Portfolio Administrator

2 weeks ago


Cape Town, Western Cape, South Africa Trafalgar Property Management (Pty) Ltd Full time
Duties & Responsibilities

  • Daily management of trust funds and investment funds
  • Ensuring that all complexes within the portfolio are insured and premiums are paid on time
  • Continuous enhancement of knowledge of SA property laws
  • Ensuring that compliant contractors are servicing the complexes and are paid timeously
  • Awareness of all transfer of units within the portfolio and management of same
  • Facilitating collection procedures and reporting to trustees and debtors and cash management
  • Facilitation of staff payroll (HOA and Body Corporate) compliance and payment processes
  • Ensuring all complex documents are archived as well as correctly filed within the company database
  • Preparation of general meetings in line with the Sectional Title Act and compliance with the usage of standard documentation and notices as approved by the company
  • Continuous liaison and guidance to trustees and directors in relation to complex matters and financial reporting
  • Statutory notice compliance and awareness of quorum requirements relevant to meetings
  • Financial management of a portfolio of complexes and sign off on complex control schedule as completion of same
  • Ensuring compliance with statutory requirements for all complexes
  • Accountable for internal audit score and closure of outstanding gaps identified on action log
  • Management of PM/PA deadlines
  • Management of support team processes
Desired Experience & Qualification

  • At least two year's experience as Sectional Title Portfolio Manager
  • Must have own vehicle
  • Tertiary qualification graduate (ideally commerce, law, finance, property studies)


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