Portfolio Administration Associate Manager
Portfolio Administration Associate Manager
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Job Description
Job Title
Portfolio Administration Associate ManagerJob Description Summary
Responsible to manage a group of associates and the day to day activities of the team for a specific functional or geographical area that supports the Portfolio Administration Service Line. The associate 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
- Manage all Portfolio Administration services for a multitude of accounts
- Oversee associates and operations on a daytoday 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
Key Competencies
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
Education
- Bachelors Degree preferred in any field; business finance/real estate accounting ideal
Additional eligibility qualifications
- 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)
WORK ENVIRONMENT
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers phones photocopiers filing cabinets and fax machines.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job the employee is regularly required to communicate with others and exchange accurate information; operate a computer and other office productivity machinery; move about the workplace; remain in a stationary position for 75 of the time; and extend hands and arms in any direction.
aap/eeo statement
C&W provides equal employment opportunity to all individuals regardless of their race color creed religion gender age sexual orientation national origin disability veteran status or any other characteristic protected by state federal or local law. Further C&W takes affirmative action to ensure that applicants are employed and employees during employment are treated without regard to any of these characteristics. Discrimination of any type will not be tolerated.
other duties
This job description is not designed to cover or contain a comprehensive list of activities duties or responsibilities that are required of the employee. Other duties responsibilities and activities may change or be assigned at any time with or without notice.
Note: This job description includes the core responsibilities for C&W. These duties may have slight modifications based on the regional location.
The compensation for the position is: $58372.05 $68673.00Cushman & Wakefield is committed to equity in employment and our goal is to have a diverse inclusive and barrierfree workplace. If you are a person with a disability and need the job posting in an alternative format or any other accessible accommodations during the hiring process please email your request to Please refer to the job title and job location when you contact us.Cushman & Wakefield sengage respecter lquit en matire demploi. Notre objectif est doffrir un milieu de travail diversifi inclusif et exempt dobstacles. Si vous tes une personne handicape et que vous avez besoin de recevoir loffre demploi dans un autre format ou daccder toute autre mesure dadaptation au cours du processus dembauche veuillez soumettre votre demande par courriel Veuillez mentionner le titre de poste et le lieu de travail au moment de communiquer avec nous.INCO: Cushman & Wakefield
Required Experience:
Manager
Employment Type
Full-Time
