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CRMG
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Portfolio Assistant
$85k-112k (estimate)
Full Time 0 Months Ago
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Kidder Mathews Careers is Hiring a Portfolio Assistant Near Portland, OR

The Portfolio Assistant assists the Manager(s) in the day-to-day management of all aspects of operations for the assigned portfolio, in accordance with the goals and objectives of the individual Clients. Depending upon the composition of the Asset Services Team, the Portfolio Assistant may perform some of the duties of the Administrative Assistant. Essential Functions Leasing:Partner with Manager(s) and leasing team members to ensure that all vacant space is in “market ready” conditionMaintain building floor plans, vacant space log, and stack plansCoordinate approval of and track process of leases, contracts, notices, and other time sensitive documentsDistribute lease documents to Owner, Administrative Assistant, and TenantCoordinate signage, keys, and distribution of property information sheet to TenantReceive, code, and track all invoicing related to lease commissionsAs directed by Manager(s), assist Administrative Assistant in creating and maintaining lease and property files Financial and Reporting:Code invoices/payables in a timely manner each weekResearch problems with invoices, including resolving past due balancesCreate Account Action Request forms for Manager’s signatureAssist Manager(s) with annual budgeting process, to include re-bid of service contracts as directed by Manager(s)Assist Property Manager(s) in preparation of monthly Owner statements - assembles, copies, and distributes financial reportsReview annual CAM reconciliations as assigned by Manager(s) and report findings to Manager(s)Prepare new vendor set up form for approval by ManagerRequest appropriate insurance information from new vendors ensuring all required information is receivedAs directed by Manager(s), assist in the collection of delinquencies by contacting tenants and preparing demand notices and pay or vacate noticesAssist with the budget preparation process, to include contacting utility companies, vendors, and contractors to obtain upcoming rate increases; compiling data for Manager(s) and property accountant for final budget input Operations:Prepare weekly and/or monthly inspection reports for Engineer(s) to completeMaintain and update “Desk Notes”Prepare maintenance and service contracts for Manager’s signatureDispatch vendors/contractors as directed by Manager(s)As assigned by Manager(s), respond to and resolve tenant concerns As directed by Manager(s), communicate with tenants as required to ensure that tenant needs are met, and that high quality property management service is achievedFollow through on any needed repairs or maintenance as directed by Manager(s)As assigned by Manager(s), interface with property vendors and contractors to ensure prompt response to maintenance issuesEnsure on-going contracted vendor services are performed on schedule, and that services meet contract specificationsAs directed by Manager(s), review specifications and make recommendations to Manager(s) for necessary changes or updatesRequest and review bids from contracted service providers; make recommendations to Manager(s)As directed by Manager(s), partner with Building Engineers or contracted maintenance staff to schedule repairs and work ordersTrack tenant and vendor insurance compliance Tenant and Owner Relations:Maintain courteous, service-oriented rapport with tenants Promote and foster confident, comfortable relationships with ownersAs directed by Manager(s), make collection calls to delinquent tenants Other FunctionsPerform other duties or projects as requested Essential Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the competencies (minimum knowledge, skill, and ability) required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Skills and Ability Good communication and organizational skills. Professional ability to build relationships with clients, vendors and internal partnersProfessional communication etiquette with good oral and written communication skillsDemonstrated ability to prioritize, multi-task and utilize resources to execute tasks within a deadline-oriented environmentAbility to speak, write and understand EnglishExceptional attention to detailStrong customer service skills with the ability to interface with prospective tenants, owners, employees, and managementDemonstrated initiative and trouble shooting skillsDemonstrated ability to recognize high quality maintenance workDemonstrated ability to draft quality, well written emails, reports and letters Education/EducationHigh School Degree or Equivalent Required KnowledgePC literate (Internet, Word, Outlook, Microsoft Office Suite) Strong Excel skills EXPERIENCe REQUIRED 2 years commercial property management experience Work EnvironmentThis is a standard office environment with standard office noise like talking, office equipment, etc. Physical DemandsWhile performing the duties of this job, the employee is regularly required to talk and hear. The employee must frequently sit and use a computer for long periods of time. Specific vision abilities are required to do this job including close vision. The employee must be able to conduct physical inspections and tours, to include the use of stairs and roof access ladders. The employee must sometimes lift and/or move items up to 10 pounds. Supervisory Responsibilities There are no direct supervisory responsibilities. However, the Portfolio Assistants act as a lead and may direct work for Building Engineers and Administrative Assistants.

Job Summary

JOB TYPE

Full Time

SALARY

$85k-112k (estimate)

POST DATE

06/11/2023

EXPIRATION DATE

07/24/2024

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