Portfolio Manager

1 month ago

East London, Eastern Cape, South Africa Abantu Staffing Solutions Full time
Job Title: Portfolio OfficerAbout the Role:

The ideal candidate will have a strong background in property management and administration, with experience in overseeing and managing Sectional Title Schemes and complex management.

Key Responsibilities:
  • Operational Requirements:
    • Prepare marketing plans and submit proposals to ensure growth targets are met.
    • Evaluate new business opportunities and ensure the successful take-on of new properties under management.
  • Relationship and Property Management:
    • Ensure the efficient and effective administration and management of owner and Trustees relationships.
    • Manage and maintain accurate records, including owners' details, Management Agreements, minute books, fire certificate renewals, insurance policies, etc.
    • Attend all relevant HOA and BC Meetings and execute instructions timeously from said meetings.
    • Assist with owner queries and provide an efficient service.
    • Prepare annual budgets for all HOA and BC.
    • Provide documents required for the preparation of the Annual Financial Statements for all HOA and BC.
    • Ensure adequate property insurance is in place and oversee the submission and management of insurance claims.
    • Prepare levy clearance certificates and sign off on change of ownerships on WCU.
    • Sign off on 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 on pre-billing checks.
    • Distribute monthly management accounts to all BC and HOA within the 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.
    • Manage the 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 is in line with budget.
    • Oversee the management of ad-hoc service providers.
    • Ensure expenditure of work orders issued is in line with budgets.
    • Oversee complex upkeep.
    • Cyclic complex visits and report on "wellness".
  • Financial & Risk Management:
    • Oversee municipal related processes, comparing charges to the budget.
    • Prepare budgets and authorize expenditure for the department.
    • Analyze 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.

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