Portfolio Manager

7 days ago

Stellenbosch, South Africa Merand Corbett & Associates Full time

Portfolio Manager (Property) required.

PORTFOLIO ADMINISTRATION
- Handle general office administration
- Portfolio Administration: Bodies Corporate, Home Owners Associations, and other community schemes
- Diary Management: Scheduling of appointments
- Attending Trustee and general meetings
- Take and type minutes
- Submit minutes for review by Manager within 3 working days of meeting
- Attend to matters arising from meetings
- Assist owners with queries
- Assist Trustees/Excom on matters applicable to scheme meetings with Building Managers
- Cell-to-gate registrations of owners or there tenants
- File scheme information on the server in a neat an organized fashion

COMMUNICATION
- 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

REPAIRS & MAINTENANCE
- Feedback to R&M Department after meetings on R&M matters Instruct R&M Department to Open job cards if necessary
- Liaise with R&M Department as necessary to arrange for access to Common Property, units or other
- Seek approval in meetings from Trustees/Caretaker to pay completed R&M jobs
- Attend monthly site inspections with R&M
- Attend site meetings with trustees if required

ACCOUNTING / FINANCIAL
- Communicate with and give instructions to Finance Department after Meetings or as per Trustee instructions
- Submitting invoices for payments

GENERAL
- All duties within ambit and scope of the company's daily business
- Friendly, presentable, honest, hardworking, and people orientated

For more information please contact:
**Carin Walters

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