| Date | 2025-01-14 |
|---|---|
| Job Title | Community Schemes Portfolio Manager |
| Employer | More Information |
| Salary | 13000 Monthly |
| Category | Accounting Finance |
| Location |
Nelson Mandela Bay / Port Elizabeth |
Job Summary
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 maintenance Drafting of letters Ensuring Trustees and Body Corporate are compliant Ensure that monthly financial reports are received and checked within ten (10) working days for posting/e-mailing to clients Review 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 training Attend to any matters necessary in the minutes requested by the meetings. Promote ongoing good relationships with both clients and members of staff Update portal where relevant Work 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 email The candidate must also be aware of: Client Retention Portfolio growth
Requirements:
Must have experience in Community Scheme Management Must have own transport
Community Schemes Portfolio Manager position available in Nelson Mandela Bay, Port Elizabeth. This job position was posted by . The job has been posted on 2025-01-14 in the Accounting Finance category
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