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Portfolio Administrator

2 weeks ago

Cape Town, South Africa Trafalgar Property Management (Pty) Ltd Full time

Duties & Responsibilities
- Daily management of trust funds and investment funds
- Ensuring that all complexes within the portfolio are insured and premiums are paid on time
- Continuous enhancement of knowledge of SA property laws
- Ensuring that compliant contractors are servicing the complexes and are paid timeously
- Awareness of all transfer of units within the portfolio and management of same
- Facilitating collection procedures and reporting to trustees and debtors and cash management
- Facilitation of staff payroll (HOA and Body Corporate) compliance and payment processes
- Ensuring all complex documents are archived as well as correctly filed within the company database
- Preparation of general meetings in line with the Sectional Title Act and compliance with the usage of standard documentation and notices as approved by the company
- Continuous liaison and guidance to trustees and directors in relation to complex matters and financial reporting
- Statutory notice compliance and awareness of quorum requirements relevant to meetings
- Financial management of a portfolio of complexes and sign off on complex control schedule as completion of same
- Ensuring compliance with statutory requirements for all complexes
- Accountable for internal audit score and closure of outstanding gaps identified on action log
- Management of PM/PA deadlines
- Management of support team processes

Desired Experience & Qualification
- At least two year’s experience as Sectional Title Portfolio Manager
- Must have own vehicle
- Tertiary qualification graduate (ideally commerce, law, finance, property studies)