preferably in commercial management. * Must have intermediate to advanced Microsoft Word, and Excel proficiencies. * Microsoft Outlook, Angus, Accounting Software such as MRI, Yardi or CTI proficiency preferred. * Strong understanding of financial reports, including variance of actual vs. budget numbers. * Ability to keep information strictly confidential. * Strong desire to succeed in an entrepreneurial environment. * Exceptional oral and written communication skills. * Must be able to handle multiple projects, changing priorities and a continually heavy workload. * Strong customer service orientation. * Foster a positive working environment for team members. * Provide leadership and direction for growth and development for team members. WORK SHIFT: LOCATION: Alexandria, VA This is a dynamic, on-site role that places you at the heart of the action. As a result, an essential function of this position is working on-site. Remote or hybrid options are not available. Being on property allows you to build strong relationships with clients and tenants, respond in real time, and make a visible impact every day. ABOUT US Transwestern's Guiding Principles are woven into the fabric of our firm and underscore the value of each individual team member. We embrace inclusion - not only as the right thing to do, but as a reflection of who we are. It is our responsibility and heartfelt desire to create an environment that elevates the human spirit and brings out the best in everyone. Different backgrounds, life experiences and cultures shape our individual perspectives and ultimately generate the best results for our clients. Strategic human capital planning combined with development initiatives foster a work environment that celebrates uniqueness and champions the achievements attained through collaboration. Please note that all candidates selected for an offer of employment are subject to pre-employment background checks, which may include but are not limited to, based on the role for which they have been selected: criminal history, education verification, social media review, motor vehicle records, credit history, and professional license verification. In addition, your employment with Transwestern is subject to successfully passing a drug screen check prior to your starting with the Company along with satisfactory references. We understand you have a choice when choosing where to work and pursue a career. We understand you are unique and have your story. We want to hear it. We encourage you to apply today so that you may become a part of the Transwestern story.
    $43k-53k yearly est. Auto-Apply 42d ago
  • Sales Development Associate - Bethesda, MD

    Raymond James 4.7company rating

    Bethesda, MD job

    Under limited supervision, uses extensive knowledge and skills obtained through education and experience to support the business of financial advisors by developing client pipelines through prospecting, networking, community involvement, centers of influence and developing niches to meets specific marketing and sales goals. Works independently on difficult assignments that are broad in nature, requiring originality and ingenuity with appreciable latitude for unreviewed actions or decisions. Resolves or recommends solutions to complex questions and problems. Extensive contact with internal and external customers is required to establish and maintain relationships that lead to creating new business. Essential Duties and Responsibilities • Initiates outbound sales calls and responds to incoming calls and inquiries, including follow-up, sending out materials and obtaining and evaluating background information. • Participates in professional organizations and activities to expand network of business contacts. • Establishes and maintains a prospect database. • Works independently in sourcing and developing new client relationships to enable financial advisors to meet sales goals. • Assists in developing product oriented positioning documents, product profiles, competitive analysis and other content for web sites, marketing materials and seminars. • Gathers, analyzes, interprets and distributes information on sales trends, product demand and marketing strategies for assigned products. • Supports marketing programs and assists others in developing a clear, compelling and differentiated message and position for assigned products. • Participates in advisor and client seminars, product road shows, branch presentations, conference calls, point of sale support, and other sales functions on behalf of the financial advisors. • Executes business development strategies on behalf of the branch. • Gathers information and data on prospects to be used in the sales process. • Follows-up with financial advisors to ensure high quality service delivery. • Performs other duties and responsibilities as assigned. Knowledge of • Concepts, practices and procedures of business development in a financial services/broker-dealer environment. • Investment concepts, practices and procedures used in the securities industry. • The principles of banking and finance and securities industry operations. • Financial markets, products, financial advisory function and the investment process. Skill in • Sourcing and developing sales prospects. • Executing practice development strategies. • Sourcing and developing sales prospects and referral sources. • Initiating sales calls and responding to inquiries and turning them into sales opportunities. • Establishing and maintaining databases. • Preparing and delivering clear, effective, and professional presentations. Ability to • Operate standard office equipment and use required software applications. • Partner with other functional areas to accomplish objectives. • Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed. • Incorporate needs, wants and goals from different prospects for financial advisor practices into marketing and sales strategies. • Gather information, identify linkages and trends and apply findings to assignments. • Research, interpret, analyze and apply information about prospects. • Organize, prioritize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels to accomplish objectives. • Work independently as well as collaboratively within a team environment. • Provide a high level of customer service. • Maintain currency in financial services industry and products. Education/Previous Experience • Bachelor's Degree (B.A.) from a four year college or university with a minimum of two (2) years of experience in marketing or sales in a financial planning, investment management or other financial services environment. • OR ~ • An equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications • SIE required provided that an exemption or grandfathering cannot be applied. • Series 7 required. Education Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance Work Experience General Experience - 13 months to 3 years Certifications s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-AM2
    $73k-92k yearly est. Auto-Apply 60d+ ago
  • Client Accounting Manager

