Job Summary:  

We are seeking a proactive Administrative and Finance Coordinator with experience in finance or accounting, preferably within real estate. The role involves managing inboxes and client communications, coordinating calendars and meetings, supporting deal sourcing and transaction processes, handling invoices and payments, and assisting with project management tasks.

Core Tasks:  

• Monitor multiple inboxes to triage and respond to client questions and concerns

• Assist with phone outreach and triaging various calls to the office

• Assist with deal sourcing and opportunity research as needed 

• Learn about and take part in the title title coordination process for various transactions

• Perform ad hoc payment, invoice management, file management, etc 

• Manage a calendar including scheduling, meetings, and travel arrangements

• Serve as a contact between employees, clients, and external partners

• Prepare/ edit correspondence, communications, presentations, reports, and other docs

• Coordinate meetings, set agendas, take minutes, and prepare follow ups / action items

• Perform other ad-hoc tasks with limited instruction as needed

• Assist with project management tasks (track deadlines/ coordinate to ensure success)

• Assist with personal tasks as needed 

• Create SOPs as needed

Must-Haves:  

• 3+ years experience in a finance admin or accounting role (preferably in real estate)

• Strong verbal and written English communication skills

• 2+ years experience with project management-related tasks and tools

• Strong organizational and planning skills with an entrepreneurial mindset 

• Excellent time management skills and ability to multitask and prioritize

• Background with Clikcup for project management (or similar tools)

• Familiarity with Slack and Zoom for internal team coordination / communication

• Ability to work CST (preferred) or EST

Nice-to-Haves:

• Hands on experience with Quickbooks and / or Buildium for bookkeeping

• Experience using and creating Zapier automatons 

• Experience working in the real estate industry