Are you looking for a challenging and exciting job that will test your administrative and client relationship management skills? Look no further! We have a fantastic opportunity for you to become a Portfolio Specialist. In this role, you will be responsible for overseeing the smooth running of a property portfolio and ensuring the satisfaction of the clients you work with. You will attend trustee and director meetings, chair and minute as appropriate, and take action resulting from these meetings with the assistance of the financial controller and administrative team. You will be accountable for the budgeting and financials of all buildings in your portfolio, as well as managing payment of creditors and financial reporting. If you're up for the challenge and want to take your career to the next level, apply for this role today!
Location: The Campus Bryanston (Hybrid)
Salary: Fixed basic component (to be negotiated) plus commission structure.
Bonus: Performance based
Job Type: Permanent
Sectors: Accounting, Admin, Finance
Benefits: Pension
RESPONSIBILITIES
SCHEME MEETINGS
Scheme Executive meeting attendance in person or remotely as required by individual buildings
Chairing and/or taking minutes of Scheme Executive meetings as required by individual buildings
Actioning items resulting from the Scheme Executive meeting
Determine date, time and venue for AGM/SGM according to legislation and Scheme Executive availability
Oversee the scheduling of AGM/SGM for the Scheme in the property cell within legislative framework
Preparing for AGM/SGM: budget, special project quotes, quorum info, insurance schedule etc
Attending AGM/SGM remotely or in person for all Schemes in the property cell
Chairing and/or taking minutes of AGM/SGM as appropriate, and in accordance with relevant legislation
Actioning items resulting from AGM/SGM
Complete post-AGM checklist
Updating changes to information resulting from AGM/SGM e.g. levy increase, special levy
MONTHLY LEVY RUN
Providing info to Financial Controller for monthly levy statement run
Oversee monthly statement run
Approving snapshot and levy roll before live run
Ensuring statement run occurred for each Scheme in the portfolio
MONTHLY REPORT
Providing info to Financial Controller for monthly financial reports
Oversee monthly reporting process
Approving monthly reports before sending them to Scheme Executives
Ensuring monthly reports are generated for each Scheme in the portfolio
Reports to be checked and distributed by priority list
LIAISON
Building and maintaining relationships with Scheme Executives
Building and maintaining contractor relationships
Building and maintaining relationships with relevant councils and utility management companies
Communicating with owners directly and via Owners' Letters
Constant feedback and communication with financial controllers, support teams and caretakers/estate managers
SCHEME PAYROLL INFO
Submitting Scheme payroll input to Payroll Department by 15th monthly
Approving Remuneration List prior to pay run on 20th monthly
Oversee distribution of manual pay slips monthly
Assisting Payroll Department in obtaining statutory information for BC/HOA from Scheme Executives
COLLECTIONS
Handing over defaulting owners to DMS/external attorneys as per building mandate
Managing accounts under transfer, arrangement or legal in collaboration with DMS where appropriate
UTILITIES
Liaising with councils regarding billing statements, queries, payments etc
Advising Scheme Executives on external utility specialists where appropriate
BUILDING CONTRACTORS AND MAINTENANCE
Taking instruction from Scheme Executives and responding with appropriate action in cooperation with Administrative Team
Escalating individual owner issues to Scheme Executives in an appropriate and timely manner
Following up on outstanding maintenance matters in cooperation with Administrative Team
Payment of creditors within given parameters
Loading of new creditors on the system
CLEARANCE FIGURES
Confirming levy information for Clearance Figures
INSURANCE
Updating Insurance Schedules for Schemes in the portfolio
Updating and renewal of insurance policies for Schemes in the portfolio
MINIMUM QUALIFICATION
The applicant must have completed a minimum of Grade 12/Standard 10 (Matric) and have an excellent command of English as a written and spoken language.
Paddock's Sectional Title and Home Owners Association Certificate Courses recommended.
A relevant Financial Qualification will be advantageous.
Previous bookkeeping/accounting experience, specifically in the property industry, will be advantageous.
Knowledge of bookkeeping/accounting practices and generally accepted accounting principles are recommended. Knowledge of the Sectional Titles Act is advised.
KNOWLEDGE, SKILLS AND ABILITIES
The applicant must have proficient knowledge in the following areas:
Ability to establish and maintain effective working relationships with role players
Knowledge of financial administration
Ability to maintain a high level of accuracy
Ability to meet deadlines and grasp the urgency of departmental activities
The applicant must demonstrate the following skills:
Excellent interpersonal skills
Effective verbal and listening communication skills
Attention to detail and high level of accuracy
Numeracy and data entry skills
Ability to do complex calculations
Effective organizational skills
Effective written communication skills
Computer literacy in MS Office
Time and work management
Stress management
Ability to transfer skills
Ability to delegate effectively
Ability to multi-task without losing focus
The applicant must demonstrate the following personal attributes:
Patience
Be honest and trustworthy
Demonstrate sound work ethics
Be flexible
Be deadline driven
Be a completer/finisher
Be able to work independently
Have strict planning, organization and execution skills
Ability to deal effectively with change
Problem analysis and solving
WORKING CONDITIONS
The applicant will be based in an open-plan office or working remotely as per company specifications and schedules and will be faced with constant interruptions from different role players. There are a number of deadlines and expected turn-around times within this position, which may cause the applicant stress. The applicant is further required to work accurately with a minimum tolerance for data entry errors. The applicant will be required to deal with a wide variety of personalities on various matters. The applicant will be required to train new appointees on processes and the system and to oversee colleagues in the completion of assigned tasks.
The above statements are intended to describe the general nature and level of work being performed by the applicant for this position. They are not intended to be an exhaustive list of all duties and responsibilities required of the position.
Apply Here: https://www.angor.co.za/careers-online-job-application-form/
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