Associate Consultant

The Associate Consultant provides administrative and other back up support to Consultants and Senior Consultants throughout the relocation process and or assignment by performing the following functions. This position is available in our Dallas, TX office.

Essential Duties and Responsibilities: 

Serves as the primary back up for incoming contact by transferees/assignees, clients or service providers.  Answers general questions, handles transactional situations, and refers questions and tasks to designated back-up Consultant during absences.

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

  • Preparing and posting  packages   (intro, offer, listing, etc.) for transferees and service providers
  • Preparing  electronic 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 cost estimates, homesale, home purchase, household goods, temporary living, and destination/settling in and rental assistance.

  • Placing orders for appraisals, MVA’s, inspections, title  and all other reports necessary for home sale transactions
  • Coordinating and tracking of real estate closings
  • Working with Consultant/Sr. Consultant to review and/or deliver  marketing profiles and strategies
  • Following up on submittal of property status reports by  real estate agents and makes recommendations
  • Placing orders and  monitoring household goods services, temporary accommodations, destination  and other authorized services
  • Supports processing related to exception requests

Provides essential accounting support during and upon completion of 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 reconciliation and audit
  • Verifying amounts and following up on escrow refunds and referral fees
  • Posting of client service fees and real estate referral recovery  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  Outlook, Word and Excel
  • Ability to use Web-based technology tools
  • Ability to work independently while managing various tasks
  • Working knowledge of financial concepts
  • Knowledge of real estate transactions, related documents and procedures preferred
  • Some accounting and/or payroll experience beneficial
  • Applicable relocation and/or real estate industry experience preferred
  • Ability to maintain a high level of confidentiality working on sensitive material,

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.
Apply Now