real estate account executive

Divisions Maintenance Group

<div>
 
 
 Title: HVAC
 
 Account Executive III
 
 
 
 Reports To:
 
 Manager of Business Development
 
 
 
 Location:
 
 Cincinnati, OH
 
 
 
 
 
 
 About DMG:
 
 
 
 Divisions Maintenance Group provides facility maintenance services to retail chains and distribution and fulfillment centers across the country.
 
 
 
 
 
 We are leading the way with our technology, creating world-class products that are revolutionizing the industry and fulfilling our brand promise of &ldquo;Uninterrupted Peace of Mind".
 
 
 
 
 
 DMG is a Certified Great Place to Work with a strong, inclusive culture and top-notch benefits.
 
 
 
 
 
 
 Critical Role Deliverables:
 
 
 
 - As a Strategic Account Executive / Key Account Manager for HVAC Consulting Services at DMG, you will own and lead a high-value enterprise relationship within the commercial real estate sector. This role is focused on driving long-term partnership value through strategic planning, executive engagement, and portfolio-wide optimization of HVAC and mechanical systems.
 
 
 
 
 
 - You will act as a trusted advisor to Senior Stakeholders, aligning HVAC infrastructure strategies with broader business goals such as operational efficiency, sustainability, risk mitigation, and capital planning. This is a highly visible role requiring deep industry expertise, commercial acumen, and the ability to orchestrate cross-functional teams to deliver scalable, high-impact solutions.
 
 
 
 
 
 
 Strategic &amp; Operational Responsibilities
 
 
 <ul>
 <li>
 Own and manage a premier enterprise real estate client, overseeing a large, multi-site portfolio with a focus on centralized strategy and long-term value creation.
 </li>
 <li>
 Build and deepen executive-level relationships with ownership groups, asset managers, facility leadership, and procurement teams, positioning yourself as a strategic partner.
 </li>
 <li>
 Develop and execute a multi-year account strategy that aligns HVAC system performance with client goals, including energy efficiency, ESG initiatives, and lifecycle cost optimization.
 </li>
 <li>
 Identify, prioritize, and close complex opportunities related to system modernization, decarbonization, retrofits, and capital replacement programs.
 </li>
 <li>
 Lead portfolio-wide assessments to uncover operational inefficiencies, deferred maintenance risks, and opportunities for standardization and scalability.
 </li>
 <li>
 Translate technical HVAC concepts into executive-level business cases, including ROI modeling, total cost of ownership (TCO), and risk-adjusted investment strategies.
 </li>
 <li>
 Serve as the quarterback across engineering, operations, service, and project delivery teams to ensure seamless execution of turnkey solutions.
 </li>
 <li>
 Negotiate and structure long-term agreements, master service agreements (MSAs), and capital project contracts that drive mutual value and retention.
 </li>
 <li>
 Drive forecasting accuracy, pipeline development, and revenue growth within your assigned account(s).
 </li>
 <li>
 Establish governance frameworks, including QBRs (Quarterly Business Reviews), performance scorecards, and strategic roadmap sessions.
 </li>
 <li>
 Act as an escalation point for complex client challenges, ensuring proactive resolution and continuous improvement.
 </li>
 <li>
 Stay ahead of market trends, regulatory changes, and emerging technologies in HVAC, energy management, and smart building systems.
 </li>
 <li>
 Mentor junior team members and contribute to best practices in enterprise account management.
 </li>
 </ul>
 
 
 
 
 
 Previous Performance Validators
 
 
 <ul>
 <li>
 5+ years of experience in strategic account management, HVAC/mechanical services, energy services, or commercial real estate environments.
 </li>
 <li>
 Proven success managing and growing large enterprise or national accounts with complex stakeholder structures.
 </li>
 <li>
 Strong expertise in HVAC systems, central plants, building automation systems (BAS), and energy efficiency solutions.
 </li>
 <li>
 Demonstrated ability to develop and execute multi-year account strategies that drive measurable business outcomes.
 </li>
 <li>
 Experience structuring and negotiating large-scale service agreements and capital projects.
 </li>
 <li>
 Advanced financial and business acumen, including ROI modeling, capital planning, and portfolio-level analysis.
 </li>
 <li>
 Executive presence with exceptional communication, negotiation, and influencing skills.
 </li>
 <li>
 Experience leading cross-functional teams in a matrixed organization.
 </li>
 <li>
 Proficiency with CRM platforms such as Salesforce and pipeline forecasting methodologies.
 </li>
 <li>
 Strong understanding of sustainability frameworks, decarbonization strategies, and regulatory considerations is a plus.
 </li>
 <li>
 Bachelor&rsquo;s degree required; engineering, business, or related field preferred.
 </li>
 <li>
 Willingness to travel as needed to support client engagement across multiple locations.
 </li>
 <li>
 Valid Driver&rsquo;s License.
 </li>
 </ul>
 
