Family Office Operations Associate

Role DescriptionCopford 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 ResponsibilitiesTransaction CoordinationManage 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 mattersCoordinate 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 filesAssist the General Counsel in preparing legal documents and contracts; accurately review and prepare materials including documents, reports, memos, briefings, presentations, and forms, ensuring completenessCoordinate 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 activitiesResearch, compile, and analyze data for projects; track project deadlines; and assist in implementing systems and proceduresK-1 and Investor Relations OperationsCoordinate 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 LegalCoordinate the upload and distribution of investor relations materials and investment subscription materialsMaintain investor relations platform with accurate information provided by investorsCorporate Entity & Records ManagementLead the company's recordkeeping system (SharePoint), including folder structure design, file retention, and related compliance tasksOversee corporate entity compliance for all entities within the Copford organizationCoordinate and oversee external corporate services providers (primarily CSC) to file annual reports, entity filings, and foreign qualifications, ensuring timely and accurate submissionsAssist in filing and tracking trademark filings and renewals in coordination with outside law firmsAssist Legal and Finance teams in preparing organizational charts and organizational documentsGeneral Office ManagementOversee law firm invoice processing, including reviewing for accuracy, coordinating approvals, submitting to the accounting team, and tracking overall expensesAssist in collecting data and materials for insurance applications and coordinate with outside insurance brokerage teamsCoordinate office vendors and suppliers for services and materialsSupport coordination with technology vendors and assist with technology projects as assignedManage access to technology platforms related to the role (CSC, Juniper Square, SharePoint, etc.)Participate in occasional planning and coordination of company eventsProvide general support for other office, investment, finance, IR, and legal functions as assignedQualifications3+ 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 financeStrong command of the Microsoft Office suite and demonstrates a high comfort level in learning new and emerging software platforms and technologiesNotary license, or ability to obtain and maintain one promptlyExceptional organizational and time-management skillsUnquestionable integrity, with a detail-oriented focus on accuracy and complianceStrong communicator, able to engage professionally with internal teams and external stakeholdersProactive and adaptable, with the ability to manage responsibilities independently and juggle competing deadlinesCommitted to continuous improvement in communication and process managementHighly responsive, with the ability to build strong working relationshipsPassionate about contributing to the success and growth of the organizationCompensation & BenefitsSalary range: $90,000 and $110,000This 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 ManagementCopford 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.