Team Coordinator inLondon inLondon PUBLISHED 9 SEP 2024

Montagu Evans is an independent, market leading property consultancy.  Headquartered in London with offices in Scotland and Manchester.   Our work encompasses planning and development, property management, specialist valuations and transactions across the United Kingdom.

We’re a group of people that are excellent individually and exceptional together.  We’re people that care about people, not just bricks and mortar.  We care about our legacy, we create spaces that people use to live, work, communicate and connect. 

We’re a partnership and the people who run the business are empowered to create their own teams to exceed our client’s requests.  This highly flexible and collaborative approach, tailoring the talent to the complexity of the work, has enabled us to develop an exceptional business that has spanned nearly a century.

We encourage an honest and straight forward approach to our work and relationships.  We embrace individuality, whilst relying on working together and never accepting the status quo. 

We give everyone the opportunity to be the best version of themselves. We trust and support each other. We recognise that our people are the heart of our success and only by identifying, supporting and promoting them will we be able to provide continued outstanding client service.

Together we are Montagu Evans.

Montagu Evans is committed to maintaining an inclusive work environment. One that embraces all everyone. Read more here.

This role is to sit within our Advisory Department led by Alan Harris and comprises 6 Teams:

• Asset & Investment Advisory
• Development Advisory
• Rating Advisory
• Residential Valuation Advisory
• Strategic Advisory
• Valuation Advisory

Advisory is…

• Extracting and unlocking value
• Interpreting policy to maximise benefits for our clients
• Applying innovative ideas to challenge the status quo
• Counselling clients to achieve their goals and objectives
• Supporting clients critical thinking to improve the performance of their assets
• Simplifying complex problems and creating solutions

To provide administrative support and assistance to the Advisory Department, assisting with the delivery of client services and wider Partnership tasks.

The role requires a proactive approach and ability to work on own initiative. 

• Act as extension of the marketing team supporting:
• Word templates - right headers, layout, banners, text size, front pages
• Powerpoint templates - use of font, colours, imagery, layouts
• Formatting of documents
• Proof reading copy - thought pieces, client presentations, minutes
•  

Pitching

• Updating CV’s for teams
• Updating case studies for teams
• Ensuring information is accurately logged or reported to be logged

Supporting arrangement of necessary pitch meetings (particularly logistics cross partner/team)

Website

• Notifying of updates needed for team profile pages
• Notifying of updates needed for case studies
• Supporting teams manage property marketing via Agents Insight

Internal comms

• Monty’s Round Up - updates for respective teams and leading to collate information
• Montranet - accuracy of information for respective teams

Compliance

·         Liaise with clients directly to capture relevant compliance/on-boarding information effectively and efficiently

·         Prepare and send out Terms of Engagement and chase for signed copies on behalf on the Partners

·         Undertake Conflict of Interest checks on PIMS and keep records

·         Check reports to ensure adequate sign off procedures have been followed

·         Responsible for accuracy of invoices and ensure the correct process is followed

·         Ensure proactive limitation of liability

·         Facilitate with the requirements of the various ISO standards

Finance

·         Maintain close co-operation with the finance department, in particular:

o    Credit control team

o    Billing team

·         Work closely with fee earners to create client and job on Inform:ME

·         Work closely with fee earners and Finance to ensure that client and job files are accurate and up to date. This includes ensuring that all points of contact with the client are up to date in the system in order to allow Finance to communicate with the client for billing instructions and credit control, from the start of a client relationship.

·         Ensuring that fee earners’ interactions with clients are up to date

·         Ensure that all fee earners update their timesheets accurately and s