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Client Services Assistant

Location: Minnetonka
Posted on: May 13, 2022

Job Description:

We're looking for an enthusiastic new addition to our team in Minnetonka, MN as an Client Services Assistant.About UsRoers Companies is an emerging leader in real estate development and property management. Headquartered in Minnetonka, Minnesota, we're on a mission to elevate multifamily housing nationwide by developing and operating market-rate and affordable housing. Since our founding in 2012, our team has developed nearly $2 billion in real estate, representing more than 5,000 homes. The property management division, previously named Core Living, has ranked among America's fastest-growing companies on the Inc. 5000 list for the past three years. Our team thrives on purpose-filled work, an entrepreneurial spirit, and unlimited growth potential.About YouYou're passionate about your work and strive to achieve ambitious goals. You offer an extra hand and aren't afraid to ask for help when needed. You act with integrity and empathy for the people around you. You get the big picture while executing the little details. In other words, you share our corporate values - passion, work ethic, teamwork, integrity, and ownership mindset.ResponsibilitiesAs an Client Services Assistant, you will partner with the Equity team to develop and maintain existing investor relationships. In a given day, you may:

  • Partner with Investor Relations Manager (IRM) to schedule investor meetings.
  • Manage investor and prospect CRM (Juniper Square); update with meeting notes.
  • Plan and coordinate travel for IRM.
  • Conduct investor outreach in the form of follow-upcalls and emails, Christmas cards, and thank you notes.
  • Contact existing investors to discuss additional investment opportunities.
  • Plan, coordinate, and attend investor events. Planning includes securing sponsors, booking venues, ordering food, tracking RSVPs, etc.
  • Select and send gifts to investors on quarterly basis.
  • Prepare and send investor subscription agreements.
  • As an Investor Relations Specialist, you will partner with the Equity team to develop and maintain existing investor relationships.
  • Draft project brochures based on market comps and design maps; confirm brochure with development team.
  • Create investor resources (project packets, mailers, annual letter, etc.).
  • Act as first line of communication by responding to investor emails.
  • Review and update department SOPs.
  • Other duties as assigned..

    • Bachelor's degree in business, finance, marketing or a related field
    • Prior work experience in account management or sales
    • Local market experience preferred.
    • Strong interpersonal, oral and written communication skills.
    • Computer skills: Adobe InDesign, Microsoft Work & Excel, e mail and social media as it pertains to marketing the property.
    • Exceptional communication skills and ability to interact with wide range of people.
    • Experience with marketing and leasing initiatives for new development preferred.
    • Must be organized, detail oriented and have good time management skills.
    • Ability to work a flexible schedule, including ability to attend occasional after-hours events and meetings.
    • Entrepreneurial mindset - loves to be challenged, determined to win, puts clients and teammates first, collaborative, inquisitive, self-motivated, and operates on trust (not fear).
    • High integrity - trusted, direct, truthful. Embodies confidence and admits mistakes.
    • Ability to perform the physical functions of the position, which may include, but are not limited to: ability to walk property, including up to 4 flights of stairs, to complete physical inspections, deliver resident communications, show apartment and drive a vehicle to visit area businesses for outreach marketing.Benefits & PerksOur full-time employees are eligible for these benefits and perks:
      • Medical, dental, and vision insurance including health savings account
      • Life and AD&D insurance
      • Short-term disability insurance
      • Retirement savings
      • Corporate holidays and PTO
      • Free office lunches
      • Monthly social outings
      • Free stays in our properties' guest suites
      • Shorter Friday workdays during summerRoers Companies is focused on building a workforce that is diverse and inclusive. We are an Equal Opportunity Employer and consider applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics, or any other basis forbidden under federal, provincial, or local law.Candidates will be required to pass a criminal background check, motor vehicle report, and drug test.In order to be considered for this position, applicants must complete a survey at this link:https://go.apply.ci/s/83Iy24550b#RoersCompaniesCareersPI177227731

Keywords: ROERS COMPANIES LLC, Minnetonka , Client Services Assistant, Other , Minnetonka, Minnesota

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