 
 
 
 
 DMG Provides Peace of Mind for its Employees, Partners, &amp; Customers
 
 
 
 At DMG, you&rsquo;ll step into a highly strategic role with direct impact on some of the most important client relationships in the business. You&rsquo;ll be empowered to shape long-term outcomes, influence executive decisions, and lead innovative HVAC and energy solutions at scale.
 
 
 
 
 
 
 Some of our many benefits include:
 
 
 <ul>
 <li>
 Health, dental, and vision coverage starting on day one
 </li>
 <li>
 Dollar-for-dollar 401(k) match up to 4% with immediate vesting
 </li>
 <li>
 Paid Primary and Secondary Caregiver leave
 </li>
 <li>
 Employee Assistance Program for everyday support
 </li>
 <li>
 Paid time off for volunteer work
 </li>
 </ul>
 
 
 
 
 
 Apply
 
 
 
 Take the first step toward becoming a key player at DMG.
 
 
 Apply now. Own your success.
 
 
 https://divisionsmg.com/
 
 
 
 
 
 
 Divisions Maintenance Group is an equal opportunity employer.
 
 
 
 
</div>

HVAC Account Executive

<div>Posting Description:
<h2 class="jobSectionHeader">Account Executive, Real Estate - NYC</h2>
Are you looking to be a member of an industry-leading team? Do you want to deliver innovative and effective solutions to clients? If you said yes, then apply to join our Account Executive team in New York City!<h2 class="jobSectionHeader">
Aon is in the business of better decisions</h2>
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.
As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.<h2 class="jobSectionHeader">
What the day will look like</h2><ul><li>
Retains and grows Aon&rsquo;s business, cultivating relationships with senior-most client decision-makers in the client organization as well as with day-to-day client contacts.</li><li>
Drives the renewal process, assembling the appropriate team to develop and implement the client-specific renewal strategy.</li><li>
Coordinates with Brokers in the development and delivery of renewal strategies.</li><li>
Facilitates critical relationships between clients, ARS and insurers.</li><li>
Ensures client service team understanding of client needs, service delivery methods, and the economic framework relevant to services delivered.</li><li>
Leads stewardship planning and delivery</li><li>
Ensures overall account profitability with a value-based approach for the scope of service and costs associated with the Client Promise Plan.</li><li>
Arranges Aon compensation for services, whether fee or commission-based, accordingly.</li><li>
Educates clients in risk management, risk transfer, market issues and relevant trends including appropriate benchmarking and GRIP data.</li><li>
Marshals appropriate Aon resources to support clients in unusual circumstances such as large claims, etc.</li><li>
Involves others across geographic (including international), functional and business unit boundaries to define interdependent responses to opportunities to grow the business.</li><li>
Manages input to and follow-up on invoicing and receivables process for assigned clients, ensuring timely collections.</li></ul><h2 class="jobSectionHeader">
How this opportunity is different</h2>
We are looking for a leader who is responsible for the day-to-day, account management of Aon&rsquo;s relationships with assigned clients as their primary role. You will lead client service teams to identify and meet client needs and thereby retain and grow a profitable book of business. Through service, pricing, consultation, and reporting, you will promote the value Aon delivers to clients.<h2 class="jobSectionHeader">
Skills and experience that will lead to success</h2><ul><li>
Must have a minimum of 15 years of Property &amp; Casualty (P&amp;C) experience</li><li>
Experience managing large, sophisticated accounts in the Real Estate sector</li><li>
Organizational, interpersonal, and project management skills with an ability to multi-task and prioritize workload with attention to detail.</li><li>
Critical thinking skills with the ability to clearly express thoughts and concepts at various levels.</li><li>
Excellent digital literacy, including working experience with Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook).</li><li>
Must have an active Property &amp; Casualty license</li></ul>
Education: Bachelor&rsquo;s degree preferred or equivalent years of industry experience. 
The salary range for this position is $300,000 to $350,000 annually. The actual salary will vary based on applicant&rsquo;s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant&rsquo;s geographic location. 
This position is eligible to participate in one of Aon&rsquo;s annual incentive plans to receive an annual discretionary bonus and production incentives in addition to base salary. The amount of any bonus and production incentives varies and is subject to the terms and conditions of the applicable incentive plan. 
For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances. 
Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. 
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.<h2 class="jobSectionHeader">
#LI-JG1</h2></div>

