Associate

Client Interaction & Account Management
Handle inquiries from prospects clients and brokers via phone and email.
Coordinate property tours and distribute marketing and transaction packages.
Manage client activity for specific accounts and transactions.
Assist with relationship management and required reporting.
Maintain and manage client databases.
Use web-based software for standardized reporting under team guidance.
Collaborate with GOS and Market Leadership to support account development opportunities.
Client Reporting
Coordinate and implement reporting requirements using transaction management software.
Maintain collaborative worksites using proprietary and market standard tools.
Collect and enter transaction and portfolio data ensuring completeness and accuracy.
Provide technical support and guidance to agents partners and clients to maximize reporting tool usage.
Prepare detailed and value added reports and calculations for transactions.
Develop reporting frameworks for Rebates and Bonus programs.
Finance & Transaction Support
Organize and prepare transaction documentation including confidentiality agreements offers listing agreements and closing documents.
Track critical deadlines for offers bids and responses including preparing a Summary of Critical Dates.
Prepare research reports using platforms such as Site Solutions RealNet and landlord vacancy data.
Abstract leases and draft proposals.
Draft and route client documents including Requests for Service Agreements and Broker Engagement Letters.
Manage revenue projections and transaction tracking.
Monitor and escalate project timeline variances as required.
Manage new projects and renewals coordinating with C&W and third party brokerage resources.
Lead and provide strategic guidance during transaction processes.
Conduct post mortem reviews or client surveys to support continuous improvement.
Submit and track agent expenses including BDA submissions.
Administration & Coordination
Implement marketing strategies including social media management.
Compile and update landlord activity reports and transaction pipelines.
Prepare and research market surveys based on client requirements.
Coordinate marketing programs for listings including advertisements direct mailers email campaigns flyers postcards and newsletters.
Create listing proposals and pitches including print finishing (printing and binding).
Manage agent deadlines meetings tasks and client interactions.
Modify and format process documents to meet specific client requirements.
Maintain process documentation and playbooks tailored to client needs.
Monitor all aspects of the Transaction Management process using multiple tools.
Maintain and update databases (e.g. Engage) with landlord tenant property and prospect information.
Perform clerical tasks such as data entry filing telephone support courier coordination and mailings.
Manage special projects and miscellaneous requests from the brokerage team.
Qualifications & Skills
Commercial Real Estate License
High attention to detail and accuracy Strong organizational communication and time management skills
Ability to manage multiple priorities in a deadline driven environment
Proficiency in Microsoft Office and web based reporting platforms
Professional client service mindset
Interest in commercial real estate or brokerage services