Client Coordinator-Healthcare Advisory

Location: Bloomington, MN

Hours: Full time

Job Objective: This position is primarily responsible for providing administrative support to the Real Estate Advisory (REA) team members and coordination of client logistics.

Job Responsibilities and Duties

Essential Job Functions

  • Maintain and keep current confidential deal tracking pipeline for Real Estate Advisory team.
  • Create invoices for the REA team as needed for commissions.
  • Standardize existing templates such as leases, letters, proposals, etc., by creating, reviewing, modifying, and/or updating; customizing as needed and keep current templates saved in the Templates Folder.
  • Audit the client folders and contents (e.g. templates, broker agreements, etc.) to ensure necessary documents and details are provided as well as ensuring proper organization and set-up of folders
  • Act as the subject matter expert in implementing and overseeing Forte Marketing brand standards in creation of all client deliverables. Create, prepare, and distribute marketing brochure(s) and tour books; partner with the Marketing department as necessary.
  • Prepare site option matrices for the team.
  • Draft, edit, and distribute any required correspondence including letters/memos to clients, including Request for Proposals, Proposals, Letter of Intents, and Broker Opinion of Value.
  • Be the liaison between REA and clients by scheduling client appointments for team and coordinating with outside groups as necessary.
  • Make all necessary lunch and dinner reservations as needed and communicate arrangements appropriately.
  • Conduct business reviews/surveys to ensure the client is satisfied with all REA products and services and propose solutions to the leadership team on how to improve.
  • In collaboration with Lease Admin, create and send out annual services reports for all portfolio lease admin clients.
  • Prepare and send out a quarterly newsletter via MailChimp, or similar newsletter software.
  • Responsible for overall coordination and administration of team’s involvement in industry conference logistics, including, but not limited to: annually registering our corporate sponsorship; organizing, planning, and preparing for the Minnesota Medical Group Management Association (MMGMA) conferences, including golf sponsorship events and any necessary marketing pieces, give-away items, raffle baskets, etc.; coordinating transportation to/from conferences; booth set-up and tear down at the venue; and coordination of rooms and attendees at the events.
  • Understand the importance of your role in managing key communication between clients and the Healthcare team
  • Create a variety of site option maps for project requirements using mapping software
  • Expense Reports
  • Other duties as assigned

Job Qualification Standards

    • High-school diploma or equivalent required; college degree in Communications or similar preferred.
    • Real estate experience preferred
    • 5-10+ years’ administrative support experience preferred.
    • Experience reading leases preferred.
    • High level of personal and professional integrity, including the ability to protect and maintain sensitive and confidential client information.
    • Excellent written and oral communication skills with the ability to read and interpret information as well as communicate effectively with all levels of employees, clients, and vendors.
    • Proven ability to complete projects in a timely manner with a well-developed sense of urgency, high attention to detail, and follow-through skills.
    • Ability to work well independently and contribute to a positive team environment.
    • Needs to be detail-oriented
    • Well-developed customer service and interpersonal skills with the ability to relate well and build strong relationships with owners, tenants, vendors, colleagues, and employees.
    • Alignment with our core values, including passion for the position’s responsibilities, demonstrable humility and commitment to learning, high level of personal and professional integrity, commitment to excellence, a positive disposition, and the ability to take initiative and make effective recommendations.
    • Ability to engage others and exhibit a can-do attitude.
    • Ability to travel within the metro area for business-related tasks. Must possess a valid driver’s license, acceptable driving record, and access to a vehicle.
    • Ability to follow instructions, respond well to management direction, receive feedback, and take accountability for work product.
    • Demonstrated ability to efficiently organize, coordinate, track, and complete multiple tasks as well as adjust to changing priorities.
    • Follow and adhere to organizational policies and procedures.
    • Ability to change and adapt to changing circumstances.
    • Ability to maintain punctual, regular, and reliable attendance.
    • Proficiency with Microsoft Office Outlook, Word, Excel, PowerPoint, Adobe Photoshop and InDesign with the willingness and ability to learn new and evolving technology as necessary.
    • Ability to operate standard office equipment, including but not limited to, computers, telephone systems, calculators, scanners, copiers, and facsimile machines.
    • Ability to read, write, spell, speak, and understand English fluently.
    • Ability to accurately perform basic math.
    • Maintain neat, well-groomed, professional appearance.


    Must be able to operate:

    • Personal computers including laptop, photocopy machine, fax machine, telephone and cellular telephone, calculator.


    • This position primarily works indoors in a climate-controlled office environment.

    Working Hours

    • Core hours are Monday through Friday 8:00 am to 5:00 pm on-site but may require work hours beyond normal schedule.

    General Notes

    • This job description is not intended to be all-inclusive, additional details will be specified by management. The employee will also perform other reasonable business duties as assigned by management.
    • Management reserves the right to change this job description, job responsibilities, duties, and hours as needed.
    • If requested and in accordance with applicable law, Forte Real Estate Partners provides reasonable accommodation to known physical or mental limitations of an otherwise qualified employee with a disability to allow him/her to perform the essential functions of the job unless the accommodation would impose an undue hardship on the company.
    • Forte Real Estate Partners is an at-will employer. This job description is a guideline and does not constitute a written or implied employment contract

      Contact Us

      1650 W 82nd Street
      Suite 1000
      Bloomington, MN 55431


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