    Transwestern 4.5company rating

    Transwestern job in Bethesda, MD

    Four dynamic, integrated companies make up the Transwestern enterprise, giving us the perspective to think broadly, deeply and creatively about commercial real estate. Clients and investors rely on us for expertise that spans institutional and opportunistic investment, development, hospitality, and brokerage and asset services. Our award-winning, collaborative culture empowers team members with resources and independence to work across boundaries in pursuit of innovative solutions, reinforcing a reputation for service excellence that translates to measurable results. Through offices nationwide and alliance partners around the globe, we positively impact the built environment and our communities while fostering a work climate that champions career vitality for all. Learn more at transwestern.com and @Transwestern. Part of the Transwestern companies, Transwestern Real Estate Services (TRS) strives to add value for investors, owners, and occupiers across all commercial property types. Fueled by a holistic perspective of the real estate life cycle, agility and creativity are hallmarks of our approach, while vast national resources and sound market intelligence underpin customized recommendations and property solutions. Transwestern is built on a common purpose - Empowering Good People to do Extraordinary Things Together . We are committed to the hiring of smart, passionate, hard-working people who understand the benefits of both collaboration and independence. POSITION SUMMARY: The Client Accounting Manager position is responsible for managing and monitoring the daily activities of assigned Client Accounting staff and ensuring that all Owner policies and procedures are consistently and accurately followed for the assigned properties. The Manager performs periodic reviews of reports, reconciliations, and other financial information to ensure accuracy and consistency. The Manager works with Property Management and Clients to ensure that all reporting deadlines are met. The Manager will provide leadership in the knowledge, training, and utilization of the assigned real estate accounting software(s) (e.g., MRI, Yardi, rCash, etc.). It is also the responsibility of the Client Accounting Manager to deliver the Transwestern Experience when interacting and communicating with tenants, owners, vendors and fellow team members. ESSENTIAL JOB FUNCTIONS Direct and manage professional staff on a daily basis, must possess a thorough understanding of the job responsibilities of each staff member and be able to recommend necessary process changes and improvements. Screen, hire, supervise, mentor and train staff as required. This also may include initiating disciplinary actions, including terminations. Prepare and review monthly accounting calendars to ensure that client accounting staff is appropriately controlling project deadline flow, that all reporting deadlines, special payments (e.g., mortgages and taxes) and owner requirements are documented and met. Provide Treasury Management oversight, disbursement approvals and signatory on client bank accounts. Perform detailed review of financial reports, reconciliations and all financial information prepared by the accounting staff and/or the property management staff to ensure compliance with Owner Policies and Procedures and the Management Agreement. Prepare detailed checklists and other tools to ensure proper recording of financial transactions in accordance with all policies and procedures. Assist in the preparation of the annual budget with members of property management. Review the budget prepared by the property manager. Assist in the preparation of the actual settlement schedules. Review the calculations prepared by the property manager. Review and approve new vendors as well as changes to existing vendors. Activate new vendors in the accounting systems. Review and post tenant adjustments. Print and sign bank statements and provide to the bank reconciliation preparers. Review and approve bank reconciliations. Approve invoices in applicable payables systems. Maintain mortgage, property tax and sales tax tracking schedules to ensure all taxes are paid. Assist in the management of new project takeovers, coordinating the transition with accountants, clients, property management and Treasury. Provide guidance and training in the utilization of assigned real estate accounting software (MRI, Yardi, rCollect, P2P, Payscan, etc) as required. Provide oversight in maintaining, reviewing, and filing of all required accounting documentation into OneSpace. Train staff on the OneSpace accounting filing requirements as required. Communicate effectively with clients, internal and external auditors, tax preparers and team members as required. Perform or assume additional client accounting duties as assigned. POSITION REQUIREMENTS A bachelor's degree with emphasis in accounting, finance or related field. A minimum of 5+ years of recent fee-based property management accounting experience preferred. A minimum of 3+ years of recent accounting department management experience. Advanced knowledge of financial terms and principles including knowledge of current accounting methods (cash and basic accruals). Ability to apply generally accepted accounting principles (GAAP). Advanced knowledge of the budget reporting requirements of each Owner and participate/assist in the preparation of the annual budget with members of property management. Advanced knowledge of the escalation and operating expense budgeting and settlement process, including the calculation of “gross-ups”, and participate/assist in the preparation of the actual settlement schedules. Advanced knowledge of Transwestern internal controls and ability to supervise, review and train as needed. Applicable experience in real estate accounting software packages, preferably with MRI and/or Yardi. Advanced proficiency with Microsoft Word, Excel, and Adobe. Demonstrate strong analytical capabilities with a high attention to detail. Ability to handle multiple projects, changing priorities and demanding, time-sensitive, work load(s). Ability to provide general direction/be self-managed/work independently. Ability to provide efficient, timely, reliable and courteous service to internal and external customers. Ability to keep information and internal communications confidential. Exhibit excellent verbal and written communication skills. Must be able to remain in a stationary position 50% or more of the time/constantly operate a computer and other office productivity machinery (ex. a calculator, copy machine, computer printer) or, by request, be provided reasonable accommodations to perform the essential functions of the position. Travel may be required. Salary Range: $115,000 - $120,000 WORK SHIFT: LOCATION: Bethesda, MD ABOUT US Transwestern's Guiding Principles are woven into the fabric of our firm and underscore the value of each individual team member. We embrace inclusion - not only as the right thing to do, but as a reflection of who we are. It is our responsibility and heartfelt desire to create an environment that elevates the human spirit and brings out the best in everyone. Different backgrounds, life experiences and cultures shape our individual perspectives and ultimately generate the best results for our clients. Strategic human capital planning combined with development initiatives foster a work environment that celebrates uniqueness and champions the achievements attained through collaboration. Please note that all candidates selected for an offer of employment are subject to pre-employment background checks, which may include but are not limited to, based on the role for which they have been selected: criminal history, education verification, social media review, motor vehicle records, credit history, and professional license verification. In addition, your employment with Transwestern is subject to successfully passing a drug screen check prior to your starting with the Company along with satisfactory references. We understand you have a choice when choosing where to work and pursue a career. We understand you are unique and have your story. We want to hear it. We encourage you to apply today so that you may become a part of the Transwestern story.
    $115k-120k yearly Auto-Apply 49d ago
  • Building Engineer

