Agent Operations Coordinator - Beverly Hills

Compass Los Angeles , CA 90009

Posted 3 months ago

As a member of our Agent Operations team based out of Beverly Hills, you will learn the intricacies of the business operations of agent teams that are coming on board and work with leaders across each department to ensure that we are equipped to serve the requirements of the new team. You have the unique opportunity to improve our existing process as we expand to new markets. The team is an integral part of the Agent Management, Operations, and Human Capital efforts at Compass.

At Compass You Will:

  • Prepare and process new agent transfer paperwork and new agent orientation materials, and create, manage and maintain agent files using Google Drive

  • Serve as concierge to effectively coordinate with other departments regarding their involvement in the transition process for new agents

  • Take and retrieve messages for various personnel

  • Provide callers with information such as company address, directions to the company location, company fax numbers, company website and other related information

  • Receive, sort and distribute incoming mail and packages. Maintain and route publications

  • Coordinate the pickup and delivery of express mail services (FedEx, UPS, etc.)

  • Assist in the ordering, receiving, stocking and distribution of office supplies

  • Assist with other related clerical duties such as photocopying, faxing, filing and collating

  • Assist with ad-hoc projects depending on needs of the office

  • Take and retrieve messages for the sales managers you directly support

  • Coordinate the schedules of each of the sales managers you support and schedule relevant meetings and travel arrangements

  • Assist with other related clerical duties as required by the team

  • Assist with ad-hoc projects depending on needs of the office

What We're Looking For:

  • B.A. or B.S. degree

  • 1-2 years of experience

  • Customer Service and/or Hospitality experience preferred

  • Impeccable attention to detail and problem-solving skills

  • Strong written and verbal communication

  • Highly organized; Ability to multi-task and handle multiple deadlines simultaneously

  • Comfortable in a fast-paced, ever-changing environment

  • Continuous desire to improve existing processes

  • Self-starter attitude and ability to exercise judgment and problem-solve with minimal supervision

See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Private Client Banker Los Angeles CA (West Hollywood Hills Area Including Beverly Hills And Century City) Finra Series 6 & 63 Licensed Required

Jpmorgan Chase & Co.

Posted 7 days ago

VIEW JOBS 12/3/2018 12:00:00 AM 2019-03-03T00:00 Apply Now Private Client Banker - Los Angeles, CA (West Hollywood Hills area including Beverly Hills and Century City) FINRA series 6 & 63 Licensed REQUIRED Req #: 180112367_2 Location: Los Angeles, CA,US Job Category: Relationship Management/Sales Job Description: At JP Morgan Chase, we have an obsession for helping our customers, taking care of our employees, a strong commitment to diversity and inclusion, building relationships, and delivering extraordinary customer service. Using the latest banking solutions combined with cutting edge financial technology you'll be front and center representing our brand, and providing superior customer service, to offer our customers the best solutions for their financial needs. If you are passionate about people, helping to improve the lives of our customers through financial solutions, education and advice, and want to join an exemplary team, then join us at JP Morgan Chase. You have a proven record for delivering outstanding service to clients. You've successfully collaborated with colleagues and worked as part of a team to achieve business results. You have established relationships within a company to deliver for clients. Apply these talents as a Private Client Banker and help drive the client banking experience at Chase through our Private Client Services offerings. Job Description: As a Private Client Banker, you are the main point of contact for a select group of Chase's affluent clients, as well as other customers in the Branch. You'll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You'll help acquire new clients by actively soliciting referrals and developing internal and external sources. Responsibilities: You'll be the clients' personal advocate at Chase, adding value to the relationship by. * Sharing the value of Chase Private Client with clients that may be eligible * Actively managing their banking relationship through an advice-based approach and ensuring each client receives the best products, services for his or her needs * Partnering with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs * Making lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week * Adhering to policies, procedures and regulatory banking requirements This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx. * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepening clients relationships * Experience cultivating relationships with affluent clients is strongly preferred * Minimum of one year Branch Banking Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, and revenue generation * Beginning Oct. 1,2018 if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required - or must be successfully completed within 120 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * Strong team orientation with a commitment of long-term career with the firm * Excellent communication skills * College degree or military equivalent strongly preferred; High school degree, GED or foreign equivalent required * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Jpmorgan Chase & Co. Los Angeles CA

Agent Operations Coordinator - Beverly Hills

Compass