Portfolio Manager

SUMMARY:
Our client in the property industry is seeking a Portfolio Manager to join their team based in Port Elizabeth.
 
An awesome career opportunity awaits!

POSITION INFO:
Requirements:

• A tertiary qualification (highly beneficial).
• While preference will be given to individuals with applicable qualifications, suitable applicants prepared to undergo comprehensive training will be considered.
• Own transport required.
• Able to attend meetings after hours.
• Excellent administrative skills, with good financial acumen.
• Good IT skills.
• Able to read legislation and interpret this.
• People orientated.
• Fast learner.
• Mature, clear thinking, calm and professional at all times.
• Able to use initiative.
• Able to work under pressure.

• Attend governing body meetings.
• Take cognisance of different management agreements / packages and charge for services where required.
• Where required, arrange, and attend additional meetings.
• Prepare all documentation timeously, using the applicable software, in respect of notices of all meetings. Ensure that all matters relevant to each scheme are addressed with the governing body in writing.
• Arrange the venues for the various meetings.
• Record all meetings timeously on company software systems.
• At meetings, ensure that quorum requirements are met before meetings proceed. Where necessary, advise regarding Act’s requirements for reconvening meetings.
• Prepare and distribute meeting minutes.
• Assist with managing the agenda for the meeting.
• Become acquainted with the relevant common law rules regulating meetings.
• Attend immediately to any matters from the minutes requiring attention.
• Immediately paste minutes and any relevant documentation into minute book.
• Where required to do so, obtain quotations on behalf of clients, and liaise with contractors.
• Attend to telephonic enquiries relating to community schemes and individual concerns within a scheme.
• Ensure the correct scheme information is published to the various internal and external media platforms.
• Advise owners in terms of the relevant acts, Homeowners’ Association constitutions and community scheme rules. Respond in writing to enquiries.
• Keep up to date with any amendments to the various acts / rules, and advise on relevant sections of the act, regulations, or rules relative to an enquiry – providing details thereof if necessary.
• Liaise with professionals regarding schemes within designated portfolio.
• Resolve problems where possible within a scheme.
• Attend to correspondence from various community schemes, refer correspondence received to the governing body and advise, where required, on action necessary.
• Advise governing body of steps to be taken in terms of the relevant act / constitution / rules in order to ensure that actions taken are legally enforceable and keep all scheme records up to date in this regard.
• Submission of all the financial documentation to the governing body for approval.
• Ensure proposed budgets are tabled timeously with governing body and that these are circulated to owners in time to implement changes.
• Ensure that the relevant person in the administration division is informed immediately when a governing body resolution relative to levies is taken to avoid any incorrect transfer figures being given or to allow figures already given to be amended where necessary.
• Scrutinise all accounts received from service providers and ensure these are correct before forwarding to the governing body for written authorisation.
• Once approved, follow normal company procedure for control and payment of creditors.
• For Municipal accounts, ensure data is entered correctly onto control schedules to check any variations on accounts and, where necessary, liaise with the relevant Municipality to settle disputes in respect of accounts and other municipal related enquiries.
• Scrutinise and approve monthly management reports for each scheme in your portfolio and ensure that these are sent to the governing body along with all other monthly schedules/reports where relevant.
• Ensure that after the year-end, the financial administrator sends the audit files to the auditors timeously, to give time for financials to be returned and sent out with notices.
• Scrutinise audited financial statements for schemes in portfolio and liaise with financial administrator and auditors on any queries.
• Prepare various resolutions in terms of the relevant act and ensure that these are correctly finalised and filed with the relevant body.
• Liaise with surveyor / surveyor general to ensure correct records are on file with regard to the specific scheme’s plans.
• Inform management of new schemes and promote and encourage business growth.
• Where so required, obtain quotations for insurance cover for schemes and assist on the submission of insurance claims to the relevant broker and settlement of such claims.
• Keep a detailed record of every scheme resolution passed and current contract in place, fully updated and pasted into the minute book, and recorded in the general meeting minutes.
• Participate in problem solving and mediation meetings.
• Update all records and circulate the new owners’ package immediately, no later than 2 working days from receipt of the documentation.
• Ensure that all records are constantly kept up to date.

NB! This job is now closed. You can apply for other jobs by uploading your CV.