Portfolio Manager

4 months ago


Stellenbosch, South Africa Exceed Recruitment and Human Resource Consultants Full time

**Reference**:9246 LF
**Consultant**: Lucinda Fouche
- General office Administration
- Portfolio Administration: Bodies Corporate, Home Owners Associations, and other community schemes
- Diary Management: Scheduling of appointments
- Attending Trustee and General Meetings
- Taking minutes
- Typing of minutes
- Submit minutes for review by Manager within 3 working days of meeting
- Attending to matters arising from meetings
- Assisting owners with queries
- Assisting trustees/Excom on matters applicable to scheme
- Meetings with Building Managers
- Cell-to-gate registrations of owners or there tenants
- Keep scheme information in Permanent Folder (on server) in a neat an organised fashion
- Ensure an effective and professional communication strategy with trustees / owners
- Communication with all role players where required (legal /financial/Repairs & Maintenance)
- Typing of all correspondence to owners on trustee instruction
- Follow-up on complaints and provide feedback to Trustees where required
- Notices of Trustees Meetings and Annual General Meetings and the Minutes thereof
- Timely distribution of notices and minutes
- Dealing with daily correspondence
- Liaising between departments and Trustees
- Sending of communication through in-house systems and Portal
- Feedback to Department after meetings
- Instruct Department to Open job cards if necessary
- Liaise with Department as necessary to arrange for access to Common Property, units or other
- Seek approval in Meetings from trustees/caretaker to pay completed jobs
- Attend monthly site inspections
- Attend site meetings with trustees if required
- Communicate with and give instructions to Finance Department after Meetings or as per Trustee instructions
- Submitting invoices for payments on Wednesdays
- All duties within ambit and scope of Marite’s daily business
- Friendly, presentable, honest, hardworking, and people orientated
- Professional at all times.

**Qualifications**:

- Relevant Tertiary Qualifications
- Experience will be beneficial


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