Account Executive, Real Estate

PadSplit

<div><div><div>The Role That We Need:</div>
<div></div>
<div>PadSplit is hiring for an Account Executive to expand our marketplace by engaging traditional property owners to become PadSplit Hosts. This role is critical in helping homeowners unlock additional income by listing their properties, while addressing housing affordability by creating more shared housing opportunities in the Washington D.C. market.</div>
<div></div>
<div>The Person We Are Looking For:</div>
<div></div>
<div>We are seeking a driven and personable Account Executive with experience in sales or real estate who excels at building relationships with property owners and real estate investors. This role involves delivering a tailored value pitch on how the PadSplit model and technology consistently drive superior rental income compared to traditional single-family rentals. The ideal candidate thrives in a remote environment, demonstrates strong communication skills, and wants to have an impact on the affordable housing crisis - one room at a time.</div>
</div><h3 class="jobSectionHeader">Here&rsquo;s what you&rsquo;ll do day-to-day:</h3><ul>
<li>Prospect and Qualify Leads: Research and identify potential property owners who might be interested in becoming PadSplit Hosts and qualify them based on suitability.</li>
<li>Conduct Outreach: Execute outreach strategies, including cold calling, emailing, and networking, to connect with traditional property owners.</li>
<li>Host Discovery Calls and Meetings: Engage property owners in initial conversations to understand their needs, goals, and potential barriers to joining PadSplit.</li>
<li>Deliver Value Propositions: Clearly articulate the benefits of PadSplit's model, such as increased revenue potential, simplified management, and societal impact.</li>
<li>Build and Nurture Relationships: Develop trust-based relationships with property owners, acting as a trusted advisor to address concerns and highlight opportunities.</li>
<li>Tailor Solutions: Customize hosting solutions based on the unique circumstances of property owners, including financial modeling, property suitability, and compliance requirements.</li>
<li>Close Deals: Guide property owners through the decision-making process, negotiate terms, and finalize agreements for onboarding as PadSplit Hosts.</li>
<li>Collaborate with Onboarding Teams: Coordinate with internal teams to ensure smooth onboarding for new Hosts, providing accurate property details and expectations.</li>
<li>Track and Report Metrics: Maintain detailed records in CRM systems, tracking outreach activities, conversion rates, and other key performance indicators.</li>
<li>Stay Updated on Market Trends: Monitor the real estate market, competitive landscape, and legislative changes to refine outreach and value propositions effectively.</li>
<li>Host Educational Sessions: Organize webinars or in-person sessions to educate property owners on PadSplit&rsquo;s benefits and address common misconceptions.</li>
</ul><h3 class="jobSectionHeader">Here&rsquo;s what you&rsquo;ll need to be successful:</h3><div>
<ul><li>Sales Experience: Proven success in B2B or B2C sales, particularly in the real estate or property management sectors, with a track record of meeting or exceeding sales targets.</li>
<li>Relationship-Building Skills: Strong interpersonal and communication abilities to build trust and long-term relationships with property owners.</li>
<li>Self-Motivation and Independence: High level of self-discipline and motivation to thrive in a remote, fast-paced startup environment with minimal supervision.</li>
<li>Adaptability and Problem-Solving: Ability to think on their feet, overcome objections, and tailor solutions to meet the unique needs of property owners.</li>
<li>Knowledge of Real Estate Markets: Familiarity with the dynamics of real estate investing, rental markets, and property management is highly desirable.</li>
<li>Tech Proficiency: Comfortable using CRM systems (we use Salesforce and Hubspot), sales enablement tools, and virtual communication platforms for outreach and reporting.</li>
<li>Strong Presentation Skills: Ability to confidently present PadSplit&rsquo;s value proposition through virtual meetings, calls, or live presentations.</li>
<li>Analytical Skills: Capable of interpreting market data, calculating ROI, and presenting financial benefits to potential Hosts.</li>
<li>Team Collaboration: Effective at collaborating with cross-functional teams, such as marketing and onboarding, to ensure a seamless experience for new Hosts.</li>
<li>Entrepreneurial Mindset: Resilience and resourcefulness to tackle challenges and drive results in a rapidly changing startup environment.</li>
<li>PadSplit Core Values: Consistently demonstrate our values of compassionate directness, high integrity, optimism, intellectual curiosity, strong work ethic, empathy, self-awareness.</li>
</ul></div><h3 class="jobSectionHeader">The Interview Process:</h3><div>
<ul><li>Your application will be reviewed for possible next steps by the Hiring Manager.</li>
<li>If you meet eligibility requirements, the next step would be a phone call with a member of the PeopleOps team for about thirty (30) minutes.</li>
<li>If warranted, the next step would be a video interview with one of our Sales Managers for forty-five (45) minutes.</li>
<li>If warranted, the next step would be a video interview with a small panel of key stakeholders for one (1) hour. For this interview, a candidate would present a short case study to the panel for discussion.</li>
<li>If warranted, the final step would be a video interview with our Head of Sales for thirty (30) minutes.</li>
<li>If warranted, then we move to offer!</li>
</ul></div><h3 class="jobSectionHeader">Compensation, Benefits, and Perks</h3><div>
<ul><li>Fully remote position - we swear!</li>
<li>Competitive compensation package including an equity incentive plan</li>
<li>National medical, dental, and vision healthcare plans</li>
<li>Company provided life insurance policy</li>
<li>Optional accidental insurances, FSA, and DCFSA benefits</li>
<li>Unlimited paid-time (PTO) policy with eleven (11) company-observed holidays</li>
<li>401(k) plan</li>
<li>Twelve (12) weeks of paid time off for both eligible birth and non-birth parents</li>
<li>The opportunity to do what you love at a company that is at the forefront of solving the affordable housing crisis</li>
</ul></div><div><div>Compensation is based on the role's scope, market benchmarks, the person's expertise and experience, and the impact of their contributions to our business goals. In addition to the base salary, there is a commission component:</div>
<div></div>
<div>The base salary for an AE is $60,000 a year with attainable commission structure.</div>
<div>The annual commission target for an AE is set at $180,000.</div>
<div>To achieve this target, an AE is expected to onboard approximately 80 new hosts annually, with 10 hosts reaching 25 units each year.</div>
</div><div><div>Notice to Applicants:</div> 
<div></div>

