Job Description
The Portfolio Assistant provides operational, administrative, and maintenance coordination support to the Portfolio Manager. This role ensures the smooth running of day-to-day scheme activities, with a strong focus on maintenance oversight, contractor coordination, and stakeholder communication.
Key Responsibilities
- Administration & Governance Support
- Assist with preparing AGM, SGM, and trustee meeting packs, notices, and minutes.
- Maintain accurate scheme records, including contracts, maintenance logs, correspondence, and compliance documents.
- Maintenance Coordination
- Serve as the primary contact for maintenance requests from owners, trustees, and tenants.
- Log, track, and follow up on maintenance issues to ensure timely resolution.
- Obtain quotes, coordinate contractor appointments, and monitor work progress.
- Support preventative maintenance schedules and maintain maintenance registers.
- Assist with property inspections and prepare related reports or follow-up actions.
- Financial & Supplier Support
- Assist with processing contractor invoices and gathering supporting documentation for insurance claims.
- Track maintenance-related expenses and support budget monitoring.
- Provide information for levy queries and maintenance-related financial enquiries.
- Communication & Stakeholder Liaison
- Communicate updates on maintenance work to owners, trustees, and residents.
- Liaise with service providers to clarify scope, timelines, and performance expectations.
- Assist in resolving maintenance-related queries and disputes by coordinating responses.
Core Competencies
- Strong understanding of maintenance processes and contractor coordination
- Excellent administrative and organisational skills
- Clear and professional communication abilities
- Attention to detail with strong follow-through
- Ability to manage multiple maintenance tasks simultaneously
- Customer-service oriented and solution-driven