Brokerage Specialist

Overview

Supports fee‑earner with transactions, marketing, reporting, and admin tasks.

Key Responsibilities

• crm management
• marketing collateral
• deal pipeline
• escrow coordination
• client reporting
• event coordination

Tasks

-Manage due diligence and marketing process with clients for investment sales and leasing projects -Notify fee-earner of internal and external events and conferences -Follow up with all parties on the execution of deal related documents as required -Compile information to be used in periodic client activity reports -Coordinate with Legal for review and approval when template documents are insufficient -Coordinate travel and other logistics for fee-earner as necessary -Support the creation of marketing materials and presentations, including flyers, corporate leasing proposals, case studies, qualifications booklets, email blasts, invitations, and website content using Adobe InDesign -Provide Deal numbers as needed for the proper recording of pursuit and deal related expenses -Control and manage the pipeline of active transactions and see them to close -Develop and mail/email general flyers or collateral on behalf of fee-earner -Manage standardized & customized post-closing processes -Manage progression of escrow process working with photographers, engineers, environmental surveyors, escrow officers, title reps, etc. -Attend strategy sessions with fee-earner and other departments as necessary -Manage and coordinate leasing and/or investment sales process -Plan and support client and local C&W events (e.g. State of Real Estate, charitable events, etc.) -Communicate requests with Marketing, Research, and Financial Analyst for the delivery of necessary information -Provide sales, marketing, and transaction support -Respond to requests under certain threshold, such as basic property or ownership searches -Support content creation process with regards to timeline and production cycle -Schedule & oversee the marketing efforts behind the sales process for every exclusive listing -Create deal sheet and provide to fee-earner and Director of Operations for review and approval -Follow up with prospective buyers to discuss their needs & concerns -Populate template market documents, such as tour books, property flyers, and brochures -Schedule tours & orchestrate communication with fee-earner -Collect offers, create an offer summary matrix, and manage prospective buyers through a funnel system -Review and analyze lease/sale documents -Enter new leads and opportunities into the CRM system and update accordingly -Coordinate with fee-earner on the timely delivery of necessary information for CRM maintenance -Coordinate with other departments based on the needs of the fee-earner -Schedule marketing events as well as photographs and aerials with third party vendors -Package Deal Sheet with deal documentation and submit to Revenue Accountant for processing -Coordinate with Marketing, Research, etc. on behalf of fee-earner for the creation of pitch/proposal as needed.  This includes obtaining and delivering necessary information for content creation for marketing deliverables (graphic design, mapping, etc.) -Schedule meetings with fee-earner and other departments for review and feedback -Update CRM system on behalf of fee-earner -Support timeliness of deliverables -Maintain local & third party web pages for corporate website and/or property websites -Create weekly updates to be circulated to ownership and fee-earner to keep them updated on marketing efforts -Schedule meetings with prospects/clients and arrange any other accommodations that may be required, such as catering, transportation, and space reservations -Handle client contact lists, including database management -Research potential conflict of new pursuits -Assess activity of third -party vendors and report to team for correction and advise fee-earner -Maintain calendar of due dates and follow up as necessary -Manage escrow timelines to ensure that deals are happening in a timely fashion -Coordinate with Marketing with respect to production of marketing materials when outside vendor is required for printing -Exercise discretion and independent judgment in the performance of job duties listed above -Process all reimbursement requests of fee-earner -Schedule follow up meetings as necessary -Review CRM with fee-earner to ensure the accuracy of the information -Prepare deal related documents – internal for C&W as well as Case Study, Press Release and Just Sold communication and provide to fee-earner for review, approval, and delivery -Prepare monthly & weekly reports for clients including current status of deals, marketing efforts for available properties, companies currently targeting, etc -Perform basic data gathering, such as property searches and site selections -Execute property tour logistics for showing, including coordination with fee-earner and/or licensed professional, scheduling meetings, and arranging any other accommodations that may be required (e.g., delivering food, reserving space)

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Benefits

-Register fee-earner for desired events

About Cushman & Wakefield

-With operations across ~400 offices in 60+ countries, it bridges global scale with deep local market insight. -Typical projects range from agency leasing and capital-markets advisory to project development and integrated facilities management. -The firm specializes across sectors including data centers, industrial/logistics, life sciences, retail, government, and healthcare. -A standout fact: it advises marquee assets like ports, rail hubs, and sports venues.

Sector Specialisms