Portfolio Administrator

Rettie & Co; City of Edinburgh; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading property management firm is seeking a Portfolio Administrator in Edinburgh to support Portfolio Managers and enhance customer experience. The role includes managing administrative tasks, handling inquiries, and coordinating financial activities. Candidates should have a clean driving license, proficiency in MS Office, and experience in customer service. This is a full-time position with a mid-senior level seniority.

Benefits

Career Growth

Challenges & Rewards

Qualifications

• Full, clean driving license.
• Proficient in IT systems including MS Word, Excel & Outlook.
• Experience in a customer service role.
• Confident in administrative tasks.

Responsibilities

• Support Portfolio Managers in lettings administration.
• Manage inbound calls and inquiries.
• Coordinate appointments and manage keys.
• Handle financial management and invoicing.
• Administer HMO licensing and utility notifications.

Skills

Customer Focus

Communication

Collaboration

Problem Solving & Innovation

Planning & Organising

Positive Mindset

Tools

MS Word

Excel

Outlook

Job description

Rettie Edinburgh, Scotland, United Kingdom

About The Role

The aim of the Edinburgh Letting’s Team is to ensure an exceptional customer experience is provided to all our potential and actual customers. You will work closely with your colleagues to ensure the team deliver a best-in class experience and by doing so, you will also support Rettie achieving a market leading position.

In your role as a Portfolio Administrator, you will provide administrative support to a team of two Portfolio Managers and assist them in improving the performance of their assets under management by delivering an exceptional client experience. In addition, you will carry out general administrative tasks as directed by the Associate Director of Lettings to provide the best possible support service to the department.

You will work collaboratively with your colleagues and support the Portfolio Managers in building strong relationships with their clients by ensuring that we deliver an exceptional customer experience.

Key Responsibilities

Managing Administration – Supporting the Portfolio Managers in the administration of all aspects of the lettings and management process across their portfolio.

• First point of contact for inbound calls and inbox enquiries.
• Effective management of all viewing appointments and overflow appointments.
• Diligent management of keys and the authorisation of access
• Detailed tenancy referencing and due diligence.
• Accurate preparation and service of all initial tenancy documentation.
• Diligent administration of all safety testing.
• Accurate financial management and efficient collaboration with the accounts team including the collection of deposit and rental payments.
• Efficient and diligent processing of contractor invoices, collaborating with the accounts team to ensure prompt payment.
• Accurate administration of all HMO licensing issues including applications and renewals as required.
• Check in and Check out reports
• Efficient administration of utility notifications and the accurate processing of void period costs, collaborating with the accounts team to ensure prompt payment.

Maintaining Company and Operational Standards – to ensure standards are met and a continuous learning approach is adopted.

• Follow and comply with all company policies and procedures.
• Take responsibility for and adopt a proactive approach to learning and personal development
• Ensure professional behaviour supports and reinforces the values of the Rettie brand.
• Attend all compliance and other company training as required.

Key Requirements

• Full, clean driving license
• Proficient in the use of IT systems including MS Word, Excel & Outlook
• Experienced in a customer service role
• Confident in administrative tasks

Competencies

• Customer Focus
• Communication
• Collaboration
• Problem Solving & Innovation
• Planning & Organising
• Positive Mindset

What We Offer

Lettings in Focus: Career Growth, Challenges & Rewards

About Us

When you join Rettie, you’ll discover the difference you can make. We're a growing and ambitious company, but at our foundations, we have a family feel. We care about our people; we want them to prosper and realise their potential. We are proud that our values of Teamwork, Determination, Dependability and Ambition guide our actions and behaviours towards our clients and each other, daily. Based on these values, we aspire to cultivate and grow diverse, capable teams in an environment which will help you realise your career potential.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Administrative