    Transwestern 4.5company rating

    Transwestern job in Baltimore, MD

    Four dynamic, integrated companies make up the Transwestern enterprise, giving us the perspective to think broadly, deeply and creatively about commercial real estate. Clients and investors rely on us for expertise that spans institutional and opportunistic investment, development, hospitality, and brokerage and asset services. Our award-winning, collaborative culture empowers team members with resources and independence to work across boundaries in pursuit of innovative solutions, reinforcing a reputation for service excellence that translates to measurable results. Through offices nationwide and alliance partners around the globe, we positively impact the built environment and our communities while fostering a work climate that champions career vitality for all. Learn more at transwestern.com and @Transwestern. Part of the Transwestern companies, Transwestern Real Estate Services (TRS) strives to add value for investors, owners, and occupiers across all commercial property types. Fueled by a holistic perspective of the real estate life cycle, agility and creativity are hallmarks of our approach, while vast national resources and sound market intelligence underpin customized recommendations and property solutions. Transwestern is built on a common purpose - Empowering Good People to do Extraordinary Things Together . We are committed to the hiring of smart, passionate, hard-working people who understand the benefits of both collaboration and independence. POSITION SUMMARY: The Building Engineer is responsible for completing work orders, grounds maintenance, painting, caulking, HVAC, plumbing, drywall, electrical and completing maintenance on buildings as needed. The Building Engineer will perform general preventive maintenance and corrective repair of buildings, industrial systems, equipment and grounds. The Building Engineer will also monitor the building operations and performance. ESSENTIAL JOB FUNCTIONS: Perform preventive maintenance and corrective repair of buildings, industrial systems, equipment, and grounds. Inspect building systems including fire alarms, HVAC, and plumbing to ensure operation of equipment is within design capabilities and achieves environmental conditions prescribed by client. Perform assigned repairs, emergency, and preventive maintenance. Complete maintenance and repair records as required. Take the lead to troubleshoot and repair of buildings and installed systems to include, but not limited to: plumbing systems, kitchen equipment, roofs, drains, and HVAC. May be required to direct mechanics, technicians, and outside contractors on assigned projects. Respond quickly to emergency situations, summoning additional assistance as needed. Maintain an energy management program to ensure measures are taken to operate all systems in the most efficient manner to keep operating costs at a minimum. Maintain the building lighting system, including element and ballast repairs or replacements. Perform other duties as assigned. POSITION REQUIREMENTS: High school diploma or general education degree (GED) and a minimum of two years of related experience and/or trade school training or equivalent combination of education and experience. A minimum of 3 years building maintenance experience. Thorough knowledge in all building systems operations, maintenance and repair. Appropriate license/permit for trade as may be required, i.e. Journeyman or Master Electrician License or City Licenses, such as Refrigeration Certificate of Fitness, High Pressure Boiler License, High Pressure Steam Operator, etc.) Knowledgeable in energy management systems, techniques, and operations. Basic skills with Microsoft Office Outlook, Word, and Excel. Must have a thorough understanding of HVAC, electrical and building automation systems. Ability to understand and give general instructions in standard situations. Operate and use necessary manual and power-driven tools. Strong organizational and analytical skills. Strong customer service orientation. May require shift work, overtime and/or on call duties. Stooping, standing, climbing and frequent lifting of a minimum of 50 lbs. of equipment (pump, tools, ladders) and ability to safely install rigging/lifting device. May be required to work extended periods of time without relief when responding to priority/emergency situations (including overtime type assignments). Climb ladders and stairs. Salary range - $60,000 - $70,000 WORK SHIFT: First Shift (United States of America) LOCATION: Baltimore, MD This is a dynamic, on-site role that places you at the heart of the action. As a result, an essential function of this position is working on-site. Remote or hybrid options are not available. Being on property allows you to build strong relationships with clients and tenants, respond in real time, and make a visible impact every day. ABOUT US Transwestern's Guiding Principles are woven into the fabric of our firm and underscore the value of each individual team member. We embrace inclusion - not only as the right thing to do, but as a reflection of who we are. It is our responsibility and heartfelt desire to create an environment that elevates the human spirit and brings out the best in everyone. Different backgrounds, life experiences and cultures shape our individual perspectives and ultimately generate the best results for our clients. Strategic human capital planning combined with development initiatives foster a work environment that celebrates uniqueness and champions the achievements attained through collaboration. Please note that all candidates selected for an offer of employment are subject to pre-employment background checks, which may include but are not limited to, based on the role for which they have been selected: criminal history, education verification, social media review, motor vehicle records, credit history, and professional license verification. In addition, your employment with Transwestern is subject to successfully passing a drug screen check prior to your starting with the Company along with satisfactory references. We understand you have a choice when choosing where to work and pursue a career. We understand you are unique and have your story. We want to hear it. We encourage you to apply today so that you may become a part of the Transwestern story.
    $60k-70k yearly Auto-Apply 48d ago
  • Investment Banking Analyst II - Technology & Services (McLean, VA)

