Portfolio Manager

Western Cape, Strand

Permanent Position

Portfolio Manager (Property Industry) in the Community Scheme Industry (Strand, Western Cape)

Basic plus overtime for afterhours meetings

Own transport essential

+- 25 schemes under Portfolio Administrators’ portfolio.

After hours meetings. 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 business

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 assisting with problems, where needed

Problem solving

Insurance Policies - liaise with Brokers and Insurers

Attending Trustee and General Meetings

Weekly average of +-2 meetings between 5 - 8pm.

Taking minutes and the matters arising as a result thereof, and action the necessary. In Afrikaans or English. Scheme dependent.

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 Repairs & Maintenance (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
- For more information please contact:

- Carin Walters