Description:
The Operations Specialist will work closely with the broker teams while providing administrative support to the Operations Manager, Managing Principal and/or other department leaders. This role will be responsible for creatively solving problems to ensure the offices operate in an efficient and effective manner. This role will also assist in administrative duties in the absence of Administrator, such as booking travel, answering phones, managing conference spaces, receiving guests, cleaning kitchens and conference spaces, collecting and distributing mail, run copy room or copier, submitting maintenance requests, and collaborating with counterparts in other markets to learn and utilize best operational practices.
- Essential Duties
- Works with Manager of Market Operations on business continuity issues, such as emergency plans, to follow up with fee-earners, Project Coordinators, and Office Managers, as needed
- In the absence of functional leadership, work with fee-earners to deploy teams of research, marketing, and service delivery staff
- Consult with Brokers and teams regularly on business plan reviews
- Encourage Brokers adoption of platform resources, establish key contacts and cross-sell opportunities
- Responsible for organizing specialty group and all-hands sales meetings
- Provide oversight for recruiting, onboarding, performance management, employee coaching, counseling, and policy adherence in conjunction with HR
- Work in conjunction with IT, Real Estate, and management on all moves while tracking broker licenses, professional memberships, and educational requirements and follow up with fee-earners on any delinquencies or upcoming actions required
- Enter and maintain tracking of expenses related to deals, using Commissions Accounting and CRM Systems
- Attribute expenses to specific deals or other codes and track against deal budget while entering expense reports into Workday
- Manage purchasing and maintenance of office supplies and office equipment (i.e. furniture, IT equipment, telephones, snack services, plants, etc.) by ordering through Workday, procurement, or outside vendor; entering all new local vendors into Workday and cleanse data, if required
- Performs other related duties as required or requested