Family Office Operations Associate

Copford Capital Management; Denver (CO); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Medical, dental & vision insurance

401(k) with employer match

Paid holidays

Short-term and long-term disability

Marriott hotel discounts

Job summary

Copford Capital Management is seeking an experienced in-office coordinator in the Denver Tech Center/Belleview Station to support real estate transactions, investor relations, corporate compliance, and records management. You will work closely with Copford's executive team and touch a broad range of transactional, legal, and finance tasks.

Ideal candidates have 3+ years in real estate/finance transaction settings, strong MS Office skills, and a notary license or ability to obtain.

Qualifications

• 3+ years as a paralegal, contracts administrator, title company transaction coordinator, or similar in real estate/finance
• Notary license or ability to obtain promptly
• Excellent organizational and time-management skills
• High integrity with detail-oriented approach to accuracy and compliance
• Strong communication with internal teams and external stakeholders

Responsibilities

• Coordinate real estate and other transaction documents with Finance, Legal, Asset Management teams
• Manage signatures, diligence, and document accuracy; assist with term negotiations
• Support General Counsel with preparing contracts and legal materials
• Oversee title company processes and title commitments; track ownership/encumbrance reports
• Maintain data and systems; research data for projects and assist with processes

Skills

Paralegal experience

Contracts administration

Notary license

Office management

Strong communicator

Tools

Microsoft Office

SharePoint

Juniper Square

Job description

Copford is seeking an experienced coordinator to support real estate transactions, investor relations, corporate entity compliance, records management and general office management. This full-time, in-office role is based in the Denver Tech Center/Belleview Station and works closely with three members of Copford's executive team: a Copford Principal, the General Counsel, and the Director of Finance. The position touches a wide range of transactional, legal, finance, investor relations, technology and compliance work across an active portfolio of hospitality, debt, and private equity investments. Ideal candidates have experience in real estate investment organizations, law firms, financial institutions, title company or other corporate settings.

Key Responsibilities

Transaction Coordination

• Manage real estate and other transaction documents, working closely with Finance, Legal, and Asset Management teams on loan closings, acquisitions, dispositions, development, joint ventures, investments, and other contract matters
• Coordinate signatures, track open items and diligence materials, review documents for accuracy, assist with term negotiations, coordinate with Legal and Finance teams to ensure timely completion and maintain transaction files
• Assist the General Counsel in preparing legal documents and contracts; accurately review and prepare materials including documents, reports, memos, briefings, presentations, and forms, ensuring completeness
• Coordinate title company processes, request title commitments, updates, and ownership/encumbrance reports.Track receipt, provide commitments to internal/external partners, maintain commitment records with appropriate transaction, work with counsel on title clearing activities
• Research, compile, and analyze data for projects; track project deadlines; and assist in implementing systems and procedures

K-1 and Investor Relations Operations

• Coordinate receipt of tax forms from investment entities and third-party investment managers, distribute them to tax advisors and internal stakeholders, and distribute tax forms and materials through the company's investor relations platform (Juniper Square)
• Receive investor requests and coordinate responses with IR principals, Finance, and Legal
• Coordinate the upload and distribution of investor relations materials and investment subscription materials
• Maintain investor relations platform with accurate information provided by investors

Corporate Entity & Records Management

• Lead the company's recordkeeping system (SharePoint), including folder structure design, file retention, and related compliance tasks
• Oversee corporate entity compliance for all entities within the Copford organization
• Coordinate and oversee external corporate services providers (primarily CSC) to file annual reports, entity filings, and foreign qualifications, ensuring timely and accurate submissions
• Assist in filing and tracking trademark filings and renewals in coordination with outside law firms
• Assist Legal and Finance teams in preparing organizational charts and organizational documents

General Office Management

• Oversee law firm invoice processing, including reviewing for accuracy, coordinating approvals, submitting to the accounting team, and tracking overall expenses
• Assist in collecting data and materials for insurance applications and coordinate with outside insurance brokerage teams
• Coordinate office vendors and suppliers for services and materials
• Support coordination with technology vendors and assist with technology projects as assigned
• Manage access to technology platforms related to the role (CSC, Juniper Square, SharePoint, etc.)
• Participate in occasional planning and coordination of company events
• Provide general support for other office, investment, finance, IR, and legal functions as assigned

Qualifications

• 3+ years of experience working as a paralegal, contracts administrator, title company transaction coordinator, or other relevant experience in commercial real estate transactions or real estate finance
• Strong command of the Microsoft Office suite and demonstrates a high comfort level in learning new and emerging software platforms and technologies
• Notary license, or ability to obtain and maintain one promptly
• Exceptional organizational and time-management skills
• Unquestionable integrity, with a detail-oriented focus on accuracy and compliance
• Strong communicator, able to engage professionally with internal teams and external stakeholders
• Proactive and adaptable, with the ability to manage responsibilities independently and juggle competing deadlines
• Committed to continuous improvement in communication and process management
• Highly responsive, with the ability to build strong working relationships
• Passionate about contributing to the success and growth of the organization
• Salary range: $90,000 and $110,000
• This is an exempt, salaried position.The salary for this position generally ranges between. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law.Actual salaries will vary and may be above or below the stated range based on various factors including, among other factors, location, education and training, experience, internal pay alignment, and performance.A potential new employee’s salary history will not be used in compensation decisions.Many candidates’ compensation will start in the bottom half of the stated range. This information is provided in connection with the Colorado Equal Pay for Equal Work Act, and similar positions located outside of Colorado may or may not necessarily receive the same compensation.
• This role may be eligible to participate in a merit-based annual bonus award.
• Benefits include medical, dental, and vision insurance, 401(k) with employer match, paid holidays, short-term and long-term disability coverage, and employee hotel discounts through Marriott (available after 6 months).

More About Copford Capital Management

Copford Capital Management is a single-family office located in Denver, Colorado, dedicated to advancing the personal, philanthropic, and investment endeavors of its principals. Focused on opportunities spanning real estate, private equity, private credit, and venture capital, Copford leverages its dynamic and agile team to strategically grow its portfolio. The firm values collaboration, innovation, and excellence in pursuing unique investment opportunities and delivering outstanding results. As part of a close-knit team, employees contribute to a meaningful mission while working in a fast-paced and rewarding environment.