Red Rock Recruitment | Community Schemes Portfolio Manager

DUTIES OF EMPLOYEE:To effectively manage the client portfolio allocated to you and attend to various queries that may arise from time to time with clients and resolve these to finality. Such as:Arranging maintenanceDrafting of lettersEnsuring Trustees and Body Corporate are compliantEnsure that monthly financial reports are received and checked within ten (10) working days for posting/e-mailing to clientsReview community scheme budgets.Receive audited accounts and verify them. Arrange Annual General Meetings with clients within 4 months of year-end.Attend Scheme Executives meetings if invited, and the Annual General Meeting (mandatory).Travel to meetings if required. You may claim for travel as per AA rates.Take and prepare (dictate) minutes of meetings for Secretaries and ensure distribution to all Scheme Executives within 10 working days, after checking the accuracy of the minutes.Ensure familiarization with current Sectional Title legislation, to enable you to offer the Scheme Executives accurate advice during meetings or on telephonic queries and emails.On-going trainingAttend to any matters necessary in the minutes requested by the meetings.Promote ongoing good relationships with both clients and members of staffUpdate portal where relevantWork additional hours if required for work (as part of remuneration).Adhere to Company policies and procedures.Meet a 24-hour turn-around time on all queries, telephonic or emailThe candidate must also be aware of:Client RetentionPortfolio growthRequirements:Must have experience in Community Scheme ManagementMust have own transport