Portfolio Manager

3 weeks ago

Bedfordview, South Africa Solver Full time

**ANNEXURE A**

**SENIOR PORTFOLIO MANAGER JOB DESCRIPTION**

**PURPOSE OF THE ROLE**:
The Senior Portfolio Manager [ **SPM]** for Solver Property Services [ **SPS**] will be responsible for the effective and professional management of all Community Schemes [ **CLIENT**] within his/her portfolio. The **SPM **will have advanced knowledge of the industry. The **SPM** will be comfortable in managing junior staff and must have a fair understanding of internal staff management and procedures.

Over and above the standard requirements of a portfolio manager, the **SPM**’s main objectives will include:

- Maintain and uphold the administrative, financial, and secretarial requirements of the **CLIENT** per the management agreement between the **CLIENT** and **SPS**.
- Manage the relationship with the **CLIENT** to promote and secure successful and ongoing customer relations.
- Resolve issues that arise and on all levels of the agreement timeously and ensure completion within the desired time frames.
- To ensure effective cooperation and teamwork amongst the support departments within the **SPS **group of companies to the benefit of the **CLIENT’s **needs and agreed outcomes.
- The effective utilization of the internal company software systems, systems, and processes to properly perform the duties assigned to the position of **PM.**:

- Be proficient in the environment of Property Management.
- The **SPM** will be responsible for his/her own portfolio and be required to manage other, more junior portfolio management teams.
- To have a high work ethic and be an example to more junior staff.
- The **PM** should be the primary contact for the Trustees / Directors of the **CLIENT** whilst the Portfolio

Manager Administrator fulfils a support structure and attends to queries from owners.

**GENERAL SUMMARY DUTIES AND RESPONSIBILITIES**

CLIENT:

- Provide and advise on beneficial solutions to problems that the **CLIENT** may have.
- Manage, guide, and advise the Trustees / Directors of the **CLIENT**.
- Source options and obtain support structures where needed, such as engaging with legal practitioners and competent service providers
- Accept liability and accountability for any issue, problem, and task that affects the **CLIENT** and ensure that it is completed within the required timeframes agreed upon.
- Involve the assistance of **SPS** Management should it be required.
- Understand the individual needs of each **CLIENT**.
- Ensure that the systems and reporting to the **CLIENT** are adhered to.
- Taking ownership and being the primary contact to the Trustees / Directors of the **CLIENT**.

SPM
INTERNAL:

- Utilize and engage all support functions and engage with the various departments to achieve and complete the required outcome of all the **CLIENT’s** requirements.
- Ensure timeous completion of all **SPS** deadlines and report on weekly and monthly key activities.
- Ensure that all offerings and products of **SPS** are offers and promoted to the CLIENT to ensure a comprehensive management platform.
- Protect the interests of the COMPANY.
- Train, develop and manage staff.
- Attend courses / learning that the company provides
- Professional conduct. The **SPM** to have a high work ethic and be an example to more junior staff.

CLIENT

DESCRIPTION FREQUENCY

1. Completion of all instructions Daily
▪ From meetings

Written
2. Attending to all communication Daily [24 Hour Turnaround Times]

▪ Verbal
▪ Written

3. Assisting on Regulatory and Legal matters When Required
▪ Enforcement of rules
▪ Warnings and Penalties

4. Hosting of Meetings When Required and in line with Regulatory
▪ AGM, SGM, and Trustees requirements
▪ Service Providers
▪ Legal
▪ Client Other

5. Meeting Minutes Within the prescribed timeframes [3 Days]
▪ Compile, Review for Upload, and

Issue Ongoing
6. Manage, and Approve supplier invoices

▪ Receive, approve
▪ Payment confirmation
▪ Banking details and confirmation
▪ Supplied registration

7. Manage and assist insurance matters Ongoing
▪ Claims submitted
▪ Insured values and valuations
▪ Excess and Shortfalls
▪ Fidelity Fund Cover

8. Manage Financial Reporting and Ongoing
**Requirements**:
▪ Audits
▪ Levy Admustmets
▪ Meter Reading
▪ Budgeting
▪ Maintenance and Reserve Plans

9. Clearances Ongoing

SPM
▪ Approve clearance figures
10. Levy Collection assistance Ongoing

▪ Mandates
▪ Arrangements
▪ Queries

11. Building Maintenace When Required and Instructed
▪ Assist with the appointment of contractors
▪ Advise client

12. Reporting Monthly

▪ Month-end BPR When required
▪ Regulatory and Legal Daily
▪ Communication and Instructions When required
▪ General Financial

13. Human Resources When Required
- Payroll
- Disciplinary Action
- Contracts of Employment

INTERNALLY

DESCRIPTION FREQUENCY

1. Update Systems [WC, SmartSheets] Daily, Weekly, Monthly
▪ Planners
▪ Trustee / Directors Details
▪ Client Employee Details
▪

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