Portfolio Assistant

SUMMARY:
Portfolio Assistant (Credit Controller / Accounts Administrator)
Location: Belville, Cape Town

POSITION INFO:

Job Purpose

Key Responsibilities

• Manage daily administrative functions for Consumer Movement and Credit Control, including email triage, filing, reporting, data capturing, and document management.
• Provide support to both departments and step in when required to ensure continuity of operations.
• Assist with general portfolio duties as directed by the Portfolio or Operations Manager.

• Take ownership of the Consumer Movement function when required, in line with department processes.
• Open and close tenant accounts accurately and timeously.
• Liaise with internal departments and customers regarding tenant movement processes.
• Communicate with customers and team members regarding outstanding information or documentation.
• Maintain and update all tenant-related documentation and records.

• Take over Credit Control responsibilities when required.
• Assist with aging reports, allocation management, and debt calculations.
• Follow up with customers on outstanding accounts and queries.

• Perform general office and administrative tasks.
• Ensure accuracy and completeness of all captured data and documentation.
• Support team collaboration and maintain effective communication across departments.

Minimum Requirements

• Must have own reliable transport.
• Computer literate with strong MS Excel skills.
• Basic accounting knowledge.

Skills & Competencies

• Strong attention to detail with a high level of accuracy.
• Ability to identify errors and take corrective action.
• Excellent organisational and administrative skills.
• Strong time management and planning abilities.
• Ability to work under pressure while remaining calm and composed.
• Professional communication and interpersonal skills.
• Customer service orientated with a proactive mindset.
• Strong problem-solving ability.
• Deadline-driven and goal-oriented.
• Discreet and able to handle confidential information.
• Willingness to work overtime when required.
• Team player with a collaborative approach.