* Perform clerical duties to include photocopying, mailing, faxing documents
* Schedule and coordinate meetings, appointments and travel arrangements for managers or supervisors
* Search, add, edit Investor information, and run reports within Client First and other relevant systems
* Input incoming Confidentiality Agreements for properties into CapLink and maintain electronic archives
* Provide support to team in technology applications, i.e., CRM, Dealio, CapLink, Outlook, Word, and other company supported programs
* Maintain and manage databases in Client First (CRM) and other, data entry and maintenance for the purposes of direct marketing and client relationship development
* Print and bind various booklets for properties – valuations, Offering Memorandums, etc.
* Schedule, set up and clean up meetings, lunches, and corporate events
* Produce timely and accurate of word-processed documents (correspondences, reports, memos, charts, agreements, PowerPoint presentations, etc.)
* Coordinate, prepare and distribute marketing materials and mass mailings
* Assist with new employee setup, bio/resume updates, and business card orders
* Prepare and execute expense reports with receipts on a regular and timely basis
* General day-to-day office management (i.e., maintain office supplies, route incoming calls, IT & AV troubleshooting, manage catering/conference room setup, process office invoices, mail distribution)