Portfolio Administration Associate Manager

This is a fully remote position, open to applicants in Missouri.

📋 Description

• Oversee all Portfolio Administration services across various accounts

• Supervise associates and daily operations to ensure timely completion of tasks

• Provide guidance, direction, coaching, and career development for assigned team members

• Assist with recruiting, interviewing, onboarding, team integration, training, and ongoing education

• Foster relationships with team members, leadership, and clients

• Ensure that account requirements are fulfilled in accordance with client service agreements

• Complete monthly billing for designated clients

• Deliver exceptional service to both internal and external clients

• Suggest strategies, policies, and procedures to enhance service efficiency

• Explore opportunities for business growth with current clients

• Maintain updated process playbooks

• Provide reports to senior leadership and clients

• Manage or supervise monthly rent and other essential reporting tasks

• Collaborate with Transition and Abstraction/Quality Control teams to onboard new accounts

• Offer feedback to leadership regarding issues and areas needing attention

• Implement special projects as assigned by senior leadership

• Work in partnership with Transaction Management, Facilities Management, Construction/Design, legal, and other divisions

• Support departmental and company-wide initiatives while upholding company standards

• Meet or exceed deadlines and stay updated on industry standards and trends

⛳️ Requirements

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

• 3+ years of relevant professional experience

• Ability to read and interpret financial statements

• Strong interpersonal abilities

• Capability to manage multiple high-priority tasks

• Proficient in MS Office Suite (MS Word, Excel, and PowerPoint)

• Proven leadership and management abilities

• Excellent customer service skills

• Strong communication proficiency (both oral and written)

• Skilled in presentations

• Effective organizational skills

• Technical proficiency

• Strong analytical abilities

• Research capabilities

• Detail-oriented mindset

• Strong interpersonal skills

• Sense of urgency

🏝️ Benefits

• Health insurance

• Vision insurance

• Dental insurance

• Flexible spending accounts

• Health savings accounts

• Retirement savings plans

• Life insurance

• Disability insurance programs

• Paid time away from work

• Unpaid time away from work

• Competitive pay