Our client is looking for an Operations Assistant to join their team.
The role is property focused and therefore a real estate degree and 12 months’ work experience in the RE Sector is ideally preferred
Quarterly bank reports – initial draft
Assist with the preparation of the service charge budget packs for the BPM managed portfolio.
Provide responses for review for all leasing CPSEs across the UK portfolio. Respond to any additional management enquiries.
Portfolio service charge schedule - update with the 2020 budgets. Update annually every time new budgets are prepared.
EPC Register - keep updated.
Assist in overseeing the management of all UK and Irish assets within the platform. Track the actions discussed in our monthly management meetings and follow up bi-weekly with the relevant building manager to ensure these are closed out. Create an actions tracker.
Assist with drafting of the portfolio void cost schedules
Deal with day-to-day portfolio insurance queries including subrogation waiver requests for tenant contractors.
Notify Aon once an asset has been sold and ensure any credits/refunds are dealt with correctly by the finance teams.
Provide Aon with an updated tenancy schedule from Yardi on a quarterly basis.
Save all insurance certificates/invoices/policy docs into the correct folders on the T Drive. When information is updated from Aon, save the most recent information into the T Drive.
Request a monthly update on outstanding premiums from Aon and liaise with Accounts Receivable in order to close out payment of these premiums.
Renewal - support with the renewal process.
Request fee proposals from the QS' to prepare updated desktop/full reinstatement valuations for the portfolio. Ensure the timely delivery of the reports to Aon.
Agree with the finance team a clear process for managing the renewal to ensure we do not encounter the same issues as previous.
Send RFIs to the relevant management and finance teams in order to receive updated rent/service charge/invoicing entity information for the renewal. Manage the timely delivery of this information to Aon.
Review the final insurance schedules to ensure these are correct.
Keep the declared value and renewal schedules updated. Update for this year’s renewal.
Oversee problem insurance claims and ensure these are closed out.
Provide Rate Account Management Team with an updated UK tenancy schedule from Yardi on the 24th of each month.
Review the rates payment schedule prepared by our client on a monthly basis and confirm that the correct voids have been identified so that payment can be processed in our monthly payment runs.
Respond to any queries from the rate account management team, ensure they have the correct billing details and assets under their scope.
Deal with day-to-day rates enquiries such as billing and occupancy queries.
Submit any necessary appeals on the Govt Gateway website.
Keep the 2017/2021 Rateable Values spreadsheet updated.
For further details please contact Louisa -
Get in touch with LMRE
We are always seeking new talent for great opportunities call 07800 991985