Equitable · 1 week ago
Real Estate Project Coordinator (HYBRID or REMOTE)
Charlotte, NC
Full-time
Hybrid
Entry, Mid Level
$57K/yr - $60K/yrEquitable is a company that values diversity and teamwork, and they are seeking a detail-oriented and proactive Real Estate Project Coordinator to support Project Managers in various aspects of project management. The role involves coordinating with vendors, tracking project progress, and maintaining documentation to ensure smooth execution and completion of real estate-related projects.
BankingConsultingFinancial Services
Responsibilities
Prepare Real Estate Initial Strategy Approval Form and attached floor plans for PM review
Send forms to end users, follow up for feedback, and make necessary revisions
Assist PMs with requests for information from vendors and ensure timely receipt
Request and manage samples from vendors, providing necessary shipping details
Attend project meetings and provide support
Serve as a backup for leading project meetings in the absence of the PM
Assist PMs with tracking and managing project budgets
Help in preparing and updating project schedules
Read and interpret blueprint components
Conduct furniture and seating headcounts and space measurements
Perform secondary reviews of construction documents for compliance with codes and standards
Review and compare security proposals to security plans
Review and compare furniture proposals to floor plans
Track project punch list details and ensure completion with vendors and landlords
Gather lien waiver information from vendors for landlords
Distribute and record CRE project surveys post-completion
Assist in creating and updating Advisor field standard documentation
Monitor and document security systems installed by location, including system details and vendor information
Verify invoices against purchase orders and quotes before approval
Track and document CRE project cost savings
Qualification
Required
Detail-oriented and proactive
Excellent organizational skills
Ability to read and understand blueprints
Keen eye for detail
Assist PMs with requests for information from vendors and ensure timely receipt
Request and manage samples from vendors, providing necessary shipping details
Attend project meetings and provide support
Serve as a backup for leading project meetings in the absence of the PM
Assist PMs with tracking and managing project budgets
Help in preparing and updating project schedules
Read and interpret blueprint components
Conduct furniture and seating headcounts and space measurements
Perform secondary reviews of construction documents for compliance with codes and standards
Review and compare security proposals to security plans
Review and compare furniture proposals to floor plans
Track project punch list details and ensure completion with vendors and landlords
Gather lien waiver information from vendors for landlords
Distribute and record CRE project surveys post-completion
Assist in creating and updating Advisor field standard documentation
Monitor and document security systems installed by location, including system details and vendor information
Verify invoices against purchase orders and quotes before approval
Track and document CRE project cost savings
Preferred
Experience in project coordination or real estate management
Ability to read and understand blueprints and construction documents
Proficiency in Microsoft Office and project management software
Ability to work independently and as part of a team
Benefits
Medical
Dental
Vision
A 401(k) plan
Paid time off
Company
Equitable
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
Founded in 1859
5001-10000 employees
H1B Sponsorship
Equitable has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (31)
2024 (18)
2023 (26)
2022 (37)
2021 (20)
2020 (12)
Funding
Current Stage
Late StageLeadership Team
Mark Pearson
CEO and President
Vincent Xuan
Head of Life Insurance & CEO of Equitable Financial Bermuda Re
Recent News
MarketScreener
2025-11-04
2025-10-27
Company data provided by crunchbase