Broker Associate

6 months ago

Vancouver, Canada Cushman & Wakefield Full time

**Job Title**

Broker Associate
**Job Description Summary**

The Associate role will work directly with a fee-earner, fee-earner team, or in a specific Service Line. In this role, they will assist the team(s) by preparing written content, performing financial analysis, preparing client reports in accordance with the client requirements, and coordinating and preparing pitches/proposals with other departments. The Associate will also assist with client/prospect relationship management and communication and performing various related tasks.

**ESSENTIAL DUTIES AND RESPONSIBILITIES**

Support financial analysis, content preparation, survey preparation, pitch and/or proposal coordination, CRM management, tour coordination. Coordinate project deliverables and timelines, working directly with fee-earners, as needed. Oversee and execute client reporting requirements.

**Key responsibilities**

Pitch and/or Proposal Coordination
- Assist with pitch and/or proposal coordination as needed
- Coordinate proposal and deal priorities, communicating priorities to teaM/Fee-earner
- Work with Senior Project Coordinator and/or Marketing to develop written content of proposal based on direction from fee-earner as needed

Other Sales Support
- Support delivery marketing efforts, coordinating with necessary teams to gather and prepare proposal in a project management capacity
- Support completion of offering memorandums, including compilation and coordination with Marketing, Financial Analyst(s) and Research
- Prepare or work with Financial Analyst to prepare financial analysis reports related to needs of fee-earner
- Work with Senior Associate and/or fee-earner(s) on reviews and updates to finalize the material
- Support preparation of RFP responses and competitive matrixes on behalf of fee-earners and distribute once approved
- Coordinate drafting of leases, contracts, commission agreements, co-broker agreements, including coordinating with Project/Senior Project Coordinator, fee-earner, Legal, Client, and any other party associated with project for approval and execution

Client Interaction
- Coordinate meetings with Client and fee-earner
- Communicate additional meeting needs to Project/Senior Project Coordinator and oversee their execution of catering needs, reservations, printing/copying, etc.
- Attend client meetings with fee-earner as needed
- Communicate with Client on behalf of fee-earner to request necessary information
- Assist in the scheduling of property showings and tours
- Work with property-owners or clients in scheduling tours and showings
- Perform property showings and tours on behalf of fee-earner as needed
- Prepare reporting per the client requirements
- Provide status updates to Client as appropriate

Assist CRM and Pipeline Reporting
- Manage CRM by inputting new pursuits and updating current opportunities as necessary
- Research CRM for conflicts with potential pursuits
- Work with Senior Analyst and Project/Senior Project Coordinators, as needed, on pipeline reporting

Property Level Financial Analytics
- Collaborate with Financial Analyst(s) in development of due diligence, financial analysis, and/or pulling and packaging comps
- Work with research team, as necessary, in retrieval of comps from systems
- Interpret insights from financial analysis and develop written reports for clients
- Coordinate with marketing and graphics resources in development of offer memorandums or other client deliverables
- Manage timelines and deliverables in response to client requests for analysis
- Work directly with client and fee-earners, as necessary, to capture information requested
- Develop and maintain deep understanding of market
- Coordinate go-to-market activities, if necessary

Invoice Processing/Paying and Managing Receivables
- Communicate with appropriate party any deal related expenses to ensure proper coding of expenses
- Collaborate with fee-earner and Revenue Accountant to identify and collect outstanding receivables

Maintain Databases
- Understand and collect updates for new listings, lost listings, and changes to existing listings
- Review database to ensure accuracy of team’s listings
- Provide updates to Research based on activity
- Periodically review third party sites to ensure accurate and up to date information
- Work with Research team to update information, as needed
- Provide updates to third party based on open and closed opportunities/listings

Respond to Data Requests
- Review data returned from Research team in response to request from fee-earner to review for completeness and accuracy
- Provide feedback to Research team based on needs of fee-earner

Reporting relationship

The job will report to the following: Market Leadership

The job will have the following indirect (dotted) reports: Fee-Earner(s)

Metrics

Role will be evaluated on the following:

- Accuracy of information
- Timeliness of information
- Gross production of team supported
- Client feedback

BACKGROUND AND EXPERIEN

  • Mortgage Broker/ Submortgage Broker

    3 months ago

    Vancouver, Canada Breezeful Mortgage Full time

    **Who are we?** **Nationwide**: Breezeful is Canada's tech-enabled mortgage brokerage operating in British Columbia, Ontario, Alberta, New Brunswick, Saskatchewan and Nova Scotia. Our aim is to provide a convenient and efficient way for mortgage agents, mortgage brokers and submortgage brokers to build their business both in person and online. **Backed by...

