POSITION 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 Sr. Portfolio Administration 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.

EDUCATION

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

ADDITIONAL ELIGIBILITY QUALIFICATIONS

• 5+ 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)

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

• Manage or provide account oversight for Portfolio Administration for a key financial services client
• Oversee associates/managers 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

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.
Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email HRServices@cushwake.com. Please refer to the job title and job location when you contact us.
INCO: “Cushman & Wakefield