Manage all Portfolio Administration services for a multitude of accounts
Oversee associates 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
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 special projects as assigned by senior leadership
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
3+ 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)
Presentation Skills
Organization Skills
Technical Proficiency
Analytical Skills
Research Skills
Detail Oriented
Interpersonal Skills
Sense of Urgency
Benefits
opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance
flexible spending accounts
health savings accounts
retirement savings plans
life and disability insurance programs
paid and unpaid time away from work
comprehensive benefits package
competitive pay
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
leadershipinterpersonal skillscustomer servicecommunication proficiencypresentation skillsorganization skillssense of urgencycoachingteam integrationrelationship building