Menlo Group is a boutique firm specializing in commercial real estate brokerage, business brokerage, property management, and project management. Our expertise spans industrial, retail, office, and medical real estate, as well as medical, dental, and general business transitions across the United States. We are seeking a highly motivated and knowledgeable individual to join our team as an Executive Assistant or better known internally and in our industry as a Transaction Manager. This role will focus on supporting the daily operations of Menlo Business Brokerage, which specializes in business sales and valuations, with a strong emphasis on dental and medical practice sales nationwide.

To excel in this role, you will need to possess strong organizational skills and be self-motivated, proactive, eager to learn, thoughtful, and quick to adapt. We are seeking a dedicated candidate with a proven track record of consistently delivering high-quality work, even under pressure, and the ability to prioritize tasks and meet deadlines. The right candidate will have a crucial role in driving the future growth of our company.

We are dedicated to our core values, which are:

· Success Minded

· Committed

· High Integrity

· Speed

· Positive Energy

· Professionalism

If these values resonate with you, please apply to be a part of our team.

Key Responsibilities:

• Act as primary support for our Managing Director/CEO and work directly with several of our Dental Transition Brokers
• Perform and manage day-to-day operations including answering phones and emails, scheduling/coordinating meetings, and CRM management
• Oversee all the assigned brokers' active listings and transactions
• Create and edit documents including Letters of Intent, Asset Purchase Agreements, Amendments, Listing Agreements, etc., and send for e-signatures
• Track the progression of contractual documents, key dates, and the closing/escrow process, and make sure all parties have received the necessary information and are moving forward
• Communicate with clients and proactively perform any tasks that don't require broker involvement
• Intake and respond to potential buyer requests
• Schedule photos and prepare a practice prospectus for each individual listing
• Maintain up-to-date information on current listings on websites and other marketing avenues
• Perform research for assigned brokers on prospective clients or prospective buyers
• Calculate commission/services invoices for broker and office
• Contribute significantly to our brokerage's expansion and growth by actively participating in the development of processes and initiatives

Requirements:

• Associate degree or 2+ years of college courses required
• 4-year degree preferred
• Experience with Microsoft Office Programs and Google Suite
• Canva experience preferred
• Leadership experience preferred
• Ability to withstand a prolonged period of sitting at a desk is required
• Ability to lift up to 15 pounds at a time is required
• In office 4 of 5 days with flexibility to work remote 1 day.

Benefits:

• Health insurance (medical, dental, and vision)
• 80 hours of PTO
• 40 hours of sick time
• Bonus potential of $5,000+
• 8 paid holidays