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Portfolio Assistant Resume Example

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PORTFOLIO ASSISTANT
Summary
Skilled, dedicated and proactive Portfolio Assistant with more than 12 years' experience in such a position or the like. Bilingual professional who performs well in a multi-demographic environment. Reliable and focused on results. I have a comprehensive background in the development and execution of operations, policies, procedures, work processes and more.
I am a proficient team member, one who is capable of leading and motivating individuals towards success. I am adept at managing all phases of a project life cycle, from needs assessment through implementation. I am skilled at utilizing Microsoft, Yardi and other data management tools to optimize efficiency.  
Highlights
  • Program & Project Management
  • Strategic Planning
  • Considerate and Cooperative Behavior
  • Change Management
  • Strong negotiation skills
  • Team leadership and strong support
  • Policy Improvement
  • Organization & Detail
  • Good Communication Skills
  • Report Analysis
  • Employee training and development
  • Schedule Management
  • Spreadsheet development
  • Billing
  • Problem Resolution 

  • Microsoft Word (formal letters, responses, labels etc.)
  • Microsoft Excel (asset management distribution, expense distributions/financial and expense reports)
  • Microsoft Access (business/vendor management)
  • Microsoft PowerPoint (presentations, work flow processes)
  • Outlook(calendaring/communication/email)
  • Windows 7, 8 & 10
  • Yardi Voyager (property data management)
  • Procure to Pay (invoice coding/processing)
  • Skype (communication/meeting scheduling)
  • One Note (project records)
  • Adobe (merging documents, editing and finalizing)
Experience
Company NameFebruary 2014 to CurrentPortfolio Assistant
City, State
  • Maintaining a professional demeanor, self-motivation, learning skills, reliability, organization and efficiency, my work load consists of coordinating, planning and supporting daily operational and administrative functions.
  • I provide comprehensive, complex and at times very challenging support to nine Portfolio Managers, vice president of operations, corporate accounting, property accounting, marketing, site properties and others.
  • I ensure projects are delivered on time and within budget.
  • I assist in creating and implementing project management and administrative processes, increasing efficiency in processes and communication. The ultimate goal is to reduce redundancy, improve accuracy, improve efficiency and achieve organizational objectives.
  • I am highly focused and results-oriented. I support complex and deadline driven operations. Identify goals and priorities and resolve issues as they arise or become known.
  • I plan, develop and lead complex projects from their very inception to their completion.
  • I deliver projects timely, within budget and in accordance to the requirements stated in the management agreements. If it is a vendor then in accordance to the quoted scope of work.
  • Schedule, plan and prepare presentations for Portfolio meetings. Order catering, prepare agenda's and working packets for groups.
  • Coordinate travel and lodging.
  • Assist in optimal cost control at the properties and corporate office.
  • Coordinate projects and see them through.
  • Prepare and proofread correspondence to residence, vendors, site staff or other corporate staff.
  • Regular correspondence with our many funders/lenders and especially our federal agencies Rural Development and U.S.
  • Department of Housing and Urban Development.
  • Complete research, reporting and information management within scheduled date/time frames.
  • Manage data entry and clerical administration, accounting and property expenses.
  • Enter accounts payables and am responsible for allocating invoices to appropriate parties.
  • Code and approve invoices.
  • Renew Management documents in accordance to schedules.
  • Process replacement reserve requests and obtain appropriate approvals.
  • Assist in building, entering and following property budgets. Report and assist in writing narratives regarding spending and utilizing reserve funds.
  • I have good numerical capability, computer and office skill, strong communication skills (verbal and written), strong analytical skills, prioritization skills, multitasking & problem solving skills.
  • A great eye for detail and management skill.
  • Team building and team collaboration skills.
Company NameSeptember 2009 to September 2014Small Business Assistant, Administrative Assistant & Event Coordinator
City, State
  • Performed multifunctional role- coordinated events, provided administrative support and managed/assisted small businesses in southeast Portland and Lloyd District. I also was a part of the committee and assisted in leading the Neighborhood Prosperity Initiative Project now known as the Jade District.
​
  • Office Administrative Role - I enhanced business operations resulting in improved performance and cost reduction. Processed credit card payments and check/cash bank deposits. Built spreadsheets and business databases in order to manage small business dues & sponsorships. Invoiced and processed invoices. Managed online business list serves for the business associations and their owners. Maintained all correspondence to and from the owners and handled/assisted as needed. Kept all processed files and records (paper and electronic). Scheduled and confirmed appointments. Kept and managed financial records. . Maintained the calendars for office staff and supervisor. Processed data and budget sheets. Prepared monthly newspaper articles for the SE Examiner regarding business changes/updates. Processed large mailings.
​
