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Support financial advisors with client service, account paperwork, securities transactions (per FINRA licensing), cash management, meeting coordination, compliance adherence, and collaboration with operations and custodians to resolve account issues while assisting business development and marketing initiatives.

Lead new business generation and REMS service sales across Northern California. Drive client relationships, price and transition new accounts, improve operational performance, collaborate with regional leadership, and deliver service excellence.

The Valuation Services Director will oversee valuation services, manage client relationships, handle appraisal assignments, and ensure quality advisory solutions while utilizing financial reporting expertise.

As a Valuation Services Director, you will manage valuation services, develop client relationships, supervise team members, and deliver high-quality advisory solutions.

The Administrative Manager will ensure efficient office operations, manage staff, oversee compliance with regulations, and support business lines through various administrative functions.

Support valuation and appraisal projects by researching market and property data, performing analyses across property types, and assisting senior associates from project start to finish.

The Client Services Coordinator will support commercial real estate brokers by managing marketing initiatives, transactions, market research, and client communications. They will create marketing materials, optimize workflows, and maintain market databases while ensuring a high-quality client experience.

The Associate will analyze properties, prospect for new business, maintain databases, prepare documentation, and manage sales transactions in multifamily investment sales.

As a Valuation Services Director, you will lead valuation services, manage client relationships, and supervise appraisal assignments. You will analyze financial data and prepare clear presentations while promoting the brand's value and ensuring exceptional client service across teams.

Lead owner-representative project delivery across design, construction, occupancy, budgets and schedules for office, healthcare, hospitality, retail and mixed-use projects. Coordinate stakeholders, track progress against goals, prepare reports and forecasts, manage contractors and quality control, facilitate client meetings, and support business development and proposal generation.