5 Jobs in Henrietta, NY
Kenrick Corporation is Hiring a Portfolio Manager Near Henrietta, NY
- Review voice mails and record actions on property action list
- Take appropriate action based on call needs
- Review work order tickets and assign to appropriate parties
- Review progress on tasks assigned from board meetings for completion/status
- Communicate meeting dates with admins
- Review emails and remain current with requests and document action taken/needed
- Attend all board and post board meetings and review post board task list
- Responsible for making sure Post Board task list is completed in the designated time period
- Distribute tasks to responsible parties in accordance with the post board procedure
- Compile all completed tasks in the action item list on shared drive
- Follow up on tasks not completed
- Meet with Portfolio Director to review the completed list
- Bidding with specifications per board/PM
- Prepare a draft of the bid specifications and forward to Portfolio Manager for approval
- Complete process of bid specifications in accordance with procedures
- Send bids specifications to the appropriate contractors
- When bids received, log bids on spreadsheet for board review
- With approved bids, prepare contract, send to contractor and board president for signature
- Save contracts into the shared drive.
- Load fully executed contracts into the database for specific vendor and property
- Obtain a working knowledge of the properties through reviewing operating documents on the shared drive.
- Assist with special projects, reserve schedules
- Gather all pertinent financial information needed to complete annual budget under direction of Portfolio Manager
- Participate in planning and development of budget for properties managed
- Attend budget meetings with boards/homeowners.
- Review of initial claims from Portfolio Managers
- Establishing a tracking system to follow up on claims
- Initiating payment to Kenrick Corporation for submitting and monitoring insurance claims
- Work with Accounting Department to advise them of claim and forward required information
- Notify CEO of any current or potential insurance claims
- Communicate annual meeting dates with Administrative Assistants and keep the shared calendar up to date.
- Notify Administrative Assistants of pre annual meeting timelines, processes and mailings.
- Coordinate with Administrative Assistants for completion of packets and materials needed for annual meeting
Job Summary
Full Time
Insurance
$91k-128k (estimate)
05/08/2024
07/07/2024
kenrickcorp.com
AUBURN HILLS, MI
100 - 200
Private
DAVID P KENSLER
$10M - $50M
Insurance
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The job skills required for Portfolio Manager include Property Management, Customer Service, Accounting, etc. Having related job skills and expertise will give you an advantage when applying to be a Portfolio Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Portfolio Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Portfolio Manager positions, which can be used as a reference in future career path planning. As a Portfolio Manager, it can be promoted into senior positions as a Portfolio Manager III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Portfolio Manager. You can explore the career advancement for a Portfolio Manager below and select your interested title to get hiring information.
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