  • Event Planner/ Coordinator Role - I supported major event sponsors, primarily small local businesses but also banks (Wells Fargo, US Bank, Bank of America), department stores (Safeway, Fred Meyer), Insurance agents (State Farm Insurance, Allstate Insurance), coffee shop sponsors (Pete's Coffee, Starbucks), eateries and many others. The support included marketing materials and increasing traffic to their locations. Gathered data and analyzed business and event operations/logistics. Billed and processed payment for article sponsors. Processed all vendor applications and payments. Led all communications and updates. Processed sponsor applications and communicated advertising and other benefits. Developed strategies and vision and oversaw the layout. Mapping sketching measuring arranging and finalizing placements of all music, entertainment and vendors. This also included store fronts and exposure (specifically our sponsors). Coordinated seven events between the months of April and September. The events included 82nd Avenue Carnival Days, Montavilla Street Fair, Division/Clinton Street Fair, PDX Bridge Festival, Hawthorne Street Fair, Belmont Street Fair and Fun on Foster. Working with a list of over 700 vendors. Working with the webmaster I updated information and current advertising on the TSG and association websites.
​
  • Small Business Support Role - I supported eight business associations (82nd Avenue Business Association, Division/Clinton Business Association, Hawthorn Blvd Business Association, Belmont Area Business Association, Foster Area Business Association & Lloyd District Community Association).   I scheduled and planned monthly, quarterly and annual meetings with our associations and small business owners. Discussed city changes/concerns and changes to the association's processes and procedures. Built formal invitations for annual meetings and processed registrations for monthly, quarterly and annual meetings. Assisted in all areas of the dues process. Processed dues applications for annual members and actively worked on and encouraged new members to join.
​
  • Neighborhood Prosperity Initiative (Jade District) – a project that included the SE 82nd Avenue & SE Division Street city sections of Portland. I organized and attended the District Development Business Meetings for the NPI. Worked with businesses develop and implement new ideas. I assisted in organizing the plans that would later became the Jade District. During the planning process we established project priorities and actively contributed in business involvement and the desire of the community, to develop this project. We built a board and worked tirelessly to build a business dues membership pool.
    I provided translation services for the project. Flyers and other materials for the Russian businesses in the area. I assisted in creating a database. Keptand recorded the minutes and processing payments.
Company NameApril 2004 to October 2008Receptionist & Filing Clerk
City, State
  • Completed computer administration projects. Multitasked 5 phone lines and worked through large numbers of invoices daily, for 6 of the companies building contract managers.
  • Updated records, including excel spreadsheets and Microsoft word documents. Prepared documents as required and/or assigned.
  • Faxed, copied and labeled all records and projects.
  • Mailed and Couriered per request. Called for pickups and accepted and signed mail and courier packages.
  • Outlook email communication, handled requests in the order they were received and forwarded e-mails to the appropriate divisions as necessary.
  • Completed all other office required duties and tasks. Made coffee, ran errands, ordered supplies and greeted visitors.
    Prepared and kept current all records and documents for the properties, subdivisions, leases and rentals.
  • Created and kept a complete record of invoices, bank statements, insurance documents, engineering information and other paperwork.
Education
Thompson High SchoolHigh School Diploma
Associates of Applied Science Administration
Associates of Applied Science Business Administration DegreeBoth in progress
Interests
I grew up in Portland Oregon. I love this city and everything about it. The diversity and beauty are some of my favorite benefits of living here.
I volunteer 6 hours a week, providing professional Russian translation services for my local church in Portland Oregon.
I also volunteer my time working with businesses, to raise funds for The Humane Society and Loaves and Fishes as well as other programs. Together we have raised thousands of dollars to each of these programs. I continue to be actively involved.
Languages
I speak, read and write in fluent Russian. I understand Ukrainian and have  mastered a great deal of Spanish.
Skills

Administration and Office Support (document composition, updating agreements and trackers)
Multitasking sills
Prioritization skills
Outgoing, friendly and professional demeanor
Strong, clear verbal and written communication and responsiveness
Excellent meeting coordination and support skills
Respectful and professional interpersonal skills
Exceptionally detail oriented and organized
Work well in a fast paced driven environment (with high energy)
Efficiency and flexibility
A passion for the success of local businesses (particularly small businesses)
Event Planning (large and small)
Commitment and Dedication
Professionalism

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Resume Overview

School Attended

  • Thompson High School

Job Titles Held:

  • Portfolio Assistant
  • Small Business Assistant, Administrative Assistant & Event Coordinator
  • Receptionist & Filing Clerk

Degrees

  • High School Diploma
    Associates of Applied Science Administration
    Associates of Applied Science Business Administration Degree

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