About SERHANT.
SERHANT. is the most followed real estate brand in the world, calibrated for the marketplace of tomorrow, delivering proven results for buyers, sellers, and developers. SERHANT. revolutionizes the traditional brokerage model by innovating through media and content creation and is powered by a full-service in-house film studio as well as an amplification platform that puts our properties in front of more people than anyone else.
About the Role
The Agent Finance Coordinator role provides essential administrative and operational support to ensure seamless financial processes for agents and internal teams. This position plays a critical part in maintaining accuracy across financial records, managing communication channels, and ensuring that agent-related transactions and inquiries are processed efficiently. This individual will act as the first line of contact for agent finance-related questions, triage inquiries appropriately, and maintain organized and up-to-date financial and transactional data across multiple systems.
Responsibilities:
- Email Triage and Communication Management
- Monitor and manage the Finance inbox daily, categorizing and prioritizing incoming emails.
- Address and route bill.com or other non-commission-related inquiries to the appropriate departments.
- Respond to or escalate wire/check receipt questions from agents promptly.
- Utilize and maintain email tags for each transaction coordinator (TC) and request type to ensure efficient workflow tracking.
- Data and System Updates
- Manage and update agent and team classifications in Total Brokerage (TB) or Skyslope, ensuring accuracy and timeliness.
- Add new agents to TB, inputting split details, team associations, and other relevant configurations.
- Record deposits and wires in the check log, ensuring all incoming funds are properly documented.
- Research unlabeled check deposits.
- Maintain user accounts for the Deposit Link platform in Rhode Island, including additions, deletions, and access level management.
- Payment and Deposit Management
- Confirm and verify wire instructions for incoming and outgoing transactions.
- Process and deposit checks received via email, ensuring all digital and physical documentation is complete.
- Collaborate with team members to reconcile deposits and verify bank activity using bank view access.
- *The company reserves the right to add or change duties at any time.
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Qualifications:
- 1 - 3 years of experience in Finance Operations, Accounting Support, or Real Estate Transaction Coordination.
- Strong organizational skills with attention to accuracy and detail.
- Excellent written and verbal communication skills.
- Comfort with handling sensitive financial data and maintaining confidentiality.
- Experience in real estate, brokerage operations, or agent support environments.
- Working knowledge of deposit and wire processes.
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Skills:
- Ownership & Accountability: Takes initiative and follows through on all responsibilities.
- Analytical Thinking: Capable of identifying discrepancies and ensuring financial accuracy.
- Collaboration: Works seamlessly with internal departments (Finance, Commissions, TC, Agent Support).
- Adaptability: Thrives in a fast-paced environment with shifting priorities.
- Customer Service Orientation: Communicates clearly and empathetically with agents and stakeholders.
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Hiring Statement
SERHANT. is committed to providing a workplace free from discrimination or harassment. We expect every member of the SERHANT. community to do their part to cultivate and maintain an environment where everyone has the opportunity to feel included and is afforded the respect and dignity they deserve.
Decisions related to hiring, compensating, training, evaluating performance, or terminating are made fairly, and we provide equal employment opportunities to all qualified candidates and staff. We examine our unconscious biases and take responsibility for always striving to create an inclusive environment that makes every employee and candidate feel welcome.
