Salary
💰 $76,500 - $90,000 per year
About the role
- Manage or provide account oversight for Portfolio Administration for dedicated account
- Oversee associates/managers and operations on a day-to-day basis ensuring work is completed and deadlines are met
- Provide leadership to staff with the goal of maximizing technology resources and improving processes
- Provide direction, coaching, and career development to assigned staff
- Provide new team integration and recruiting support including the interviewing and onboarding process
- Develop training and ensure all training and continuing education needs are met for each associate and manager
- Create and maintain trust and strong relationships with team members, leadership, and clients
- Ensure account needs are met while following the scope outlined in the client service agreements
- Complete monthly billing for Portfolio Administration services for assigned clients
- Provide superior client service to internal and external clients
- Recommend new approaches, policies, and procedures to drive continual improvements in efficiency of services performed
- Continuously seek business expansion opportunities with existing clients and develop those opportunities
- Outline or oversee the continuous updates to the process playbooks
- Provide timely and accurate reporting to senior leadership and clients
- Handle or oversee monthly rent and other critical reporting for clients and senior leadership
- Partner with the Transition and Abstraction/Quality Control teams to onboard new accounts quickly and smoothly
- Provide regular feedback to leadership regarding issues, challenges, and areas for additional focus
- Execute high profile projects that will require special attention and reporting as assigned by senior leadership
- Assist senior leadership with client tours, business development, or client visits
- Collaborate with other divisions and Client entities including Transaction Management, Facilities Management, Construction/Design, legal, etc. as needed
- Support and assist with department and companywide initiatives and ensure company standards are implemented, met, and maintained
- Demonstrate initiative and reflect a sense of urgency in daily duties by meeting or improving upon deadlines
- Stay up to date on the latest industry standards and trends
Requirements
- Bachelor’s Degree preferred in any field; business, finance/real estate, accounting ideal
- 5+ years relevant work experience
- Ability to read and understand financial statements
- Strong interpersonal skills
- Ability to manage multiple high priorities
- Strong proficiency with MS Office Suite (MS Word, Excel and PowerPoint)
- Demonstrated leadership/management skills
- Strong Customer Service Skills
- Strong Communication Proficiency (oral and written)
- Strong Presentation Skills
- Organization Skills
- Technical Proficiency
- Analytical Skills
- Research Skills
- Detail Oriented
- Interpersonal Skills
- Sense of Urgency