Portfolio Manager (Property)

Reference: 10345 LF
Consultant: Lucinda Fouché 

Job Description: 

• Portfolio Administration
• General office Administration
• Portfolio Administration: Bodies Corporate, Home Owners Associations, and other community schemes
• Diary Management: Scheduling of appointments
• Attending Trustee and General Meetings
• Taking minutes
• Typing of minutes
• Submit minutes for review by Manager within 3 working days of meeting
• Attending to matters arising from meetings
• Assisting owners with queries
• Assisting trustees/Excom on matters applicable to scheme
• Meetings with Building Managers
• Cell-to-gate registrations of owners or there tenants
• Keep scheme information in Permanent Folder (on server) in a neat an organised fashion
• 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
• E-mail management (respond within 24-hours on emails)
• Liaising between departments and Trustees
• Sending of communication through in-house systems and Portal
• Repairs and 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 on Wednesdays

Qualifications: 

•   Relevant Qualification and experience required

How to Apply: 

• Email your comprehensive CV to exceedhr@exceed.co.za. 
• If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered in order to avoid duplicity on our system. 
• We reserve the right to only conduct interviews with candidates of choice. 
• Applicants who have not received feedback within 30 days from the closing date must please accept their application as unsuccessful. 

Submit CV

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