Overview
Administrative Support Specialist – Financial Services Jobs in Atlantic, IA at OakPoint Wealth Management
Job Title
Senior Administrator
Job Description Summary
Job Description
Cushman & Wakefield, a global commercial real estate services firm, is currently seeking qualified candidates for the position of Sr. Administrator in our Atlanta Office, supporting the Capital Markets Multifamily Investment Sales Team.
This position requires exceptional customer service and the ability to interact with a diverse group of internal and external customers at all levels of the organization. The majority of duties are administrative in nature with some focus on marketing/business development support.
Primary Responsibilities
Administration and Office Support
Assist in planning and coordination of travel arrangements
Organize and assist internal meetings and events as required
Manage Calendars
Ensure company policies are followed
Maintain regional team’s reference guide and directory
Event Planning & Coordination
Coordinate catering, conference room space, invitations, and other event planning activities as needed
Budget and track event expenses
Track Opportunities, Listings, and Deal-Related Expenses
Maintain and update CRM system per guidelines with new opportunities
Maintain tracking of expenses related to deals
Update CRM upon closing of deals
Collect expense reimbursement documents, such as receipts, and other information from brokers
Attribute expenses to specific deals or other codes and track against deal budget
Support Sales, Transactions and Marketing
Assist in the creation and/or editing of presentation materials including flyers, leasing proposals, case studies, email blasts, invitations, etc. when necessary
Schedule calls and meetings with clients
Update internal database with sales or new property information and manage weekly client reports
Pull market reports for clients from online databases
Assist with market research
Role will be evaluated on the following:
Positive attitude
Professionalism
Efficiency and dependability
Organization
Customer service and people skills
Desk and phone coverage
Turnaround time
Data integrity and accuracy
Ability to work well with the team and brokers
Ability to set priorities, meet deadlines and multitask
Strong writing, editing and proofreading skills
Important experience
3+ years of administrative support experience
Front desk and/or commercial real estate experience a plus
Additional eligibility qualifications
Basic/Intermediate/Advanced Adobe InDesign skills and Microsoft Office Suite skills, including Excel, Outlook, PowerPoint, Word
Ability to plan, organize and manage processes
Ability to deal and communicate effectively with all levels of staff and management
InDesign experience is also beneficial
Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email [email protected]. Please refer to the job title and job location when you contact us.
INCO: “Cushman & Wakefield”
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Title: Administrative Support Specialist – Financial Services
Company: OakPoint Wealth Management
Location: Atlantic, IA
