Portfolio Administration Manager
About The Position
Responsible to manage a group of associates and the day to day activities of the team to support the Portfolio Administration financial management functions. The manager is also responsible for overseeing the day to day activities at the client level and being the first point of escalation for any questions or concerns that arise from the client or senior leadership. Job Description ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Oversee associates and operations on a day-to-day basis ensuring work is completed and deadline 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 Provide superior client service to internal and external clients Recommend new approaches, policies, and procedures to drive continual improvements in efficiency of services performed Outline or oversee the continuous updates to the process playbooks Provide timely and accurate reporting to senior leadership and clients, specifically finance deliverables Handle or oversee monthly rent and other critical reporting for clients and senior leadership Provide regular feedback to leadership regarding issues, challenges, and areas for additional focus 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
- 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
- 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)
Nice To Haves
- Bachelor's Degree preferred in any field; business, finance/real estate, accounting ideal
Responsibilities
- Oversee associates and operations on a day-to-day basis ensuring work is completed and deadline 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
- Provide superior client service to internal and external clients
- Recommend new approaches, policies, and procedures to drive continual improvements in efficiency of services performed
- Outline or oversee the continuous updates to the process playbooks
- Provide timely and accurate reporting to senior leadership and clients, specifically finance deliverables
- Handle or oversee monthly rent and other critical reporting for clients and senior leadership
- Provide regular feedback to leadership regarding issues, challenges, and areas for additional focus
- 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Real Estate
Number of Employees
5,001-10,000 employees
