Summary   

The Associate Consultant provides administrative and other back up support to Consultants and Senior Consultants throughout the relocation process by performing the following functions.                                                                                             

Essential Functions and Responsibilities include the following. Other duties may be assigned.

Provides ongoing back up support to Consultant/Sr. Consultant for incoming calls, email inquires from transferees, clients or service providers.

Serves as primary back up during a consultant’s absence, answering general questions, handling transactional situations, and referring questions and tasks to designate back-up Consultant.

Provides general administrative support to facilitate the relocation process, including:

• Preparing and sending packages (intro, offer, listing, etc.) to transferees and service providers
• Preparing new transferee files
• Assisting with the preparation of weekly, monthly and quarterly reports
• Learning and applying client policies

Assists in the delivery of services provided to the transferee, including:

• Ordering of appraisals, MVA’s, inspections, title  and all other reports for home sale transactions
• Coordinating and tracking  real estate closings
• Working with Consultant/Sr. Consultant to review or prepare marketing profiles and strategies
• Following up on submittal of property status reports by  real estate agents and makes recommendations
• Assisting with ordering  and monitoring household goods services, temporary accommodations  and other authorized services

Provides essential accounting support for the completion of a relocation, including:

• Coding all Home Sale Assistance expenses and preparing invoices for payment
• Monitoring and ensuring receipt of real estate referral fees

• Calculating and processing transferee equity advances and final equity
• Preparing home sale files for final audit
• Verifying amounts and following up on escrow refunds and referral fees

The position requires utilizing proprietary  Web-based technology and desktop features to maximize productivity, reduce administrative burden, provide complete and accurate documentation and ensure data integrity.

Qualifications and/or Experience  

• Excellent customer service and communication skills
• Demonstrated ability to multi-task
• Strong attention to detail
• Proficiency  in applicable computer systems and software including Word and Excel
• Ability to work independently while managing various tasks
• Working knowledge of financial concepts
• Knowledge of real estate transactions, related documents and procedures preferred
• Applicable relocation and/or real estate industry experience preferred,

Competencies

Quality - Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality; applies feedback to improve performance; monitors own work to ensure quality.

Customer Service - Displays courtesy and sensitivity; manages difficult or emotional customer situations; meets commitments; responds promptly to customer needs; solicits customer feedback to improve service.

Communication - Speaks clearly and persuasively; listens and gets clarification; responds well to questions; demonstrates group presentation skills; participates in meetings. Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data effectively.

Teamwork - Balances team and individual responsibilities; exhibits objectivity and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests.  Demonstrates flexibility in a changing environment.

Planning & Organization - Prioritizes and plans work activities; uses time efficiently; plans for additional resources; integrates changes smoothly; sets goals and objectives; works in an organized manner.

Problem Solving - Identifies problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; resolves problems in early stages; works well in group problem solving situations.

Job Knowledge - Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; keeps abreast of current developments; requires minimal supervision; displays understanding of how job relates to others; uses resources effectively.