Portfolio Coordinator

TEKsystems•Saint Petersburg, FL

3d•Onsite

About The Position

The Asset Management Support Coordinator provides operational and administrative support to the Asset Management team by managing documentation, maintaining accurate portfolio records, and supporting reporting and communication efforts. This role serves as a key point of contact for partners and management agents, ensuring timely follow‑up, professional correspondence, and a high level of service. The coordinator helps ensure assets are supported through accurate data, organized processes, and strong relationship management.

Requirements

Minimum 1 year experience: Portfolio Management System
Minimum 1 year experience: Document/Records management
Minimum 1 year experience: Data entry/reporting

Responsibilities

Provides business support to the Asset Management team
Ensures all formal correspondence appropriately reflects the company brand
Manages the document collection process for required reports per operative documents
Confirms contact information of partners, management agents, and third parties associated with lower-tier entities
Maintains a thorough and current record of activity in the portfolio management system, including collection efforts, new information, and document receipt
Identifies trends and areas for improvement using metrics reports and understanding business needs
Prepares internal documents
Understands and responds to client inquiries and concerns to ensure Service 1st
Develops and maintains relationships with partners and management agents
Resolves issues quickly with a sense of urgency
Maintains benchmarks, key performance indicator (KPI’s)
Prepares various reports as necessary
Performs other duties and responsibilities as assigned