Portfolio Manager

Reference: 5692 LF
Consultant: Lucinda Fouche

Job Description:

• MEETINGS:
  • Managing diary (booking meetings)
  • Preparing documentation for AGM, Trust and Sectional Title meetings
  • Attending AGM, Trust and Sectional Title meetings and/or any other issues as requested by Trustees
  • Feedback regarding unfinished business to Trustees
  • Taking minutes at meetings.
  • Typing minutes of all meetings
  • Minutes of meetings sent to Trustees for concept approval
  • Send AGM minutes with concept approval by Trustees to owners
  • Tasks arising from meeting sent to all departments to action
  • Ensure that above actions are completed.
  • Keep minute books up to date (paste in signed minutes)
• 2) PAYMENTS:
  • Checking invoices ensuring all necessary information (according to procedure) appears on the invoice.
  • Approve payments on Sage Pay system.
  • Pay invoices on banking system.
  • Transfer funds from /to 32-day notice account and/or current account
  • Open and close banking account/s and/or changing banking details.
• GENERAL OFFICE ADMINISTRATION
  • Link between owners / Trustees / Legal representatives etc (daily basis)
  • Cell to gate registrations (owners/ tenants)
  • Handle complaints (written) and give feedback to Trustees (as needed)
  • Send rules to CSOS – Community Schemes Ombud Service
  • Send AGM (new info) to CSOS.
  • Keep administrative/communication system up to date regarding Trustee resignations and appointments
  • Communicate changes to insurance policy with the insurers and handle any administration
  • Compile newsletters (if requested)
  • Registering new complexes on the system (take on sheets)
  • Capturing owners’ details of new complexes on Glovent
  • Keep Shared folders on server up to date
  • Assist other departments as needed
• Overview to other departments:
  • Check the repairs and maintenance report (RMO)
  • Check that site inspections are booked for RMO
  • Check finance information (TB, AA, SAA ens.)
  • Ensure that finance / RMO reports are sent to Trustees

Qualifications:

• Senior Certificate
• Previous Property Administration and Managing Agent experience
• Previous Portfolio Management experience
• Computer literate

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.