Operations Coordinator responsible for overseeing family office operations and property management documentation. Collaborating with principals and ensuring smooth tenant relations and record-keeping.
Responsibilities
Manage calendars and coordinate meetings for principals and key stakeholders
Prepare agendas, take detailed notes, and track follow-ups from quarterly and ongoing meetings
Maintain organized records across entities, advisors, compliance items, and documentation
Build and maintain a clear advisor and vendor contact map
Ensure all files and records are accurate, up to date, and handled with strict confidentiality
Support compliance documentation for city, state, and banking requirements
Track permits, inspections, regulatory filings, and critical deadlines
Maintain lease abstracts, property records, and renewal timelines
Coordinate with property managers and vendors to support ongoing operations
Serve as a professional point of contact for tenant questions or issues
Track issues through resolution and coordinate next steps with the appropriate parties
Assist with financial summaries, cash flow tracking, and property reporting
Support basic performance analysis and reporting for management review
Help track accounts payable and receivable as needed
Compile data for budgeting and planning
Use Excel for tracking, summaries, and reporting
Use Word and Outlook for documentation and communication
Experience with property management tools like Yardi or MRI is a plus
Requirements
2+ years of experience in operations, executive support, office administration, or property management
Strong organizational skills and attention to detail
Clear and professional communication style
Comfort handling confidential information with discretion
Ability to manage multiple priorities without needing constant direction
A proactive mindset and strong follow-through
Benefits
100% of your health, dental and vision insurance monthly premiums paid by us!
Flexible PTO because we respect the need for work/life harmony
Company matching 401(k)
Vacation reimbursement and health & wellness subsidy programs
Tuition reimbursement
Matching charitable donations to the nonprofit organization of your choice
Company-wide monthly celebrations - lunch is on us!
Dog-friendly workplace, yes! You can bring your best friend to work
Free MDB Co. swag + generous employee discount on products
Job title
Operations Coordinator – Family Office, Real Estate
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