    Raymond James 4.7company rating

    McLean, VA job

    Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Will work on every aspect of the transaction process, including participating in drafting sessions, new business proposals and due diligence meetings. Job Description Responsibilities: Conduct research using primary data sources, and select information needed for the analysis of key themes and trends. Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice. Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios. Advise managers how to apply a wide variety of existing procedures and precedents. Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy. Edit document in line with organizational style guidelines and prepare information for publication. Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues. Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature. Develop short- or medium-term work schedules in order to achieve planned commitments. Approve overtime or use additional resources as needed. Explore issues or needs, establishing potential causes and barriers, as well as related issues. May include such responsibilities as supporting internal customers or helping senior colleagues manage internal client relationships. Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers. Skills: Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies. Works without supervision and provides technical guidance when required on analyzing data trends for use in reports to help guide decision making. Independently supports business processes with comprehensive understanding and effective use of standard office equipment and standard software packages, while also providing guidance and training to others. Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives. Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements. Works without supervision and provides technical guidance when required on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations. Works without supervision and provides technical guidance when required on achieving full compliance with applicable rules and regulations in management and/or operations. Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives. Works without supervision and provides technical guidance when required on interpreting and applying knowledge of laws, regulations and policies in area of expertise. Works without supervision and provides technical guidance when required on managing client accounts in a way that provides benefits both for the organization and its clients. Works with full competence to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works without supervision and may provide technical guidance. Conducts research and analyzes data without supervision while providing technical guidance as needed in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments. Works without supervision and provides technical guidance when required on acquiring, organizing, protecting and processing data to fulfill business objectives. Works with full competence to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Typically works without supervision and may provide technical guidance. Communicates with other people without requiring supervision and provides technical guidance when required on speaking in a clear, concise and compelling manner. Works with full competence to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Typically works without supervision and may provide technical guidance. Works without supervision and provides technical guidance when required to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution. Works without supervision and provides technical guidance when required to uncover clients' explicit needs and/or unforeseen opportunities and challenges. Works with full competence to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business. Typically works without supervision and may provide technical guidance. Works with full competence to conduct gap analysis between current and future states to identify components of the overall change strategy. Typically works without supervision and may provide technical guidance. Works without supervision and provides technical guidance when required to orient the seller's organization around delivering to the key needs of their customers. Education Bachelor's: Accounting (Required), Bachelor's: Business Administration (Required), Bachelor's: Finance (Required) Work Experience Certifications Travel Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
    $67k-90k yearly est. Auto-Apply 60d+ ago
  • General Manager

