Portfolio Officer

7 months ago


East London, South Africa E2E Staffing (PTY) LTD Full time

**EDUCATIONAL REQUIREMENTS**:

- Diploma or Degree in Management
- Paddocks UCT Sectional Title / HOA Management Course qualification
- Registered with the EAAB holding a valid FFC advantageous

**WORK EXPERIENCE**:

- Three years’ experience in managing Sectional Title Schemes / HOA’s as well as complex management
- Experience in overseeing and management of staff

**SKILLS & ATTRIBUTES**:

- Planning skills
- Problem solving & analytical skills
- Accuracy & Strategy planning
- Excellent communication skills
- Excellent eye for detail
- Logical thinking & information seeking
- Self-development orientation
- Cultural sensitivity
- Service orientation
- Excellent people skills
- Computer Literacy in MS Office Suite

**KEY PERFORMANCE AREAS**:
**1. Operational requirements**
- Execute daily tasks and work instructions according
to relevant Procedures

**NEW BUSINESS**
- Prepare marketing plans and ensure implementation
- Prepare, submit and pursue management proposals to ensure growth targets are met
- Ensure the successful take-on of new properties under management

**RELATIONSHIP & PROPERTY MANAGEMENT**
- Ensure the efficient and effective administration and management of owner and Trustees relationships
- Ensure all records are kept up to date including owners’ details, Management Agreements, minute books, fire certificate renewals, insurance policies etc.
- Arrange, attend, minute all relevant HOA and BC Meetings and execute instructions and distribute minutes timeously from said meetings.
- Assist with the signing of debit order forms and levy recoveries
- Assist with owner queries providing an efficient service

**Ensure the efficient and effective administration and management of related processes**
- Prepare annual budgets for all HOA and BC
- Assist with the preparation of the Annual Financial Statements for all HOA and BC
- Ensure adequate property insurance in place and oversee the submission and management of insurance claims
- Oversee the preparation of levy clearance certificates and sign off on change of ownerships on MDA
- Sign-off of invoices to submit to finance

**Review monthly results and ensure regular and **accurate reporting to all relevant stakeholders / **Trustees**
- Prepare and distribute a monthly report to Trustees.
- Prepare and sign-off of pre-billing checks
- Distribute monthly management accounts to all BC and HOA within deadline date

**Ensure the effective management of properties in line with relevant legislation**
- Oversee and ensure entities are registered with CSOS and payments made.
- Ensure any changes to legislation are rolled out and staff are aware of changes
- Ensure OHPM is compliant with relevant legislation and ensure EAAB annual renewals are attended to.
- Oversee the management and enforcement of house and conduct rules and issuing of fines/penalties

**Effective property management of complexes ensuring complex wellness**
- Regular site visits and management of SLA’s
- Oversee the appointment and performance of service providers.
- Ensure expenditure in line with budget
- Oversee the management of ad-hoc service providers.
- Oversee that maintenance issues are recorded, and works-orders opened
- Ensure expenditure of work orders issued are in line with budgets
- Oversee complex upkeep
- Cyclic complex visits and report on “wellness.”

**REPORT WRITING**
- Review monthly business unit results and ensure regular and accurate reporting
- Revenue variance report compiled on a monthly basis
- Collate feedback from staff and formulate a monthly progress report, including statistics over a period of time.

**FINANCIAL & RISK MANAGEMENT**
- Oversee municipal related processes, comparing charges to the budget
- Prepare budgets and authorize expenditure for the department
- Analyse and formulate responses to all risks associated with the region

**STAFF MANAGEMENT**
- Oversee and manage staff and resource functions with regards to daily activities and requirements
- Manage staff’s work allocation, performance and development in line with company policies and procedures
- Ensure that the Portfolio Administrator & Facilities Coordinator conducts an analysis of processes carried out and feedback received on a monthly basis.
- Perform all duties, within your vocational abilities,
as requested
- Carry out any other ad hoc duties as and when required by management
- Liaise with different personnel, as is required, to prevent delays and on-time delivery

**COMMUNITY DEVELOPMENT**
- Manage Corporate Social Investment activities in line with OHHA’s mainstreaming plans
- Engage with current volunteers involved in the CSI programs and attract new volunteers

**2. Financial**
- Ensure effective cost saving and waste elimination
- Assist with setting Annual Budgets and Quarterly
- Forecasts for the company
- Meet output requirements, while containing expenditure
- Ensure control and approval of expenses in accordance with the company approvals framework

**3. Huma


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