  • Freight Broker

    6 months ago

    Vancouver, Canada Challenger Motor Freight Inc. Full time

    Join the Challenger team as a Freight Broker (Operating) Agent today! **What is a Freight Broker (Operating) Agent?** The Freight Broker Agent prospects for new customers and provides the customer solutions based on the carriers/providers that they source using tools like the Challenger Carrier Pool and Load boards. **Why be a Freight Broker (Operating)...

  • Marine Insurance Broker

    4 weeks ago

    Vancouver, British Columbia, Canada Aon Full time

    Marine Insurance BrokerAon is seeking a skilled Marine Insurance Broker to join our team. As a Marine Insurance Broker, you will be responsible for analyzing client-specific risk exposure and developing coverage strategies to mitigate those risks.Key Responsibilities:Participate in client and prospect meetings to understand their risk management...

  • Managing Broker

    5 months ago

    Vancouver, Canada rennie Full time

    **Position**:Managing Broker**Reports to**: Vice President, Sales Operations**Job Type**:Full Time, Permanent **About rennie** - rennie brings a thoughtful, trusted approach to the real estate industry, supporting our clients and communities for more than 40 years.Founded on a people-first culture, our growing team of 130+ head office staff and 270+ real...

  • Marine Insurance Broker

    1 month ago

    Vancouver, British Columbia, Canada Aon Full time

    Role OverviewAon is seeking a skilled Marine Insurance Broker to join our team. As a Marine Insurance Broker, you will be responsible for analyzing client-specific risk exposure and developing coverage strategies to mitigate those risks.Key ResponsibilitiesParticipate in client and prospect meetings to discuss risk management strategiesCollaborate with...

  • Freight broker

    1 month ago

    Vancouver, Canada Challenger Motor Freight Full time

    Challenger is seeking motivated individuals to join our team as Freight Broker (Operating) Agent. As a Freight Broker Agent, you'll play a pivotal role in expanding our customer base and providing tailored solutions using our network of carriers and providers. Our agents have the autonomy to determine how and where they allocate their time to generate...

  • Freight broker

    2 months ago

    Vancouver, Canada Challenger Motor Freight Full time

    Challenger is seeking motivated individuals to join our team as Freight Broker (Operating) Agent.As a Freight Broker Agent, you'll play a pivotal role in expanding our customer base and providing tailored solutions using our network of carriers and providers.Our agents have the autonomy to determine how and where they allocate their time to generate revenue,...

  • Freight Broker Agent Opportunity

    2 weeks ago

    Vancouver, British Columbia, Canada Challenger Motor Freight Full time

    Company OverviewChallenger Motor Freight is a leading asset-based transportation company, offering a unique opportunity for motivated individuals to join our team as Freight Broker (Operating) Agents. With a strong presence in North America, we provide a stable and innovative environment for our agents to succeed.Estimated Salary Range$60,000 - $120,000 per...

  • Broker- General Practice

    6 months ago

    Vancouver, Canada Aon Full time

    Would you like to work as part of an industry-leading team? Do you enjoy helping empower results for clients by delivering innovative and effective solutions? You could be the perfect fit for our Broker position! This position is an onsite opportunity with a requirement to be in the office fulltime. Applicants must be legally authorized to work in Canada....

  • Auto Insurance Broker

    6 months ago

    North Vancouver, Canada Waypoint Insurance Full time

    Think about how exciting it would be to have a career that blends education, sales and technical savvy! Insurance brokers advise clients on how best to protect their assets. We are focused on attracting the right people to help us change the way insurance is offered. Client preferences on how they purchase insurance are driving the need for change at...

