Sectional Title Portfolio Assistant

7 days ago

Gardens, South Africa JPS Trust Full time

**Portfolio Assistant Role Overview**

Sandak-Lewin Property Trust (Pty) Ltd. is seeking an experienced Portfolio Assistant to provide essential administrative support to our team and assist in managing a diverse portfolio of valued clients. This role involves multitasking across various areas, including finance, insurance, maintenance, and general administration, ensuring efficient portfolio management and high client satisfaction.

**Company Commitment**
At Sandak-Lewin Property Trust (Pty) Ltd, we are committed to transformation and addressing past inequalities. Employment equity goals will be a key factor in our selection process.

**Key Responsibilities**

**Finance**
- Support Portfolio Managers with daily/monthly finance tasks
- Implement debits, credits, and recoveries on owner accounts
- Handle levy increases, queries, and adjustments
- Manage interest reversals and liaise with staff for debit order mandates

**Insurance**
- Assist clients with insurance claims and ensure claim validity
- Obtain quotes and arrange for contractor work after claims approval
- Liaise with brokers for certificates and insurance valuations
- Handle insurance renewals and ensure premium payments (annually/monthly)

**Staff Management**
- Assist trustees with body corporate employee matters, including salaries, bonuses, and leave
- Obtain quotes and manage contracts for cleaning, security, and other services

**Maintenance**
- Arrange site inspections and consults for building maintenance
- Gather quotes for redecoration and general upkeep of common property
- Manage owner-related maintenance issues and ensure compliance with trustee instructions

**Administration**
- Manage queries related to levies, body corporate (BC) matters, and from trustees
- Update contact info, assist with rules enforcement, and assist in handling legal matters
- Coordinate the loading of new buildings into the company system
- Ensure constitutional requirements are met and documentation is filed accurately

**Meetings**
- Organize AGMs, SGMs, and trustee meetings
- Prepare and circulate meeting notices, agendas, and AGM packs
- Assist in compiling and circulating minutes after meetings, ensuring compliance with PM requests
- Ensure minute books are kept updated

**General Support**
- Offer continuous assistance to the Portfolio Manager and staff
- Deal with client concerns in a professional and efficient manner

**Skills & Requirements**
- **Experience**: Ability to work independently towards deadlines, prioritize tasks, and manage administrative duties efficiently
- **Transport**: Own transport is beneficial
- **Qualification**: Sectional Title qualification/certification is preferred
- **Client Relations**: Proven experience in client satisfaction is essential

Pay: R15 000,00 - R22 000,00 per month

Expected Start Date: 2024/10/01

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