Although this posting says Washington D.C., we are open to candidates living in Northern Virginia and College Park, MD areas.<div> 
</div>
<div>PadSplit participates in E-Verify. All new employees are required to complete an I-9 form and be authorized to work in the United States. Employment is contingent upon successful completion of the E-Verify process.</div>
<div></div>
<div>PadSplit is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.</div>
</div>
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.</div>

Account Executive (Real Estate) - Washington D.C.

McNulty Group Inc.

Company: McNulty Group Inc.Location: 2315 Lynx Ln STE 6, Orlando, FL 32804Position: Real Estate AccountantSalary: $60,000 &ndash; $80,000Real Estate AccountantThe McNulty Group is a boutique brokerage, investment, and development firm focused exclusively on industrial real estate, specializing in single-tenant buildings, industrial outdoor storage, and small-bay warehouse assets across Florida and Indiana. Managing a portfolio of more than 1 million square feet, we execute projects from acquisition through construction and stabilization. As our portfolio continues to grow, we are seeking a Real Estate Accountant to take ownership of the financial management across our investment, development, brokerage, and property management platforms.The Real Estate Accountant will be responsible for managing the books and financial reporting across 25+ entities spanning acquisitions, development projects, brokerage operations, and property management. Working directly with ownership, this role requires strong attention to detail, organization, and the ability to operate in a fast-paced, high-accountability environment.Responsibilities&middot; Manage accounting and financial reporting across 25+ entities using QuickBooks&middot; Perform daily bank and account reconciliations&middot; Monitor and analyze cash flows across multiple business lines and properties&middot; Prepare and deliver weekly financial reporting to ownership&middot; Handle tenant billing, collections, and CAM reconciliations&middot; Manage owner association accounting and reporting&middot; Track and reconcile employee expenses and credit cards&middot; Work closely with ownership and the CFO to support financial decision-making and operational efficiencyWhat We Offer<ul><li>Competitive compensation</li><li>High autonomy and ownership</li><li>Direct access to ownership</li><li>Opportunity to join a growing organization</li><li>Opportunity to build, refine, and scale accounting systems and processes as the company grows</li></ul>Who This Role Is ForA detail-oriented and analytical professional with experience in real estate accounting, ideally within property management. You are comfortable managing multiple entities, staying organized under pressure, and taking ownership of financial processes in a dynamic environment. You are adaptable, collaborative, and able to operate independently while working closely with leadership.Who This Role Is Not ForThis role is not suited for someone seeking a slow-paced or highly structured corporate accounting position. Success requires comfort managing multiple moving parts, taking initiative, and operating in an environment where expectations are high and responsibilities are broad and dynamic.Pay: $60,000.00 - $80,000.00 per yearBenefits:<ul><li>Health insurance</li><li>Work from home</li></ul>Experience:<ul><li>Real Estate Accounting: 5 years (Preferred)</li><li>Property management: 5 years (Preferred)</li></ul>Work Location: In person