    Transwestern 4.5company rating

    Transwestern job in Baltimore, MD

    Four dynamic, integrated companies make up the Transwestern enterprise, giving us the perspective to think broadly, deeply and creatively about commercial real estate. Clients and investors rely on us for expertise that spans institutional and opportunistic investment, development, hospitality, and brokerage and asset services. Our award-winning, collaborative culture empowers team members with resources and independence to work across boundaries in pursuit of innovative solutions, reinforcing a reputation for service excellence that translates to measurable results. Through offices nationwide and alliance partners around the globe, we positively impact the built environment and our communities while fostering a work climate that champions career vitality for all. Learn more at transwestern.com and @Transwestern. Part of the Transwestern companies, Transwestern Real Estate Services (TRS) strives to add value for investors, owners, and occupiers across all commercial property types. Fueled by a holistic perspective of the real estate life cycle, agility and creativity are hallmarks of our approach, while vast national resources and sound market intelligence underpin customized recommendations and property solutions. Transwestern is built on a common purpose - Empowering Good People to do Extraordinary Things Together . We are committed to the hiring of smart, passionate, hard-working people who understand the benefits of both collaboration and independence. POSITION SUMMARY: The General Manager is responsible for all aspects of managing a commercial building - from operations and financial activities to managing important relationships with our tenants, property owners and vendors. The General Manager will oversee tenant improvements and service contracts, supervise the completion of property inspections and work with ownership to implement any recommended developments. It is also the responsibility of the General Manager not only to exhibit legendary customer service when communicating with tenants, prospective tenants, owners, and vendors but also to focus on productivity and results. This is a dynamic, on-site role that places you at the heart of the action. As a result, an essential function of this position is working on-site. Remote or hybrid options are not available. Being on property allows you to build strong relationships with clients and tenants, respond in real time, and make a visible impact every day. POSITION REQUIREMENTS: A minimum 10 years of property management experience, preferably in commercial /Class A Office management. Must have at least 5 years of experience managing people; specifically, a staff of ten (10) or more. A bachelor's degree in Business Management, Finance, Accounting, or related discipline. CPM and/or RPA designations or in progress. Must have intermediate to advanced Microsoft 365 Word, and Excel proficiencies. Microsoft Outlook, Angus, Accounting Software such as MRI, Yardi or CTI proficiency preferred. Strong understanding of financial reports, including variance of actual vs. budget numbers. Ability to keep information strictly confidential. Strong desire to succeed in an entrepreneurial environment. Exceptional oral and written communication skills. Must be able to handle multiple projects, changing priorities and a continually heavy workload. Strong customer service orientation. Foster a positive working environment for team members. Provide leadership and direction for growth and development for team members. Travel to various property locations as required. POSITION ESSENTIAL FUNCTIONS: Professionally represent TW while adhering to the terms and conditions of the management agreement. Ensure compliance with Property Management Policies and Procedures, codes, regulations, and governmental agency directives. Provide management and leadership to property staff, including hiring and performance management. Develop comprehensive annual inspection process for properties; complete weekly, monthly, quarterly, annual inspections as required for a specific asset, TW's best practices, and/or client requirements. Develop operating and capital budgets, track variances, oversee the completion of CAM reconciliations, and ensure smooth recovery process. Bid, negotiate, and manage conformity with vendor contracts in accordance with TW and the client's procurement contract requirements. Maintain interface with third-party owners and accounting team to ensure total contract compliance, including preparation of accurate and timely reporting. Coordinate and oversee all tenant and building construction work to ensure timely and accurate completion of all construction work at property on behalf of client. Participate in leasing and client team meetings and ensure effective communication between leasing and property management team members in order to achieve client's goals and objectives. Provide and foster positive relationships with tenants, external clients, and internal clients. Represent and communicate clearly and accurately, in person, over the phone, and in writing the authority of the property manager based on legal agreements in effect and TW policies. Coordinate training and development activities for team members. Oversee commercial property portfolio to include properties directly managed by General Manager and also by other designated Property Managers which report to the General Manager. Supervise Property Managers in their daily property operations, budget creation and any financial reporting or client requirements. Participate in special projects periodically assigned by the Vice President, Senior Vice President, or owner. Establish and maintain on-going client relationships. Foster relationships with BOMA/local CRE members to maintain awareness of competitor activity and/new business development opportunities. Additional duties or projects as assigned by Senior Leadership and the Client/Ownership. Salary: $150,000 WORK SHIFT: LOCATION: Baltimore, MD This is a dynamic, on-site role that places you at the heart of the action. As a result, an essential function of this position is working on-site. Remote or hybrid options are not available. Being on property allows you to build strong relationships with clients and tenants, respond in real time, and make a visible impact every day. ABOUT US Transwestern's Guiding Principles are woven into the fabric of our firm and underscore the value of each individual team member. We embrace inclusion - not only as the right thing to do, but as a reflection of who we are. It is our responsibility and heartfelt desire to create an environment that elevates the human spirit and brings out the best in everyone. Different backgrounds, life experiences and cultures shape our individual perspectives and ultimately generate the best results for our clients. Strategic human capital planning combined with development initiatives foster a work environment that celebrates uniqueness and champions the achievements attained through collaboration. Please note that all candidates selected for an offer of employment are subject to pre-employment background checks, which may include but are not limited to, based on the role for which they have been selected: criminal history, education verification, social media review, motor vehicle records, credit history, and professional license verification. In addition, your employment with Transwestern is subject to successfully passing a drug screen check prior to your starting with the Company along with satisfactory references. We understand you have a choice when choosing where to work and pursue a career. We understand you are unique and have your story. We want to hear it. We encourage you to apply today so that you may become a part of the Transwestern story.
    $40k-50k yearly est. Auto-Apply 48d ago
  • Marketing Coordinator

