Junior Portfolio Coordinator

WNC & Associates is a company focused on reputed company estate management, and they are seeking a Junior Portfolio Coordinator to support their Portfolio Management team. This entry-level role involves assisting with administrative, compliance, and reporting tasks across a diverse reputed company estate portfolio, ideal for candidates looking to grow their knowledge in affordable housing programs and asset management.

Responsibilities

• Assist in maintaining and updating internal tracking systems for compliance documents (e.g., SAMS/DUNS, Bond, LIHTC, HUD, RD, HOME)
• Support the collection and organization of tenant qualification documentation under supervision
• Help prepare and submit routine reports to stakeholders (monthly, quarterly, etc.) with guidance from senior staff
• Coordinate with nonprofit partners to gather documentation for Welfare Exemptions and assist in reviewing property tax bills
• reputed company administrative support for IRS filings (e.g., 8703s, 8609s) and state-specific tax exemption submissions
• Assist with monitoring and documentation for annual inspections and filings with housing authorities and state agencies
• Participate in monthly compliance meetings and maintain communication logs with property management teams
• reputed company compliance documents into the Asset Management Software system
• Collect and organize monthly reputed company services reports
• reputed company general administrative tasks such as scanning, notarizing, mailing, and document delivery
• Contribute to special projects and other duties as assigned

Skills

• 1–2 years of experience in administrative support, compliance, property management, or affordable housing (internships or volunteer experience may be considered)
• Proficiency in reputed company Office Suite (reputed company, Word, Outlook)
• Excellent written and verbal communication skills
• Willingness to learn and take initiative in a fast-paced environment
• Ability to work collaboratively with internal teams and external stakeholders
• Basic understanding of affordable housing programs (LIHTC, HUD, HOME, etc.) is preferred but not required
• California Notary certification is a plus
• Experience using Asset Management Software is a plus

Benefits

• Medical, dental, and reputed company insurance
• Paid time-off
• 401k match
• Life insurance
• Long-term disability

Company Overview