Transaction Coordinator
7 months ago
The mission of our Company is to provide a premier customer service experience for our Advisors and the clients we serve. Each member of our team, our expert Advisors and phenomenal staff, are focused on our core values of competence, exclusivity and passion.
The Transaction Specialist is responsible for the auditing and processing of transactions. They will handle commissions and sales, as well as other day to day brokerage duties. The Transaction Specialist is an outgoing individual, draws energy from working with people, and is optimistic. They have a strong sense of urgency, but not at the expense of quality. In addition, they demonstrate on a daily basis the knowledge, attitudes, skills, and habits of a high achiever who is committed to putting clients first. They will manage the auditing and processing of transactions efficiently and effectively to ensure all required documents are gathered to end with a successful sale. They will pay out all commissions on closing and track all transactions from start to post closing. This individual must provide exceptional customer service and have excellent communication skills.
Essential Duties and Responsibilities:
- Create timelines and follow up with individuals as needed to ensure all deadlines are met.
- Maintain accurate and compliant files for all transactions
- Create a house file (Google Drive) for all transactions
- Understand the contracts in order to summarize all important terms and conditions.
- Communicate with the advisor several times throughout the transaction including all important dates, missing documents, calendar reminders, file compliance status, etc.
- Close all transactions including paying Advisors, arranging deposits, and inputting closings into the various computer systems.
- Be the first point of contact/resource for all questions that arise throughout the transaction process. Establish relationships with all interested advisors in order to ensure a smooth process and share relevant information with the agent.
- Stay in good communication with the advisor/lawyers if any issues arise that need to handled.
- Ensure paperwork is completed correctly and timely with any office standards.
- Work with shop management and owners to manager coordination of transactons
- Other clerical duties pertaining to the position and brokerage
Position Requirements:
- Excellent at building rapport
- People oriented
- Strong written and verbal communication skills
- Good organizational skills
- Learning based
- Excellent follow-up
- Proactive in problem-solving
**Salary**: From $38,000.00 per year
**Benefits**:
- Company events
- Dental care
- Extended health care
- Flexible schedule
- Life insurance
- On-site gym
- On-site parking
- Paid time off
Flexible Language Requirement:
- French not required
Schedule:
- Monday to Friday
Application question(s):
- Previous Brokerage administrative experience is a plus
**Experience**:
- Office and adminstrative: 3 years (required)
**Language**:
- English (required)
Ability to Commute:
- Halifax, NS B3J 0C6 (required)
Ability to Relocate:
- Halifax, NS B3J 0C6: Relocate before starting work (required)
Work Location: In person
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