Portfolio Manager

7 months ago

Johannesburg, South Africa CSC Recruitment Full time

**About the client**:
A national property group offering property management solutions through innovation.

**Main purpose of the position**:
The Portfolio Manager is responsible for ensuring the on-going process of providing information to stakeholders within the properties managed.

**Reason for vacancy**:
Increased book order.

**Salary**:
R300 000.00 - R336 000.00 p/a ctc

**Education**:

- Matric.
- NQS4 (Padox Qualification) - Degree Level (Non-negotiable).
- PPRA Membership (Property Practitioners Regulatory Authority) Non-negotiable.

**Experience**:

- Must have a minimum of 5 to10 years sectional title and body corporate management experience.

**Computer software**:

- WeConnectU
- MS Office (Advanced)

**Key performance areas**:
**Liaison with Board of Trustees/Directors - Administration**:

- Responsible for administration and query resolution within the portfolio, as well as the record
- keeping,archiving and filing for these actions.
- Will be required to attend meetings during the evening and on weekends.
- Liaising with different stakeholders including board of trustees/directors owners, tenants, contractors, councils, colleagues and management.

**Meetings/Liaison with Members**:

- Schedule and attend after hours and weekends Trustee, Annual and Special General Meetings.
- Follow up and resolve all maintenance and insurance-related matters in coordination and cooperation.
- Updating system information (WeConnectU and server).
- Attend to CSOS Registrations and Annual Returns.
- General management of correspondence (verbal and written)
- Answering telephone calls and attending or directing inquiries
- Drafting of templates (in word and excel).
- Receiving, processing and finalizing insurance claims (with the assistance of brokers).
- Liaising with trustees, directors and landlords.
- Updating information on the internal office systems.
- Preparation of meeting documentation.

**Insurance and Debt Collection**:

- Receiving maintenance / insurance queries from owners/ trustees/ directors.
- Obtaining quotes where applicable.
- Obtaining approval from relevant stakeholder.
- Instructing contractor to commence work as per quote and approval (arranging payment of deposit).
- Following upon completion of the job with contractor and relevant stakeholder.
- Register insurance claims (with assistance from Broker) and processing thereof (excess paymentWeConnectU order, contractors liaison, etc.).
- Scanning documentation to the system.
- System maintenance: changing owner details as requested etc.
- Take-on procedure for new schemes.
- Hand-over procedure in cooperation the Head of Department.
- Attending to archive files where relevant.
- Updating of Insurance Excel Spreadsheet.
- Saving of new policies after renewal.

**Letters/Notices/Administration**:

- Drafting of Conduct Letters per instruction from PM.
- Editing, scanning, and sending of letter/s to owner/s.
- Sending of General Notices, circulars, and communication.
- Typing of letters, notices and minutes.

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