Real Estate Assistant Job Description
Real estate assistant
provides daily service to the Commercial Real Estate department in the areas of loans, deposits and account servicing.
Real Estate Assistant Duties & Responsibilities
To write an effective real estate assistant job description, begin by listing detailed duties, responsibilities and expectations. We have included real estate assistant job description templates that you can modify and use.
Sample responsibilities for this position include:
Processing of purchase orders and expense claims for payment, adhering to expenses policies and procedures
Creation and maintenance of Excel invoice database as a reference tool
Perform research as needed, and compile reports and materials for presentations and meetings
Duplicate and distribute documents to staff, clients, and third parties as required
Build, manage, and maintain solid working relationships with internal and external clients
Opens/sorts mail
Telephone coverage and administrative support for the GRE executive
Ensure the accuracy and propriety of all financial data and reports
Assist with management reporting, financial statement preparation and review
Coordinate audit and prepare audit work papers for internal and external audits
Real Estate Assistant Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Real Estate Assistant
List any licenses or certifications required by the position: PMP, QLD, DHCR, LEED
Education for Real Estate Assistant
Typically a job would require a certain level of education.
Employers hiring for the real estate assistant job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Real Estate, Business, Finance, Education, Accounting, Management, Associates, General Education, Business/Administration, Law
Skills for Real Estate Assistant
Desired skills for real estate assistant include:
Computer components and their function relative to the overall operations of personal computers
MS Office
Procedures
Bank policies
Commercial loan software
Commercial real estate collateral
Construction
Contract management and property development
Excel
Lien perfection requirements
Desired experience for real estate assistant includes:
Strong computer skills with emphasis on MS Windows, Outlook and Word (Outlook Express not accepted), PowerPoint, and at least 1 year experience using the Calendar/Group Scheduling functions on a daily basis
Ability to exercise independent judgment and make decisions
Proven reputation of honesty and accuracy
Proven ability to work with a diverse and challenging group of individuals
Proven ability to work within a team
Two to five years of professional accounting experience encompassing similar duties
Real Estate Assistant Examples
1
Real Estate Assistant Job Description
Job Description Example
Our company is searching for experienced candidates for the position of real estate assistant. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for real estate assistant
- Overseeing the monthly closing process for the portfolios
- Support the Director of Real Estate and department managers, this includes assistance with calendar management, vendor communications, interactions with senior executives and interaction with key customers to allow them to leverage their time and to be most effective in their roles
- Make good sound decisions on behalf of the Director of Real Estate and department managers in their absence to determine the best course of action based on the information at hand
- Work actively with Director and department managers in developing and monitoring the overall budgets for Real Estate and Facilities
- Act as a liaison with Human Resources related to personnel hiring, salaries, benefits, corrective actions and employee development
- Manage departmental events and trainings
- Administrative duties would include, but not limited to
- Review commercial real estate loan requests and extract initial loan information
- Answering and managing incoming phone calls, faxes and mail
- Maintaining calendars and scheduling meetings and conference calls
Qualifications for real estate assistant
- Team-oriented and must possess strong integrity and professionalism
- A good knowledge of UK corporate tax and an awareness of other tax and accounting areas
- Relevant VAT experience (some financial services experience required ideally in real estate or M&A)
- Experience supporting a corporate real estate department and familiarity with real estate industry terms and systems
- Experience tracking and consolidating department budgets of at least $1 million plus is preferred
- Intermediate knowledge of Microsoft Office products and database entry
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Real Estate Assistant Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of real estate assistant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for real estate assistant
- Coordination and processing of invoices referencing back to contractual commitments for the Project team
- Project document management and general project coordination
- Coordinating onboarding process for new recruits including ensuring that documentation, equipment and relevant access is provided and scheduling training and induction sessions
- Providing support to the current CRE team assistant in addition to other divisional Business Assistants as required
- Prepare written and email correspondence internally and externally
- Calendar and contact management for assigned team members
- Order supplies and other items requested by the team