Real Estate Accountant

HR Ways

About the job Account Executive - Property Management - Remote (Karachi) - USD SalaryThe company we are looking for specializes in products for retail stores, wholesale, and distribution partners.Responsibilities &amp; duties:As the Accounting Executive &ndash; Property Management Accounts, your key responsibilities will include:﻿﻿1. Accounts Receivable Management:<ul><li>Oversee billing and collection processes for property management accounts, ensuring accurate and timely invoicing.</li><li>Monitor and follow up on outstanding invoices to ensure timely payment from tenants.</li><li>Communicate with tenants regarding billing discrepancies or payment issues and resolve concerns as needed.</li><li>Maintain accurate records of payments, credits, and adjustments.</li><li>Account Reconciliation:</li><li>Perform monthly reconciliation of property management accounts, including bank statements, credit card transactions, and accounts receivable.</li><li>Investigate and resolve discrepancies or errors in financial records.</li><li>Report discrepancies or issues to Julissa for further review and resolution.</li><li>Budget Analysis and Reporting:</li><li>Assist in the preparation of monthly financial reports, analyzing property budgets, and identifying variances.</li><li>Review expenditures to ensure alignment with the approved budget and to provide insights into cost-control opportunities.</li><li>Report any budget variances or discrepancies to Julissa for further analysis.</li><li>CAM (Common Area Maintenance) Reconciliation:</li><li>Manage the CAM reconciliation process, ensuring the accurate allocation of CAM expenses in compliance with lease agreements.</li><li>Prepare and issue CAM billing statements for tenants promptly.</li><li>Resolve any discrepancies related to CAM charges and collaborate with property management teams to verify charges.</li><li>Monthly Closing and Financial Reporting:</li><li>Assist with the monthly close process to ensure all property-related financial transactions are recorded.</li><li>Prepare and submit monthly property management financial reports, including profit and loss statements, balance sheets, and other financial documents.</li><li>Work with Julissa to ensure all necessary journal entries and adjustments are made during the monthly closing process.</li><li>Financial Compliance and Documentation:</li><li>Ensure compliance with accounting standards and company policies for all property-related financial transactions.</li><li>Maintain accurate and organized records of invoices, receipts, leases, and other supporting documentation.</li><li>Support internal and external audits by providing required documentation and reports.</li><li>Collaboration and Communication:</li><li>Work closely with the property management team to ensure financial transactions are aligned with operational goals.</li><li>Communicate with tenants and vendors regarding billing, payment issues, and accounting inquiries.</li><li>Regularly report to Julissa on financial discrepancies, providing updates and ensuring timely resolution.</li><li>Process Improvement:</li><li>Identify opportunities to streamline and improve property management accounting processes.</li><li>Recommend best practices for financial reporting and accounting within property management accounts.</li><li>Stay updated on accounting trends and regulatory changes within property management accounting.</li></ul>Other Details Location Remote (Karachi) ﻿Experience 3-4 years ﻿Timings: US timezoneJob Type: Full-timeWork Location: In person

Account Executive - Property Management

Apex Group Ltd

<div>
 The Apex Group was established in Bermuda in 2003 and is now one of the world&rsquo;s largest fund administration and middle office solutions providers.
 
 
 Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.
 
 
 That&rsquo;s why, at Apex Group, we will do more than simply &lsquo;empower&rsquo; you. We will work to supercharge your unique skills and experience.
 
