Portfolio Administration Manager

Job Title

Portfolio Administration Manager

Job 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 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 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

Date created or last reviewed: October 2019 Page 2 of 2

KEY COMPETENCIES

1. Demonstrated leadership/management skills

2. Strong Customer Service Skills

3. Strong Communication Proficiency (oral and written)

4. Presentation Skills

5. Organization Skills

6. Technical Proficiency

7. Analytical Skills

8. Research Skills

9. Detail Oriented

10. Interpersonal Skills

11. Sense of Urgency

EDUCATION

• Bachelor’s Degree preferred in any field; business, finance/real estate, accounting ideal

ADDITIONAL ELIGIBILITY QUALIFICATIONS

• 3+ years relevant work experience

• 1-2+ years of people leadership

• 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…