Investment Operations Coordinator
Jacksonville, FL Jacksonville, FL Full-time Full-time Estimated:
$46.
2K - $58.
5K a year Estimated:
$46.
2K - $58.
5K a year 10 days ago 10 days ago 10 days ago Investment Operations Coordinator Our mission:
A real estate company with a soul.
About us:
JWB Real Estate Capital, is recognized as one of the fastest-growing private companies in Northeast Florida.
As a privately-owned, client-centric company, JWB is focused on providing the highest quality service to our valued owners locally, nationally, and internationally.
What you'll do:
The primary focus of this department is to provide exemplary and mind-blowing customer service to our new and existing client base.
The person in this role will provide administrative support to the team to build our customer service reputation by handling various communications with our external partners, internal teammates, while maintaining a large detail orientation to set the team and customer up for success.
? New client onboarding and account setup ? Pulling Comparative Market Analysis' for prospective property onboards ? Liaison for annual changes to 1099's or other tax-related documents ? Insurance inspection scheduling management, tracking, invoicing ? Insurance liaison between insurance agents, clients, and JWB ? Violation submission and completion follow through ? Owner requested inspections submission and completion follow through ? Weekly/monthly tracking of department metrics ? Monthly property turn audits and review ? Annual property assessments for client's self-directed IRA as needed ? Projects assigned that enhance efficiency and productivity of the service department ? All other duties as assigned by Portfolio Management leadership team What you need to have to apply:
? College Degree Preferred (Minimum 2 years); High School Diploma Required ? Appropriate Score on Predictive Index (part of JWB's hiring process which applicant will receive after application submission) ? Superior communication skills, collaborative with strong leadership and interpersonal skills ? Work well in a team-oriented environment and analyze decisions with a broad perspective ? Results-oriented team player with a high level of self-motivation ? Strong Organizational skills with the ability to multitask ? Very analytical, quick to pick up systems, processes and learn to evaluate deals ? Highest level of personal and professional integrity and ethics ? Must be enthusiastic, creative and able to think both strategically and tactically ? Flexibility to adapt to process changes for the betterment of client experience and team efficiency ? Demonstrated proficiency in Microsoft Office, Google Docs, Internet applications, and related software ? Demonstrate effective and efficient decision-making skills Office Hours:
8:
30a-5p Time Commitment:
40-45 hours weekly Compensation Structure:
? $45,000 Salary ? Short Term Incentive up to:
$2000 annually (paid out in quarterly payments) OFFICE
Benefits:
? FL Blue Health Insurance Options ? Humana Dental Options ? Teledoc ? Paid Time Off ? 9 paid holidays ? Gym membership ? 401K program through John Hancock ? Free lunches daily ? Professional Development Opportunities ? Culture and Volunteer Opportunities ? Childcare Stipend Job Type:
Full-time Pay:
$45,000.
00 - $47,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Employee assistance program Health insurance Paid time off Parental leave Vision insurance Physical setting:
Office Schedule:
Monday to Friday Supplemental pay types:
Bonus opportunities Ability to commute/relocate:
Jacksonville, FL 32256:
Reliably commute or planning to relocate before starting work (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
$46.
2K - $58.
5K a year Estimated:
$46.
2K - $58.
5K a year 10 days ago 10 days ago 10 days ago Investment Operations Coordinator Our mission:
A real estate company with a soul.
About us:
JWB Real Estate Capital, is recognized as one of the fastest-growing private companies in Northeast Florida.
As a privately-owned, client-centric company, JWB is focused on providing the highest quality service to our valued owners locally, nationally, and internationally.
What you'll do:
The primary focus of this department is to provide exemplary and mind-blowing customer service to our new and existing client base.
The person in this role will provide administrative support to the team to build our customer service reputation by handling various communications with our external partners, internal teammates, while maintaining a large detail orientation to set the team and customer up for success.
? New client onboarding and account setup ? Pulling Comparative Market Analysis' for prospective property onboards ? Liaison for annual changes to 1099's or other tax-related documents ? Insurance inspection scheduling management, tracking, invoicing ? Insurance liaison between insurance agents, clients, and JWB ? Violation submission and completion follow through ? Owner requested inspections submission and completion follow through ? Weekly/monthly tracking of department metrics ? Monthly property turn audits and review ? Annual property assessments for client's self-directed IRA as needed ? Projects assigned that enhance efficiency and productivity of the service department ? All other duties as assigned by Portfolio Management leadership team What you need to have to apply:
? College Degree Preferred (Minimum 2 years); High School Diploma Required ? Appropriate Score on Predictive Index (part of JWB's hiring process which applicant will receive after application submission) ? Superior communication skills, collaborative with strong leadership and interpersonal skills ? Work well in a team-oriented environment and analyze decisions with a broad perspective ? Results-oriented team player with a high level of self-motivation ? Strong Organizational skills with the ability to multitask ? Very analytical, quick to pick up systems, processes and learn to evaluate deals ? Highest level of personal and professional integrity and ethics ? Must be enthusiastic, creative and able to think both strategically and tactically ? Flexibility to adapt to process changes for the betterment of client experience and team efficiency ? Demonstrated proficiency in Microsoft Office, Google Docs, Internet applications, and related software ? Demonstrate effective and efficient decision-making skills Office Hours:
8:
30a-5p Time Commitment:
40-45 hours weekly Compensation Structure:
? $45,000 Salary ? Short Term Incentive up to:
$2000 annually (paid out in quarterly payments) OFFICE
Benefits:
? FL Blue Health Insurance Options ? Humana Dental Options ? Teledoc ? Paid Time Off ? 9 paid holidays ? Gym membership ? 401K program through John Hancock ? Free lunches daily ? Professional Development Opportunities ? Culture and Volunteer Opportunities ? Childcare Stipend Job Type:
Full-time Pay:
$45,000.
00 - $47,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Employee assistance program Health insurance Paid time off Parental leave Vision insurance Physical setting:
Office Schedule:
Monday to Friday Supplemental pay types:
Bonus opportunities Ability to commute/relocate:
Jacksonville, FL 32256:
Reliably commute or planning to relocate before starting work (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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