Portfolio Assistant jobs in United States
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Kidder Mathews · 2 hours ago

Portfolio Assistant

Kidder Mathews is a leader in the commercial real estate industry, known for its innovative work culture and numerous awards. The Portfolio Assistant will support the Manager(s) in managing daily operations of the assigned portfolio, ensuring the properties are well-maintained and that tenant and owner relations are positive.

Commercial Real EstateConsultingReal Estate
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Growth Opportunities

Responsibilities

Partner with Manager(s) and leasing team members to ensure that all vacant space is in “market ready” condition
Maintain building floor plans, vacant space log, and stack plans
Coordinate approval of and track process of leases, contracts, notices, and other time sensitive documents
Distribute lease documents to Owner, Administrative Assistant, and Tenant
Coordinate signage, keys, and distribution of property information sheet to Tenant
Receive, code, and track all invoicing related to lease commissions
As directed by Manager(s), assist Administrative Assistant in creating and maintaining lease and property files
Code invoices/payables in a timely manner each week
Research problems with invoices, including resolving past due balances
Create Account Action Request forms for Manager’s signature
Assist 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 reports
Review annual CAM reconciliations as assigned by Manager(s) and report findings to Manager(s)
Prepare new vendor set up form for approval by Manager
Request appropriate insurance information from new vendors ensuring all required information is received
As directed by Manager(s), assist in the collection of delinquencies by contacting tenants and preparing demand notices and pay or vacate notices
Assist 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
Prepare weekly and/or monthly inspection reports for Engineer(s) to complete
Maintain and update “Desk Notes”
Prepare maintenance and service contracts for Manager’s signature
Dispatch 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 achieved
Follow 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 issues
Ensure on-going contracted vendor services are performed on schedule, and that services meet contract specifications
As directed by Manager(s), review specifications and make recommendations to Manager(s) for necessary changes or updates
Request 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 orders
Track tenant and vendor insurance compliance
Maintain courteous, service-oriented rapport with tenants
Promote and foster confident, comfortable relationships with owners
As directed by Manager(s), make collection calls to delinquent tenants
Perform other duties or projects as requested

Qualification

Commercial property managementExcel skillsMicrosoft Office SuiteCommunication skillsCustomer service skillsTroubleshooting skillsMulti-tasking abilityProfessional communicationOrganizational skillsAttention to detailRelationship building

Required

Good communication and organizational skills
Professional ability to build relationships with clients, vendors and internal partners
Professional communication etiquette with good oral and written communication skills
Demonstrated ability to prioritize, multi-task and utilize resources to execute tasks within a deadline-oriented environment
Ability to speak, write and understand English
Exceptional attention to detail
Strong customer service skills with the ability to interface with prospective tenants, owners, employees, and management
Demonstrated initiative and trouble shooting skills
Demonstrated ability to recognize high quality maintenance work
Demonstrated ability to draft quality, well written emails, reports and letters
High School Degree or Equivalent
PC literate (Internet, Word, Outlook, Microsoft Office Suite) Strong Excel skills
2+ years commercial property management experience

Company

Kidder Mathews

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Kidder Mathews is a commercial real estate firm providing brokerage, appraisal, property management, consulting etc.

Funding

Current Stage
Late Stage

Leadership Team

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Eric Paulsen
Chief Operating Officer
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Company data provided by crunchbase