    Transwestern 4.5company rating

    Transwestern job in Washington, DC

    Four dynamic, integrated companies make up the Transwestern enterprise, giving us the perspective to think broadly, deeply and creatively about commercial real estate. Clients and investors rely on us for expertise that spans institutional and opportunistic investment, development, hospitality, and brokerage and asset services. Our award-winning, collaborative culture empowers team members with resources and independence to work across boundaries in pursuit of innovative solutions, reinforcing a reputation for service excellence that translates to measurable results. Through offices nationwide and alliance partners around the globe, we positively impact the built environment and our communities while fostering a work climate that champions career vitality for all. Learn more at transwestern.com and @Transwestern. Transwestern is built on a common purpose - Empowering Good People to do Extraordinary Things Together. We are committed to the hiring of smart, passionate, hard-working people who understand the benefits of both collaboration and independence. POSITION SUMMARY: Transwestern's Mid-Atlantic region is seeking an experienced, enthusiastic, and highly collaborative individual to join our team as a Marketing Coordinator. This role supports Transwestern's business development efforts, as well as existing client agency leasing efforts under the direction of the Marketing Director and senior leadership. The ideal candidate is an excellent communicator, proactive problem solver, and a strategic thinker. The Marketing Coordinator is responsible for creating qualifications packages, proposals, presentations, marketing brochures, email campaigns, event signage, and other deliverables, both in print and digital formats, across multiple platforms. It requires one is proficient with InDesign and capable of visual storytelling, as well as strong project management skills, and an exceptional ability to partner with business line leaders and producers. Candidates must be committed to internal client service, poised under fast-paced pressure, and have a positive, flexible attitude. This role is responsible for developing, managing, and implementing business development materials and marketing initiatives for a variety of brokers. In addition, this person will support the on-site coordination of external events as needed. The ideal candidate is a highly creative individual with the ability to implement client-focused marketing collateral in a fast-paced environment in support of regional marketing initiatives and business development. POSITION ESSENTIAL FUNCTIONS * Proficiency in Adobe InDesign required. * Work with Transwestern leadership, business lines, and other marketing team members, to design, write, and produce marketing materials: qualifications, proposals, presentations, brochures, tombstone ads, eblasts, websites, flyers, etc. * Assist in the creation of content including client communications, business development materials, and internal messaging. * Perform multiple marketing efforts against rapid and frequent deadlines. * Participate in implementation of external client events for the region. * Prepare memorandums, proposals, and other documents using various Adobe and Microsoft programs-InDesign, Acrobat, Adobe Express, MS Word, MS Powerpoint, MS Excel, etc. * Assist with property research on CoStar. * Develop and produce property tour books and surveys using LeaseUp. * Work with brokerage team in administration of sales process: database management, electronic marketing distribution, mail merges, and written proposals. * Prepares items in relation to marketing meetings and events, including but not limited to, creation and assembly of documents for distribution, attendance confirmations, and interacting with attendees to address questions or issues on an event. * Monitor competitors' marketing materials and incorporate best practice changes as needed. POSITION REQUIREMENTS * Bachelor's degree in Marketing, Graphic Design, Communications, or related field. * A minimum of three years of professional experience. * Strong knowledge of marketing, communications, advertising, and/or graphic design. * High proficiency using the Adobe Creative Cloud family, particularly InDesign, Photoshop, Illustrator, and Acrobat DC/Pro required. * Proficiency in Microsoft 365 products -Word, PowerPoint, Excel, Outlook, Teams required. * Experience with project management tool Monday.com preferred * Excellent analytical, problem solving, and communication skills. * Ability to work with diverse project teams, on multiple deadlines, and in a fast-paced work environment. * Strong production skills-for inhouse produced collateral-and knowledge/communication of print requirements for out-of-house produced collateral of all scales. * Ability to change course/direction on projects or at a moment's notice reprioritizing tasks and timelines. * Ability to provide strategic thinking and recognize competitive advantage opportunities for Transwestern and our clients, leveraging these in marketing and communications collateral. * Upbeat personality, positive attitude, and work well in a team environment. * Requires some lifting of office - related supplies (up to 25lb.) Additional Information: Compensation is commensurate with experience, with an expected salary range of $50,000 to $65,000, depending on qualifications and expertise. WORK SHIFT: LOCATION: Washington, DC ABOUT US Transwestern's Guiding Principles are woven into the fabric of our firm and underscore the value of each individual team member. We embrace inclusion - not only as the right thing to do, but as a reflection of who we are. It is our responsibility and heartfelt desire to create an environment that elevates the human spirit and brings out the best in everyone. Different backgrounds, life experiences and cultures shape our individual perspectives and ultimately generate the best results for our clients. Strategic human capital planning combined with development initiatives foster a work environment that celebrates uniqueness and champions the achievements attained through collaboration. Please note that all candidates selected for an offer of employment are subject to pre-employment background checks, which may include but are not limited to, based on the role for which they have been selected: criminal history, education verification, social media review, motor vehicle records, credit history, and professional license verification. In addition, your employment with Transwestern is subject to successfully passing a drug screen check prior to your starting with the Company along with satisfactory references. We understand you have a choice when choosing where to work and pursue a career. We understand you are unique and have your story. We want to hear it. We encourage you to apply today so that you may become a part of the Transwestern story.
    $50k-65k yearly Auto-Apply 22d ago
  • Client Associate

