Equitable is a company dedicated to helping clients secure their financial well-being. They are seeking a detail-oriented and proactive CRE Project Coordinator to support Project Managers in various aspects of project management, ensuring smooth execution and completion of real estate-related projects.
Responsibilities
- Prepare Real Estate Initial Strategy Approval Form and attached floor plans for PM review
- Send forms to end users, follow up for feedback, and make necessary revisions
- Assist PMs with requests for information from vendors and ensure timely receipt
- Request and manage samples from vendors, providing necessary shipping details
- Attend project meetings and provide support
- Serve as a backup for leading project meetings in the absence of the PM
- Assist PMs with tracking and managing project budgets
- Help in preparing and updating project schedules
- Read and interpret blueprint components
- Conduct furniture and seating headcounts and space measurements
- Perform secondary reviews of construction documents for compliance with codes and standards
- Review and compare security proposals to security plans
- Review and compare furniture proposals to floor plans
- Track project punch list details and ensure completion with vendors and landlords
- Gather lien waiver information from vendors for landlords
- Distribute and record CRE project surveys post-completion
- Assist in creating and updating Advisor field standard documentation
- Monitor and document security systems installed by location, including system details and vendor information
- Verify invoices against purchase orders and quotes before approval
- Track and document CRE project cost savings
Skills
- Experience in project coordination or real estate management
- Ability to read and understand blueprints and construction documents
- Proficiency in Microsoft Office and project management software
- Ability to work independently and as part of a team
- Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision
- Budget Management: Knowledge of the principles and methodology of budget management; ability to utilize the tools, techniques and procedures needed to establish and monitor budgets
- Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals
- Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors
- Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality
- Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation
- Project Management: Knowledge of effective project management strategies and tactics; ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources to achieve project objectives
Benefits
- Medical
- Dental
- Vision
- A 401(k) plan
- Paid time off
Company Overview
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families. It was founded in 1859, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is https://equitable.com/.Company H1B Sponsorship
Equitable has a track record of offering H1B sponsorships, with 31 in 2025, 18 in 2024, 26 in 2023, 37 in 2022, 20 in 2021, 12 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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