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Portfolio Officer

3 weeks ago

East London, Eastern Cape, South Africa Abantu Staffing Solutions Full time
About Abantu Staffing Solutions

We are a leading staffing solutions company, and we are looking for an experienced Portfolio Officer to join our team.

Job Description:
  • Job Title: Portfolio Officer - Property Management Specialist
  • Salary:$80,000 per annum
Responsibilities:
  • Operational Requirements:
    • Develop marketing plans and ensure their implementation
    • Prepare, submit, and pursue management proposals to meet growth targets
    • Sustain the successful onboarding of new properties under management
  • Relationship and Property Management:
    • Maintain efficient and effective administration and management of owner and trustee relationships
    • Ensure all records are up-to-date, including owners' details, management agreements, minute books, fire certificate renewals, insurance policies, etc.
    • Attend relevant HOA and BC meetings and execute instructions in a timely manner
    • Assist with owner inquiries, providing an efficient service
    • Manage the administration and management of related processes
    • Prepare annual budgets for all HOAs and BCs
    • Provide documents required for the preparation of the Annual Financial Statements for all HOAs and BCs
    • Evaluate adequate property insurance coverage and oversee the submission and management of insurance claims
    • Generate levy clearance certificates and sign off on changes of ownership on WCU
    • Approve invoices for submission to finance
    • Review monthly results and ensure regular and accurate reporting to relevant stakeholders and trustees
    • Compile and distribute a monthly report to trustees
    • Verify pre-billing checks and sign off
    • Distribute monthly management accounts to all BCs and HOAs within the deadline date
    • Ensure the effective management of properties in accordance with relevant legislation
    • Oversee and ensure entities are registered with CSOS and payments are made
    • Evaluate any legislative changes and roll them out, ensuring staff awareness
    • Evaluate OHPM compliance with relevant legislation and attend to EAAB annual renewals
    • Manage the enforcement of house and conduct rules and issue fines/penalties
    • Evaluate complex wellness through regular site visits and management of SLAs
    • Oversee the appointment and performance of service providers
    • Evaluate expenditure against budget
    • Oversee ad-hoc service providers
    • Evaluate maintenance issues, record works-orders, and ensure expenditures align with budgets
    • Evaluate complex upkeep
    • Cyclically visit complexes and report on 'wellness'
  • Report Writing:
    • Review monthly business unit results and ensure regular and accurate reporting
    • Compile a revenue variance report on a monthly basis
    • Collate feedback from staff and formulate a monthly progress report, including statistics over time
  • 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 risks associated with the region
  • Staff Management:
    • Oversee and manage staff and resource functions regarding daily activities and requirements
    • Manage staff work allocation, performance, and development according to company policies and procedures
    • Evaluate the Portfolio Administrator's and Facilities Coordinator's analysis of processes carried out and feedback received monthly
    • Perform duties within vocational abilities as requested
    • Carry out other ad-hoc duties as and when required by management
    • Liaise with different personnel to prevent delays and ensure timely delivery
  • Community Development:
    • Manage Corporate Social Investment activities aligned with OHHA's mainstreaming plans
    • Engage with current volunteers involved in CSI programs and attract new volunteers