Lee & Associates Investment Services Group, Inc. is the investment advisory arm of Lee & Associates. Founded in 2008, the Investment Services Group is a real estate firm that leverages the Lee & Associates national platform for the benefit of its clients. We are looking for an individual to manage our team of brokers and agents.

The ideal candidate is a self-motivated team player with a desire to work in the commercial real estate industry. You must be highly organized, and able to handle multiple tasks in a fast-paced environment and have a can-do attitude. This individual must possess excellent presentation and verbal communication skills, phone etiquette and ability to prioritize.

Accounting Functions:

• Facilitate Accounts receivables and process payables
• Assist with processing commission payments
• Bank account reconciliations using QuickBooks
• Semi-monthly payroll and PTO tracking-if applicable
• Manage Venture Capital database, and semi-annual distribution process
• Annual W2 and 1099 preparation
• Annual bonus calculations and distribution
• Prepare year-end documentation for CPA review
• Generate P&L statements and reports (i.e. balance sheet, income statement, budget analysis, etc.)

General Office Administration:

• Maintain company files
• Distribute mail and other materials to appropriate agents
• Coordinate and schedule all meetings, lunches, and trainings, act as secretary and take minutes at each company meeting
• Attend HR boot camp and maintain relationship with CalChamber
• Attend Lee corporate functions and attend meetings specifically for all Lee Office Managers
• Act as liaison with all vendors and technology providers
• Order and maintain office and postage supplies
• Troubleshoot any computer/telephone problems
• Identify and develop new systems and programs to improve upon existing office operations

Sales Support:

• Maintain Dealius database of listings and upcoming closings
• Maintain database of closed transactions, and files to follow state regulations
• Create specialized reports for agents and brokers, as needed
• Work directly with agents to draft press releases for closed transactions

Marketing Support:

• Coordinate and draft content for company social media pages
• Schedule social media posts : Instagram, Twitter, Facebook
• Create small graphics as needed for social media
• Maintain advertising according to company budget
• Maintain company website in Wix.com
• Order business cards, process print orders, and coordinate print orders with agents, as needed

Recruitment Support:

• Assist in the placement of ads for recruitment of new agents
• Maintain database of recruitment prospects

Programs Used:

• Microsoft Word, Excel, PowerPoint, Outlook
• Office365
• SharePoint
• Buildout
• Various Internet Websites
• Quickbooks
• Dealius

Qualifications:

• Valid CA Real Estate License preferred (not required with relative experience)
• Minimum 1-3 years Accounting experience
• Advanced skills in MS Office (Excel, Word, PowerPoint)
• Advanced knowledge and comfort level with office equipment (copiers, scanners, etc.)
• Technologically savvy and ability to learn things quickly
• Must be organized and have the ability to prioritize and handle multiple projects at one time
• Must have ability to handle pressure situations and meet difficult deadlines
• Strong oral and written communication skills

Location: Eagle Rock, CA