* Partner with team to help achieve team’s production and operational goals
* Search, add, edit Investor information, and run reports within Client First (CRM) and other relevant systems
* Clean up and maintenance of multiple databases, for the purpose of direct marketing and client relationship development
* Input incoming Confidentiality Agreements for properties into CapLink and manage electronic archives
* Provide support to team in technology applications, i.e., CRM, CapLink, In-Design, ExactTarget, Outlook, Word, and other company supported programs
* Schedule and coordinate meetings, appointments and travel arrangements for managers or supervisors
* Perform clerical duties to include photocopying, mailing, faxing documents, scheduling appointments and coordinating calendars
* Assist in coordinating new employee set-up, updating bios/resumes for pitches, events, PeopleFinder, etc., and ordering business cards
* Print and bind various booklets for properties and meetings - valuations, Offering Memorandums, tour books
* Schedule, set up and clean up meetings, lunches, and corporate events
* Coordinate, prepare and distribute marketing materials electronically or via mass hard copy mailings
* Prepare and process expense reports 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, mail distribution)
* Assist in the maintenance of project files, including budgets – vendor invoice processing, production schedules, copies and completed work samples.
* Maintain all project files, including budgets, production schedules, copies and completed work samples