 
 Take the lead and we&rsquo;ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
 
 
 For our business, for clients, and for you
 
 
 
 Assistant Vice President &ndash; Real Estate Fund Administration
 
 
 
 Role Location: Bahrain
 
 
 Department: Fund Administration
 
 
 Employment Type: Permanent/Full time
 
 
 
 About Apex:
 
 
 
 The Apex Group was established in Bermuda in 2003 and is now one of the world&rsquo;s largest fund administration and middle office solutions providers.
 
 
 Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide. Your career with us should reflect your energy and passion.
 
 
 That&rsquo;s why, at Apex Group, we will do more than simply &lsquo;empower&rsquo; you. We will work to supercharge your unique skills and experience.
 
 
 Take the lead and we&rsquo;ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
 
 
 For our business, for clients, and for you
 
 
 
 The Role
 
 
 
 The successful applicant will be part of the Apex Fund Administration service offering, performing, and providing Fund Administration services to Real Asset funds. Applicant will be expected to be proactive and independent in execution of client service delivery. The principal responsibility for the position is the coordination and management of all administration functions relating to a specific group of clients.
 
 
 
 Responsibilities will include:
 
 
 
 <ul>
 <li>
 Manage production of client quarterly and annual reporting and related accounting activities;
 </li>
 <li>
 Perform reviews of client quarterly and annual reporting and related accounting activities;
 </li>
 <li>
 Ensure reporting deliverables are produced and reviewed to a high standard and delivered in a timely manner;
 </li>
 <li>
 Ensure reporting deliverables are produced in line with the appropriate accounting standards, fund documentation, local regulations, policies and procedures;
 </li>
 <li>
 Review of annual financial statements;
 </li>
 <li>
 Oversee clients&rsquo; audit process;
 </li>
 <li>
 Calculation and processing of fund capital calls and distributions;
 </li>
 <li>
 Build excellent working relationships with clients;
 </li>
 <li>
 Ensure all work undertaken complies with the client&rsquo;s documentation, relevant regulatory requirements and anti-money laundering regulations;
 </li>
 <li>
 Review and recommend changes to client deliverable processes;
 </li>
 <li>
 Review, recommend and implement agreed changes to accounting procedures;
 </li>
 <li>
 Keep up to date with changes to accounting standards and regulatory requirements;
 </li>
 <li>
 Follow Company procedure at all times;
 </li>
 <li>
 Collaborate with team members to ensure timely completion of deliverables;
 </li>
 <li>
 Provide cover to team members if required;
 </li>
 <li>
 Manage the set-up process of the accounting functions for new funds;
 </li>
 <li>
 Perform investor AML-related risk assessments and due diligence checks;
 </li>
 <li>
 Perform periodic review of investor AML/LYC files;
 </li>
 <li>
 Review FATCA/CRS returns and oversee filing process;
 </li>
 <li>
 Address client and investor queries;
 </li>
 <li>
 Ensure regulatory and tax filings are completed on time;
 </li>
 <li>
 Act in accordance with the Apex Code of Conduct;
 </li>
 <li>
 Deliver the Apex Client Charter.
 
 
 </li>
 </ul>
 &emsp;
 
 
 
 Skills Required:
 
 
 
 <ul>
 <li>
 Has relevant experience of 5-8 years in a similar role incorporating the above functions,
 </li>
 <li>
 Has knowledge of Real Estate fund structures and the fund administration industry,
 </li>
 <li>
 Understands Regulatory requirements of Real Estate funds,
 </li>
 <li>
 Knowledge of e-Front / Yardi Voyager preferred,
 </li>
 <li>
 Has professional degree in accounting or finance,
 </li>
 <li>
 Quick to grasp and implement knowledge,
 </li>
 <li>
 Has strong MS office skills including Word, Excel, Powerpoint,
 </li>
 <li>
 Possess excellent interpersonal and written communications skills,
 </li>
 <li>
 Be a proactive team player with a positive attitude towards problem resolution with strong attention to detail,
 </li>
 <li>
 Has ability to work under pressure and meet tight deadlines;
 </li>
 <li>
 Has ability to multi-task and manage projects
 
 
 </li>
 </ul>
 
 What you will get in return:
 
 
 
 <ul>
 <li>
 A high level of visibility within a large organisation on an upwards trajectory
 </li>
 <li>
 The ability to define processes to drive innovation and have a tangible impact on the business
 </li>
 <li>
 Be part of a dynamic and fast-paced team that makes a genuine impact on revenue and sales pipeline.
 </li>
 <li>
 Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly.
 </li>
 <li>
 Opportunity to work with a diverse, agile and global team.
 </li>
 <li>
 The opportunity to innovate, bring discipline and really make a difference.
 
