Portfolio Manager Assistant


Overview:

The Block Management Assistant is responsible for the day-to-day administrative side of the business working for a team of portfolio managers.   You will be typing, undertaking mail merges, answering the phone, directing calls, dealing with clients and contractors, arranging meetings and appointments, updating spreadsheets and preparing weekly / quarterly reports.  You are responsible for all of the electronic filing and all of the hard copy filing for the business.  The role requires a high degree of organisation and attention to detail.

  • Assisting Portfolio Managers on a daily basis
  • Drafting letters to residents/leaseholders to advise of works, complaints, issues at the development
  • Drawing up and running Service Charge Reminders and Ground Rent Reminders (to be approved by appropriate portfolio manager)
  • Merging letters / Service Charge / Ground Rent demands
  • Printing out letters and send out via email and post
  • Corresponding with Leaseholders / tenants / contractors on a daily basis via the telephone and email
  • Drawing up invoices for leaseholders and issuing where necessary
  • Drawing up and running statement of accounts for leaseholders
  • Filing and archiving documents of properties – ongoing
  • Ensuring Invoices received have been billed accurately – i.e. Billing address is in correct format should these be received by you
  • Updating Leaseholder contact details as and when required
  • Liaising with Utilities companies where necessary
  • Helping the portfolio managers prepare for quarterly meetings. This will include printing out the Income, expenditure and bank reconciliation data and the issues list.  Once the packs have been finalised by the Associate Directors you will be required to bind the quarterly packs.
  • Prepare the meeting rooms for any meetings
  • Welcome clients to the office

 

Role Requirements:

You will need to be:

  • Courteous and polite at all times, including while under pressure
  • IT literate and proficient in the use of Microsoft Office
  • Ambitious, dynamic and motivated
  • Strong communicator, both verbally and written, with good use of grammar and spelling
  • Strong at time keeping and time management
  • Great organisation skills
  • Self-sufficient in terms of dealing with issues and equally adept at raising issues to management as required.
  • Presentable and well-dressed at all times as the role can be client-facing

 

Latest News

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    July 19, 2018

    The Block Management Assistant is responsible for the day-to-day administrative side of the business working for a team of portfolio managers.

  • Portfolio Manager
    July 19, 2018

    The Portfolio Manager is responsible for the day-to-day management of their own portfolio of properties.

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  • LBM Attend the Annual ARMA Conference
    October 18, 2017

    LBM attended the ARMA annual conference on 10th November – the UK’s largest residential leasehold conference.

  • Charity Tower-run completed
    March 15, 2017

    On 9th March five of LBM’s staff joined 1,100 others to take part in Vertical Rush and made it to the top of Tower 42, London’s first skyscraper…..

  • Charity Tower-run
    February 22, 2017

    On the 9th of March a team of five LBM staff will be running 600 feet up the 932 steps of Tower 42

  • London based firm achieves prestigious national award
    January 14, 2015

    London Block Management Ltd, has become one of the first residential managing agents in England and Wales to achieve accreditation by the industry’s trade body – the Assoc…….

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