Sr. Portfolio Administration Manager

Job Title

Sr. Portfolio Administration Manager

Job Description Summary

Responsible to manage a group of associates and/or managers 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 or provide account oversight for Portfolio Administration 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 and manager  

• 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 high profile projects that will require special attention and reporting as assigned by senior leadership 

• Assist senior leadership with client tours, business development, or client visits 

• 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) 

Strong Presentation Skills<