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Junior Analyst (Closed)

Date Posted: 10/23/2020

Job #1577772
Torrence, California

* This company is specifically seeking candidates with military experience. *  This position will report to the VP of Operations and will be responsible for supporting our Sales & Marketing Teams on all related activities to acquire and transact with investors throughout the United States. We are specifically seeking individuals who want to pursue a career path within real estate investment and/or private securities placement and are working to obtain their Series 22 and 63 in the next 12-24 months.

Primary responsibilities include

• Support a critical marketing fulfillment role that helps educate investors on our 1031 platform

• Follow the established processes to complete customer paperwork from start to completion

• Communicate regularly with the Sales Team and Management on the status of investor paperwork

• Accurately prepare documents and maintain proper documentation on customer information

• Utilize Docusign Sales Force, and other technology tools daily.

• Partner with teammates to ensure all special projects are completed within the earliest possible timeframe


Qualities Needed

• Strong team-oriented attitude; Willingness to put in time necessary for future advancement

• Must have the ability to work in a challenging and collaborative environment

• Possess excellent oral and written communication skills

• Possess excellent interpersonal skills

• Proven ability to pay attention to detail and multi-task

• Must have strong relationship building skills

• Must be a detail-oriented, well-organized self-starter with high energy and creativity

• Must have the highest level of integrity and ethics to do the right thing always


Desired Education and Qualifications

• College degree required; Preference for Real Estate / Investment related majors

• Must be proficient with technology

• Flexibility to work additional hours during peak times

• Must have strong oral and written communication skills, and be customer-focused

• Must be able to take direction, clarify if uncertain of request, and make appropriate notes to understand and appropriately respond to the client’s business needs, and interface effectively and/or collaborate with others

• Demonstrate excellent interpersonal skills to build relationships with others

• Demonstrated ability to accurately analyze information and provide advice, solutions and recommendations on decisions

• Must demonstrate the ability to take initiative and accountability for the accuracy of information and for achieving results