  • Associate

    5 months ago

    Vancouver, Canada 4Front Mortgages Full time

    **Overview**: **Responsibilities**: - other office duties as required **Requirements**: - mortgage experience is a must - Proficient in phone etiquette and time management - Ability to work in a team environment and independently We want an Associate that will grow in the role and become more and more important to the daily operations. Role will grow in...

  • Bilingual Collection Associate

    5 months ago

    Vancouver, Canada Imperial PFS Full time

    **You’re legendary. We’re hiring. Let’s talk!** Every day, we work to deliver on our Corporate Mission Statement: “To be the market leader by delivering innovative financial and technology solutions to help our Customers, partners, and investors achieve their goals.” How do we do that? By empowering and encouraging our Associates to provide...

  • Operations Associate

    6 months ago

    Vancouver, Canada Stalwart Insurance Group Full time

    **About Stalwart Insurance Brokers Ltd.** Stalwart Insurance Brokers Ltd. (“**Stalwart**”) is a growing national life insurance brokerage looking to become one of Canada’s leading insurance brokers by combining industry expertise with a client-first approach to business. Stalwart values the desire for excellence and entrepreneurial thinking to...

  • Executive Marine Insurance Broker

    1 week ago

    Vancouver, British Columbia, Canada Aon Full time

    Unlock Your Potential in Marine InsuranceWe are seeking an experienced Executive Marine Insurance Broker - Risk Management Specialist to join our team at Aon. In this role, you will have the opportunity to work with clients across Canada, providing expert advice on marine and logistics risks.About the RoleYou will be responsible for developing coverage...

  • Cash Application Associate

    2 months ago

    Vancouver, Canada Cansure Full time

    **INTRODUCTION** Specialty Program Group Canada (SPGC) is a fast-paced insurance Managing General Agency (MGA) that provides innovative underwriting solutions for our network of brokers across Canada through our trade brands: Cansure, Beacon, i3 Underwriting, and Specialty Claims Canada. Our success as Canada’s largest MGA is based on our innovation,...

  • Associate Mortgage Underwriter

    3 months ago

    Vancouver, Canada First National Financial Full time

    First National is proud to be an equal opportunity employer and is committed to diversity and inclusion regardless of race, color, religion, national origin, age, gender identity, physical or mental disability, sexual orientation and any other category protected by law. We are hiring an Associate Mortgage Underwriter, Third Party Residential...

  • Associate Mortgage Underwriter

    2 months ago

    Vancouver, Canada First National Financial Full time

    First National is proud to be an equal opportunity employer and is committed to diversity and inclusion regardless of race, color, religion, national origin, age, gender identity, physical or mental disability, sexual orientation and any other category protected by law. We are hiring an Associate Mortgage Underwriter, Third Party Residential...

  • Mortgage Underwriter Associate

    4 weeks ago

    Vancouver, British Columbia, Canada First National Full time

    Role Overview:The Associate Mortgage Underwriter supports the underwriting and credit decision process by reviewing all required documentation and applying sound due diligence.Key Responsibilities:Establishes and maintains positive relationships with mortgage brokers to build loyalty to the CompanyMaintains positive relationships with external partners such...

  • Mortgage Underwriter Associate

    4 weeks ago

    Vancouver, British Columbia, Canada First National Full time

    Job Summary:We are seeking a highly skilled Associate Mortgage Underwriter to join our team at First National. As a key member of our Third Party Residential Underwriting Division, you will play a crucial role in supporting the underwriting and credit decision process.Key Responsibilities:Review and verify accuracy of required documentation related to...

  • Sales Associate

    2 months ago

    Vancouver, Canada CoStar Group Full time

    Sales Associate - LoopNet Digital Advertising - Vancouver, BC **Job Description**: CoStar Group (NASDAQ: CSGP) is a leading global provider of commercial and residential real estate information, analytics, and online marketplaces. Included in the S&P 500 Index and the NASDAQ 100, CoStar Group is on a mission to digitize the world’s real estate, empowering...