Operations Specialist

Description

• Consult with Brokers and teams regularly on business plan reviews
• Work in conjunction with IT, Real Estate, and management on all moves while tracking broker licenses, professional memberships, and educational requirements and follow up with fee-earners on any delinquencies or upcoming actions required
• Responsible for organizing specialty group and all-hands sales meetings
• Provide oversight for recruiting, onboarding, performance management, employee coaching, counseling, and policy adherence in conjunction with HR
• Encourage Brokers adoption of platform resources, establish key contacts and cross-sell opportunities
• Enter and maintain tracking of expenses related to deals, using Commissions Accounting and CRM Systems
• Works with Manager of Market Operations on business continuity issues, such as emergency plans, to follow up with fee-earners and Project Coordinators as needed
• Management of costs to budget, keeping variances to a minimum
• In the absence of functional leadership, work with fee-earners to deploy teams of research, marketing, and service delivery staff
• Attribute expenses to specific deals or other codes and track against deal budget while entering expense reports into Workday
• Manage purchasing and maintenance of office supplies and office equipment (i.e. furniture, IT equipment, telephones, snack services, plants, etc.) by ordering through Workday, procurement, or outside vendor; entering all new local vendors into Workday and cleanse data, if required

Requirements

• Bachelor's Degree preferably in Business or related discipline
• Proficiency with Microsoft Office Suite
• Ability to prioritize competing tasks to meet business needs
• Customer service and people skills
• Possess strong oral, written and presentation communication skills
• 3-5 years of administrative support experience

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance