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Johannesburg: Portfolio/Relationship Assistant

Date 2025-01-30
Job Title Portfolio/Relationship Assistant
Employer
More Information
Salary R18 000.00 Monthly
Category Accounting Finance
Location Gauteng
/ Johannesburg

Job Summary

Job Description: Are you a bubbly, detail-oriented, and happy-go-lucky individual looking for a new and exciting opportunity? Look no further Our client is hiring a Relationship Assistant for Property Management As a Portfolio/Relationship Assistant, your role is crucial to ensure client satisfaction is always upheld. You`ll be supporting the relationship manager with managing their portfolio as per the Service Level Agreement (SLA) with our valued clients. Here`s a glimpse of what your day-to-day will look like: Correspond: Liaise with various stakeholders involved in building maintenance, including contractors, and ensure payment approvals are processed swiftly and accurately. Capture Payments: Process all relevant payments and reimbursements approved by the relationship manager, ensuring each transaction is recorded correctly. Create Journals: Follow the relationship manager`s instructions to create journals for reimbursements to owners, ensuring accurate allocations in trust accounts. Compile Monthly Reports: Gather monthly reports and invoices, saving them to the company`s database for easy access. Upload Website Documents: Keep complex websites updated with the latest documentation and information, essential for audits. Building Maintenance: Collaborate with contractors, owner-care consultants, relationship managers, and trustees to ensure building maintenance aligns with the SLA. Insurance Claims: Work closely with brokers for common property insurance claims, complete claim forms, obtain invoices and reports for incidents, and ensure payments are correctly allocated once insurance payouts are received. Qualifications: Grade 12 High School Diploma or GED Relevant sectional title certificate (CPMD or Paddocks etc.) Home-Owners Association certificate will be advantageous A degree/Diploma is beneficial. Experience: At least 2 years experience in sectional titles environment and Home-Owners Associations. At least 2 years of administration Proficient in Excel, Word, and Outlook If you`re ready to be part of a dynamic team, immerse yourself in a positive work environment, and contribute to the satisfaction of our clients, we`d love to hear from you Apply now to join our client and embark on an exciting journey in Property Management Should you not receive a response from us within 2 weeks, please consider your application unsuccessful.

Portfolio/Relationship Assistant position available in Gauteng, Johannesburg. This job position was posted by . The job has been posted on 2025-01-30 in the Accounting Finance category

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Johannesburg: Portfolio/Relationship Assistant

Job Description: Are you a bubbly, detail-oriented, and happy-go-lucky individual looking for a new and exciting opportunity? Look no further Our client is hiring a Relationship Assistant for Property Management As a Portfolio/Relationship Assistant, your


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Portfolio/Relationship Assistant

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