Portfolio Manager

Stellenbosch
Salary: Market Related
Job Type: Permanent
Sectors: Management Property
Reference: 10345

Apply before Jun 28 2025 | 30 Days left

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Vacancy Details

Employer: Exceed Human Resource Consultants

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