Client Services Coordinator
Current-Providing administrative support as needed by brokers, including preparation and production of various reports and presentations, market surveys, tour books, etc.-Help with office accounting, including inputting billings, preparing commission invoices, reconcile cash receipts, send out reminder invoices, follow up on past due invoices, process co-broker payments and submit expense reports.-Coordinate on/offsite meetings including scheduling appointments, keeping calendars, and arranging travel itineraries and meeting room reservations. -Perform general administrative office duties such as tracking and ordering of kitchen/vendor supplies, handling incoming and outgoing mail / overnight shipping.-Utilize LinkedIn, Salesforce, and other sales management and/or marketing tools to assist brokers in tracking information.-Update and maintain various information databases and tracking indices. -Manage marketing email communications to clients and prospects.-Perform all activities related to the accounts payable function including reviewing, coding, and processing payments.-Perform account receivable functions including invoicing, deposits, collections, and revenue recognition.-Interpret and apply accounting policies, rules, and regulations to all work in order to ensure compliance with applicable standards.-Complete any ad hoc projects as directed by the Director of Operations or brokerage team.
