Supports national advisor sales through investor and advisor relationship management, meeting coordination, event planning, travel and expense administration, CRM and marketing database maintenance, sales materials management, and reporting. Generates dashboards and KPI reports, analyzes sales and marketing performance, maintains data accuracy, identifies process improvements, and provides recommendations to improve sales strategies and campaign effectiveness.

The Financial Analyst prepares monthly, quarterly, and annual financial statements; performs variance, performance, and budgeting analysis; supports treasury and investment administration activities; reconciles units, cash, distributions, and accounts; assists with NAV calculations; and prepares audit working papers for interim and year-end audits. The role also supports financial reporting, compliance, stakeholder communication, and process improvements.

Supports project managers, property managers, and technical teams with capital, construction, maintenance, and facilities projects. Responsibilities include contractor and vendor coordination, site inspections, invoice and contract administration, compliance monitoring, risk assessment support, tendering, bidding, database maintenance, reporting, and technical documentation. The role also assists with service contract renewals, municipal work orders, Smartsheet updates, and project-related administrative tasks across a multi-residential property portfolio.