Portfolio Administration Manager

Portfolio Administration Manager

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.

Essential Functions and Responsibilities

• 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
• 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

Key Competencies

Education

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

Additional Eligibility Qualifications

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.