Portfolio Manager

2 weeks ago

Helderberg, Western Cape, South Africa Merand Corbett & Associates Full time
Western Cape, Helderberg


Reporting to the Practice Manager, if you have 5+ years industry/ positional experience, have a formal/ professional industry related qualification - are able to work independently and manage clients & personnel operations effectively then keep reading.

Own transport essential. After hours meetings will be required.

Preferably experienced in property industry or as Portfolio Manager in Sectional Title industry

PORTFOLIO MANAGEMENT

  • Person in charge of administrating the schemes on behalf of the company
  • General office Administration
  • Portfolio Administration: Bodies Corporate, Home Owners Associations, and other community schemes
  • Working closely with Trustees in order to manage the scheme
  • Working closely with other departments and assist with problems, where needed
  • Problem solving
  • Insurance Policies liaise with Brokers and Insurers
  • Attending Trustee and General Meetings weekly average of +2 meetings between 8pm.
  • Taking minutes and the matters arising as a result thereof, and action the necessary. In Afrikaans or English. Scheme dependant.
  • Diary Management: Scheduling of appointments and meetings well in advance

COMMUNICATION

  • Ensure an effective communication strategy with trustees / owners
  • Communication with all role players where required (legal /financial)
  • Client liaison
  • Compilation/typing of correspondence and letters to owners, tenants or other role players
  • Liaising with various legal institutions
  • Typing of all correspondence to owners, tenants or role players, on trustee instruction
  • Notices of Trustees Meetings and Annual General Meetings and the Minutes thereof
  • Dealing with daily correspondence
  • Liaising between departments and Trustees. REPAIRS & MAINTENANCE
  • Dedicated R&M administrator reports into you.
  • Give instructions from trustees or other meetings to R&M department flowing from Trustee or other meetings
  • Weekly meetings with R&M department on open job cards, and assist in decision making
  • Assist and liaise with R&M department where necessary in order to assist the completion of repairs & maintenance tasks
  • Liaise with R&M department so that the relevant quotes are tabled for approval at meetings and the most recent updates are provided at Trustee or other meetings.
  • Quarterly site inspections and survey report with comments and recommendations to trustees.
ACCOUNTING / FINANCIAL

  • Reviewing payments and invoices submitted for payment
  • Releasing payment of invoices via banking system
  • Payroll for weekly and monthly employees via dedicated payroll system
  • Payment of weekly/monthly salaries to scheme employees
  • Payment of statutory payments

GENERAL

  • Advising Trustees wrt Sectional Titles Act, CSOS Act or Constitutions
  • Assisting the Trustees with obeying the rules of the Body Corporate, HOA, community scheme
  • Attendance of Trustee Meetings
  • Attendance of Annual General Meeting, Special General Meetings
  • Minutes of Meetings
  • Attending to Matters Arising from Minutes



PLEASE NOTE :
ONLY SUCCESSFUL APPLICANTS WILL BE CONTACTED

  • For more information please contact:
  • Carin Walters

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