 
 </li>
 </ul>
 
 Additional information:
 
 
 
 We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.
 
 
 We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.
 
 
 For more information on our commitment to Corporate Social Responsibility (CSR) please visit https://theapexgroup.com/csr-policy/
 
 
 
 Disclaimer:
 
 Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
 
 
 Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
</div>

Fund Account Manager - Real Estate

The Brokerage A Real Estate Company

Bookkeeper &amp; Executive AssistantThe Brokerage A Real Estate Company | Coral Gables, FloridaCompany OverviewAt The Brokerage A Real Estate Company, we deliver a white-glove real estate experience defined by sophistication, precision, and exceptional service. Rooted in Coral Gables, our firm blends market expertise with elevated client care, innovative systems, and a culture of excellence.We are committed to supporting both our clients and our agents with seamless operations, refined processes, and the highest standards of professionalism.Position OverviewWe are seeking a highly organized, detail-oriented Bookkeeper &amp; Executive Assistant to support the financial and operational backbone of our brokerage. This dual-role position requires discretion, efficiency, and a proactive mindset.You will play a critical role in maintaining financial integrity, processing commissions, and supporting executive leadership in daily operations, ensuring our firm continues to operate at a luxury, white-glove standard.Key ResponsibilitiesFinancial &amp; Bookkeeping Duties<ul><li>Maintain accurate, up-to-date financial records using accounting platforms such as QuickBooks.</li><li>Manage accounts payable and accounts receivable with precision and timeliness</li><li>Perform bank reconciliations, general ledger management, and balance sheet reconciliations</li><li>Prepare and record journal entries in accordance with GAAP standards</li><li>Assist with financial reporting, budgeting, and account analysis</li><li>Support tax preparation and compliance requirements</li><li>Ensure all financial records meet regulatory and brokerage compliance standards</li></ul>Commission &amp; Real Estate Accounting<ul><li>Process and track realtor commissions from contract to disbursement</li><li>Maintain accurate commission records, disbursement authorizations, and transaction files</li><li>Ensure all data related to closings, commissions, and agent payments is complete, organized, and compliant</li><li>Coordinate with title companies, agents, and the compliance department to confirm accuracy of financial details</li><li>Monitor incoming and outgoing wires and maintain proper documentation</li></ul>Executive Assistant Duties<ul><li>Provide direct administrative support to executive leadership</li><li>Manage calendars, schedule meetings, and coordinate appointments</li><li>Prepare internal reports, correspondence, and presentations</li><li>Assist with office operations, vendor coordination, and project management</li><li>Maintain confidentiality in all financial and executive matters</li><li>Support day-to-day brokerage operations to ensure a seamless workflow</li></ul>Qualifications &amp; Experience<ul><li>Proven experience in bookkeeping, accounting, or financial administration</li><li>Strong proficiency in accounting software (QuickBooks, Xero, Sage, or similar)</li><li>Solid understanding of general ledger, debits &amp; credits, reconciliations, and financial reporting</li><li>Experience handling commission structures or real estate transactions is highly preferred</li><li>Exceptional attention to detail and organizational skills</li><li>Ability to manage multiple priorities in a fast-paced, high-performance environment</li><li>Strong communication skills with a polished, professional demeanor</li><li>Experience in an executive support role is a plus</li></ul>What We Offer<ul><li>Opportunity to work within a fast-growing real estate brokerage</li><li>A collaborative, high-performance team environment</li><li>Exposure to high-level real estate operations and executive leadership</li><li>A role that is both analytical and strategic, with room for growth</li></ul>Ideal Candidate ProfileYou are polished, proactive, and precise. You thrive in structured environments, take ownership of your responsibilities, and understand the importance of discretion and excellence in a luxury brand. You bring both financial expertise and executive-level support skills, helping elevate the internal operations of the firm.Pay: $18.00 - $23.00 per hourBenefits:<ul><li>Paid time off</li><li>Paid training</li></ul>Work Location: In person

Bookkeeper

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