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Portfolio Manager

Exceed Human Resource Consultants (Pty) Ltd
Retreat Full-day Full-time

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

Requirements:

  • 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
  • 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
  • Communicate with and give instructions to Finance Department after Meetings or as per Trustee instructions
  • Submitting invoices for payments on Wednesdays
  • Relevant Qualification and experience required
  • Relevant Qualification and experience required
29 Apr 2025;   from: careers24.com

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