Portfolio Administration Associate Manager

Job Title

Portfolio Administration Associate Manager

Job Description Summary

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 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 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

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
• 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.

Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.

The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications.

The company will not pay less than minimum wage for this role.

The compensation for the position is: $ 56,950.00 - $67,000.00

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 Accommodations@cushwake.com. Please refer to the job title and job location when you contact us.

INCO: “Cushman & Wakefield”