Office Manager & Marketing Director
Lee & Associates - Investment Services Group
Pasadena, California, United States
Accounting Functions:• Process Accounts receivables and payables• Process commission payments• Bank account reconciliations• Semi-monthly payroll and PTO tracking• Workers compensation insurance payments, auditing, and reporting• Manage Venture Capital database, and semi-annual distribution process• Annual W2 and 1099 preparation• Quarterly bonus calculations and distribution• Prepare year-end documentation for CPA review• Track the personal expenses for agents and send reports each month• Generate P&L statements and reports (i.e. balance sheet, income statement, budget analysis, etc.)Sales Support:• Maintain database of listings and upcoming closings• Assist agents in the preparation of contracts in AIR CRE and CAR Forms• Assist in the preparation of flyers, proposals, and other listing marketing materials• Create custom marketing pieces using InDesign and Photoshop as needed• Coordinate with escrow companies, title reps, agents, etc. on closings• Maintain database of closed transactions, and files to follow state regulations• Create specialized reports for agents and brokers, as needed• Work directly with agents to draft press releases for closed transactionsMarketing Support:• Coordinate and draft content for company social media pages• Schedule social media posts.• Create graphics as needed for social media • Maintain advertising according to company budget• Maintain company website • Order business cards, process print orders, and coordinate print orders with agents, as neededRecruitment Support:• Assist in the placement of ads for recruitment of new agents• Maintain database of recruitment prospects• Screen candidates and conduct initial phone interview• Scan and send recruitment files to appropriate brokers to follow up on candidates for hire• Process new agent files and coordinate the distribution of onboarding paperwork and contract execution