Relationship Assistant
3 months ago
Purpose of the Role
To ensure that client satisfaction is upheld at all times, and to support the relationship manager with the management of their portfolio as per the SLA with the client.
Duties & Responsibilities
Correspond
Responsible to liaise various stakeholders involved with building maintenance, including contractors and request payment approval where necessary via the required channels.
Capture Payments
Process all relevant payments and reimbursements that have been approved by the relationship manager.
Create Journals
Create journals as instructed by the relationship manager to process reimbursements to owners and ensure that all allocations in journals are correct and accurate as it related to the trust accounts.
Compile Monthly Reports
Compile monthly reports and invoices and save them to the database.
Upload Website Documents
Ensure that websites of all complexes are updated monthly to reflect the latest documentation and information. Ensure that all relevant documentation required for audits are uploaded to the KSI website.
Qualifications
Grade 12 High School Diploma or GED
Relevant sectional title certificate (CPMD or Paddocks etc.)
Home-Owners Association certificate will be advantageous
Degree/Diploma is advantageous
Experience
At least 2 years experience in sectional titles environment and Home-Owners Associations.
At least 2 years of administration
o Includes working with Excel, Word, and Outlook
Skills & Knowledge
1 Rarely required 2 Sometimes required 3 Often required 4 Always required 5 Vital to role
Level
Skills:
Strategic Thinking
Analysis and problem solving
Judgement and decision making
Agility
Managing conflict
Planning and organizing
Detail and quality focus
Language skills
Numerical skills
Reasoning skills
Knowledge:
General Accounting principles
Sectional Title Legislation
Microsoft Suite
Internal software systems (Firefly, Pastel, etc.)
Building Maintenance
Liaise with contractors, owner-care consultants, relationship managers, and trustees to ensure that building maintenance is executed in line with the SLA.
Insurance Claims
Liaise with brokers for common property insurance claims, complete claim forms, obtain invoices and reports for incidents and ensure that payments are allocated timely and accurately to the correct ledgers once insurance has paid out.
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