    Raymond James Financial, Inc. 4.7company rating

    Alexandria, VA job

    **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + Work both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office + Open new client accounts, process money movement, and research information as needed + Ensure client paperwork and documentation is accurate prior to submission and processing Follow up to ensure accurate completion + Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor + Create and maintain records and files utilizing Client Relationship Management (CRM) software + Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures + Performs other duties and responsibilities as assigned **Knowledge, Skills, and Abilities** **Knowledge of** + Company's working structure, policies, mission, and strategies + General office practices, procedures, and methods + Basic investment concepts, practices and procedures used in the securities industry + Financial markets, products and industry regulations **Skill in** + Client Relationship Management (CRM) software + Microsoft Office + Effective communication (in-person, virtual, phone and mail) **Ability to** + Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases + Analyze and research account information + Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment + Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns + Provide a high level of customer service in a calm and professional manner + Use mathematics sufficient to process account and transaction information + Use appropriate interpersonal styles and communicate effectively + Work both independently and as part of a team + Provide a high level of customer service _Goetzman Nau Financial Partners and its employees are_ **_independent contractors with respect to Raymond James_** _; not employees of Raymond James. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates._
    $71k-93k yearly est. 50d ago
  • Property Administrator

    Transwestern 4.5company rating

    Transwestern job in Alexandria, VA

    Four dynamic, integrated companies make up the Transwestern enterprise, giving us the perspective to think broadly, deeply and creatively about commercial real estate. Clients and investors rely on us for expertise that spans institutional and opportunistic investment, development, hospitality, and brokerage and asset services. Our award-winning, collaborative culture empowers team members with resources and independence to work across boundaries in pursuit of innovative solutions, reinforcing a reputation for service excellence that translates to measurable results. Through offices nationwide and alliance partners around the globe, we positively impact the built environment and our communities while fostering a work climate that champions career vitality for all. Learn more at transwestern.com and @Transwestern. Part of the Transwestern companies, Transwestern Real Estate Services (TRS) strives to add value for investors, owners, and occupiers across all commercial property types. Fueled by a holistic perspective of the real estate life cycle, agility and creativity are hallmarks of our approach, while vast national resources and sound market intelligence underpin customized recommendations and property solutions. Transwestern is built on a common purpose - Empowering Good People to do Extraordinary Things Together . We are committed to the hiring of smart, passionate, hard-working people who understand the benefits of both collaboration and independence. POSITION SUMMARY: The Property Administrator is responsible for working directly with the Property Manager in performing clerical and administrative assignments for the assigned properties/projects. It is the responsibility of the Property Administrator not only to exhibit legendary customer service when communicating with tenants, prospective tenants, owners, and vendors but to focus on productivity and results. ESSENTIAL JOB FUNCTIONS: Provide full administrative support including phone support, typing, reports, filing and distribution of correspondence. Schedule and coordinate meetings/special events as requested. Assist in lease administration activities including lease set up, administer lease changes, generate reports, etc. Prepare and coordinate bid proposals and service contracts and approved invoices. Maintain lease and property files. Track and file HVAC contracts and insurance certificates. Maintain follow-up system for expiration. Assist with monthly and quarterly management reports as well as annual budget preparation. Transcribe contracts, leases, proposals, addendums, side letters, exhibits, correspondence, etc. Prepare financial spreadsheets. Order and maintain adequate stock of office supplies. Greet tenants, prospective tenants, vendors, and guest. Notify participants of meetings, and their responsibilities and any changes in plans or schedules. Order tenant door plaques and directory strips; maintain property signage. Prepare and distribute tenant move-in packages; order tenant gifts as needed. Maintain parking/building access card records. Invoice tenant rebills (meter readings, HVAC, etc.). Maintain tenant contact, vendor contact list, and insurance information. Promote and foster positive relationships with tenants and owners. Additional duties assigned by the Property Manager. POSITION REQUIREMENTS: A high school diploma or GED equivalent (college courses preferred). At least 0-2 years of clerical, administrative duties (real estate experience is a plus). Must have intermediate to advanced MS 365 Word, Excel and Outlook proficiencies. Argus, accounting software such as MRI or Skyline proficiency preferred. Ability to keep information strictly confidential. Strong desire to succeed in an entrepreneurial environment. Must be able to handle multiple projects, changing priorities and a continually heavy workload. Exceptional oral and written communication skills. Strong customer service orientation. WORK SHIFT: LOCATION: Alexandria, VA ABOUT US Transwestern's Guiding Principles are woven into the fabric of our firm and underscore the value of each individual team member. We embrace inclusion - not only as the right thing to do, but as a reflection of who we are. It is our responsibility and heartfelt desire to create an environment that elevates the human spirit and brings out the best in everyone. Different backgrounds, life experiences and cultures shape our individual perspectives and ultimately generate the best results for our clients. Strategic human capital planning combined with development initiatives foster a work environment that celebrates uniqueness and champions the achievements attained through collaboration. Please note that all candidates selected for an offer of employment are subject to pre-employment background checks, which may include but are not limited to, based on the role for which they have been selected: criminal history, education verification, social media review, motor vehicle records, credit history, and professional license verification. In addition, your employment with Transwestern is subject to successfully passing a drug screen check prior to your starting with the Company along with satisfactory references. We understand you have a choice when choosing where to work and pursue a career. We understand you are unique and have your story. We want to hear it. We encourage you to apply today so that you may become a part of the Transwestern story.
    $42k-52k yearly est. Auto-Apply 60d+ ago
  • Assistant Building Engineer

