Plan and execute memorable client events that make a lasting impact

Coordinate Open House experiences to elevate client interactions

Prepare & mail outs gifts

Handle returns to vendors

Prepare birthday / anniversary lists for monthly mailings

Deliver mail outs to post office

Database Management

Ensure a clean and up-to-date database is maintained

Calendar & Meeting Management

Manage team and team leader calendars, ensuring everything from closings to vendor presentations runs smoothly

Coordinate agendas, confirm dates, and keep our team up to date with accuracy and ease

Organize team training, travel, and office space moves for seamless operations Closings & Gifting

Oversee final document preparation, deliver closing checks, and ensure gifts are ready for clients

Manage gifts and personalized touches

Support ongoing outreach with mailers, monthly CMAs, and other items to keep connections strong

Team & Agent Support

Schedule onboarding and off boarding activities for team members

Track inventory and order supplies to keep the office running like a well-oiled machine

Handle monthly and quarterly events

Support marketing efforts to generate additional business

Ensure monthly newsletters go out to database and Agents

Office Organization & System Management

Organize and electronically file documents, maintain a clean database, and support marketing outreach

Keep systems updated, execute our monthly newsletter, and prepare team materials

Manage invoicing and maintain vendor relationships to keep finances accurate and organized

Create and maintain operations manual that documents all systems and standards

Filing documents for closings

Agent On/Off boarding- Schedule meetings between agent and Team Leader

Handle onboarding/off boarding

Finances

Calls to vendors for booking, refunds, etc.

Pay invoices to vendors (staging, photography, etc.)

Hiring

Support Team Leader in hiring and training team members

Agent Experience:

Arrange for Birthday celebration of Agents and Staff - Surprise & Delight

Arrange for Monthly Individual Lunch with Team Leaders

Arrange for Annual Awards Ceremony

Arrange for Monthly / Quarterly Awards in Team Meetings

Qualifications

Proficient in Goggle Docs and Google Sheets

High School Diploma

2+ yr work experience

Canva experience is a plus, not a must

Standard Behaviors

Be nice.

Best utilization of Time always.

Have a sense of urgency always.

A positive attitude will be maintained at all times while in the office

Personal information about clients, customers, employees, staff, etc, is to be kept confidential.

The philosophy of The TEAM will be promoted at all times.

Professional/Business Casual Dress should be maintained at all times.

A high standard of integrity shall be maintained.? Tracking boards will be used to visualize office/team goals.

Key Skills – What behavioral traits, attitudes, and skills are required?

Strong written and verbal communication skills

Great ability to focus

Concerned about doing things the right way

Calm under pressure

Learning based

Service-based attitude

Proven ability to succeed

People Contacts and Interactions – What are the primary people contacts in this job (who, why, and how often)?

Team Leaders – daily

Administrative Team (as appropriate to team structure) – daily

Hours –

8:30am - 5:30pm Monday - Friday In-office