- Arrange catering for daily meetings
- Keep Investment Professionals on track and organized for daily meetings and schedules
- Work with full-service corporate travel agent to coordinate travel
Qualifications for real estate assistant
- A minimum of 5-7 years of experience in executive administrative positions
- Ability to exercise teamwork and flexibility, and adapt to the changing needs of the department
- Ability to present information in a clear and efficient manner
- Self-starter motivated by challenges
- Ability to exercise good judgment in the Director and department manager's absences
- Able to work with minimal supervision and direction
3
Real Estate Assistant Job Description
Job Description Example
Our company is hiring for a real estate assistant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for real estate assistant
- Complete online firm expense forms and track reimbursements
- Complete documentation creation
- Provide general administrative and office support as requested
- Creating comprehensive data analysis for investor Fund of Funds Performance Report, including graphical analysis of diversification, comparison of excess return & beta against index, NAV trends including historical and projected asset cash flows, and material event analysis
- Proactively highlighting and communicating fund and asset-specific issues and opportunities
- Communicating with and participating in key trade/industry groups to remain apprised of real-time events, capital market trends and transactions
- Conducting site visits to meet with members of each sponsor’s primary functional group
- Assessing asset quality and viability
- Support most aspects of accounting management (billing, tax forms, reporting )
- Assist in the preparation of financial statements in compliance with official guidelines and requirements
Qualifications for real estate assistant
- Must possess the ability to make quick judgment calls when necessary
- Able to prioritize projects and people quickly
- Ability to work well with all levels of employees up through the SVP level
- Must possess the ability maintain the utmost professionalism and calmness in high stress situations
- Must be able to handle highly confidential information very discreetly
- Ability to collaborate and partner with all types of personalities and levels of employees to accomplish goals and directives
4
Real Estate Assistant Job Description
Job Description Example
Our company is looking to fill the role of real estate assistant. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for real estate assistant
- Manage journal entries, invoices and reconcile accounts for the monthly or annual closing
- Assist in the preparation of budgets or forecasts
- Utilize accounting IT system to facilitate processes and maintain records
- Composes correspondence, memos, presentations, organizational charts, confidential materials
- Schedules and coordinates meetings, conference calls, and other executive events
- Maintains and manages calendars in, including heavy coordination of travel arrangements and itineraries both domestic and international
- Initiates, establish, and communicates department meetings on behalf of the Senior Leader
- Prepares special, one-time or ongoing reports
- Prepare confidential materials/ presentation decks from drafts
- Respond to inquiries received internally and externally by mail, which may involve communicating with Executive level management, both verbally and in written form
Qualifications for real estate assistant
- Will need to be a Notary
- 3+ years of experience supporting a team
- Proficiency in the use of Microsoft Office Suite software applications
- Degree in Finance and/or Real Estate/Infrastructure related field
- This positon does not require frequent travel, less than 10%
- Public Company Commercial Real Background
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Real Estate Assistant Job Description
Job Description Example
Our company is hiring for a real estate assistant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for real estate assistant
- Acts as primary contact with vendors and tenants to ensure that objectives as being met
- Performance enhancement for the Fund achieved through investment acquisitions and value enhancement initiatives
- Delivery of deals for acquisitions that are attractively priced and sourced from an array of vendors
- Achievement of sale prices in excess of expectation and within timeframes set by the Fund Manager
- Investment purchases completed efficiently, without any material issues being overlooked
- Provide a constructive and proactive input into the determination and updating of strategy for the Fund
- Provide a positive contribution to the Fund, in terms of ideas and initiatives to enhance returns, efficiency, profitability, or reporting
- All reports required are provided accurately and within the timeframe set down by the Fund Manager
- Positive feedback from presentations
- Fund winning new business
Qualifications for real estate assistant
- Big 4 highly preferred
- Possesses over 6 years of administrative experience
- Is highly organized, with strong multi-tasking skills
- UK Corporate Tax experience and the desire to specialise in the Real Estate field OR UK Audit Experience with prior experience of dealing with property clients
- Excellent organizational and interpersonal skills, , problem solving and follow-up skills
- Minimum Bachelor’s degree in accounting, finance or business