    Transwestern 4.5company rating

    Transwestern job in Washington, DC

    Four dynamic, integrated companies make up the Transwestern enterprise, giving us the perspective to think broadly, deeply and creatively about commercial real estate. Clients and investors rely on us for expertise that spans institutional and opportunistic investment, development, hospitality, and brokerage and asset services. Our award-winning, collaborative culture empowers team members with resources and independence to work across boundaries in pursuit of innovative solutions, reinforcing a reputation for service excellence that translates to measurable results. Through offices nationwide and alliance partners around the globe, we positively impact the built environment and our communities while fostering a work climate that champions career vitality for all. Learn more at transwestern.com and @Transwestern. Part of the Transwestern companies, Transwestern Real Estate Services (TRS) strives to add value for investors, owners, and occupiers across all commercial property types. Fueled by a holistic perspective of the real estate life cycle, agility and creativity are hallmarks of our approach, while vast national resources and sound market intelligence underpin customized recommendations and property solutions. Transwestern is built on a common purpose - Empowering Good People to do Extraordinary Things Together . We are committed to the hiring of smart, passionate, hard-working people who understand the benefits of both collaboration and independence. POSITION SUMMARY: The Assistant Building Engineer is responsible for completing work orders, grounds maintenance, painting, caulking, HVAC, plumbing, drywall, electrical and completing maintenance on buildings as needed. Under the supervision of the Chief Engineer, the Assistant Engineer will perform general preventive maintenance and corrective repair of buildings, industrial systems, equipment, and grounds. ESSENTIAL JOB FUNCTIONS: Assist with troubleshooting and repairs of buildings and installed systems to include, but not limited to plumbing systems, kitchen equipment, roofs, drains and HVAC. Perform general preventive maintenance and corrective repair of buildings, industrial systems, equipment, and grounds. Maintain all equipment as required per preventive maintenance programs. Inspect building systems including fire alarms, HVAC, and plumbing to ensure operation of equipment is within design capabilities and achieves environmental conditions prescribed by client. Respond quickly to emergency situations, summoning additional assistance as needed. Maintain an energy management program to ensure measures are taken to operate all systems in the most efficient manner to keep operating costs at a minimum. Maintain the building lighting system, including element and ballast repairs or replacements. Perform other duties as assigned. POSITION REQUIREMENTS: High school diploma or general education degree (GED) and a minimum of two years of related experience and/or trade school training or equivalent combination of education and experience. A minimum of 2 years building maintenance experience. Thorough knowledge in all building systems operations, maintenance and repair. Universal CFC certification preferred or working toward CFC certification and/or local or state license in mechanical or HVAC trade. Valid Driver License (may be required). Knowledgeable in energy management systems, techniques, and operations. Basic skills with Microsoft Office Outlook, Word, and Excel. Must have a thorough understanding of HVAC, electrical and building automation systems. Ability to understand and give general instructions in standard situations. Strong organizational and analytical skills. Strong customer service orientation. May require shift work, overtime and/or on call duties. Stooping, standing, climbing and frequent lifting of a minimum of 50 lbs. of equipment (pump, tools, ladders) and ability to safely install rigging/lifting device. May be required to work extended periods of time without relief when responding to priority/emergency situations (including overtime type assignments). Climb ladders and stairs. Pay Range: $25.00 - $28.00 per hour WORK SHIFT: LOCATION: Washington, DC ABOUT US Transwestern's Guiding Principles are woven into the fabric of our firm and underscore the value of each individual team member. We embrace inclusion - not only as the right thing to do, but as a reflection of who we are. It is our responsibility and heartfelt desire to create an environment that elevates the human spirit and brings out the best in everyone. Different backgrounds, life experiences and cultures shape our individual perspectives and ultimately generate the best results for our clients. Strategic human capital planning combined with development initiatives foster a work environment that celebrates uniqueness and champions the achievements attained through collaboration. Please note that all candidates selected for an offer of employment are subject to pre-employment background checks, which may include but are not limited to, based on the role for which they have been selected: criminal history, education verification, social media review, motor vehicle records, credit history, and professional license verification. In addition, your employment with Transwestern is subject to successfully passing a drug screen check prior to your starting with the Company along with satisfactory references. We understand you have a choice when choosing where to work and pursue a career. We understand you are unique and have your story. We want to hear it. We encourage you to apply today so that you may become a part of the Transwestern story.
    $25-28 hourly Auto-Apply 60d+ ago

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