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

• Must have experience in Community Scheme Management
• Must have own transport

Junior Portfolio Manager / Property position available in Eastern Cape, Port Elizabeth. This job position was posted by Red Rock Recruitment. The job has been posted as a char8000 ad on 2025-02-03 at 01:01:32 in the Manufacturing category