| Date | 2024-09-15 |
|---|---|
| Job Title | Portfolio Manager (Sectional Title Exp) |
| Employer | Top Vitae More Information |
| Salary | 0 |
| Category | Sales Marketing |
| Location |
Eastern Cape / Port Elizabeth |
Job Summary
Portfolio Manager
Duties:
- Arrange opening of Investment and current bank accounts for Schemes
- Transfer of funds between Trust and Investment accounts
- Arrange regular insurance valuations of schemes
- Ensuring insurance premiums are paid to date and insurance claims management
- Ensuring timeous payments of service providers / contractors / municipal accounts for schemes
- Advising of Sectional Title and HOA matters, supporting and guiding the Trustees
- Regular complex inspections
- Assisting Trustees with maintenance related matters e.g. obtaining of quotations / reports
- Managing annual fire equipment services and ensure required compliance certificates in place
- Review and awareness of sale of units and transfers within the portfolio
- Ensuring levies are charged in line with the approved budgets
- Ensure schemes spend in line with their approved budgets
- Review monthly debtors to ensure cash flow and liaise with debt collector regarding actions to be taken, where need be
- Ensure resolutions are signed
- Ensuring employees sign contracts of employment and provide relevant payroll supporting documents
- Management of staff loans, leave and authorization of wages / salary reports, with the assistance of the Administrator
- Making documents available to relevant parties (estate agents, lawyers, owners, banks)
- Archive and filing management, email and document management
- Attending and minuting General Meetings and Trustee Meetings
- Drafting notices, circulars and letters
- Budget preparations (ensure approved budgets are loaded timeously) and attend to levy increase letters to owners & new budget resolution to be signed by Trustees
- Review monthly community reports and distribution to Trustees
- Review of draft financial statements
- Management of complex loans and recovery of same via special levies
- Ensuring complexes are registered for Tax in line with SARS requirements and annual submissions are done timeously
- Facilitating collection procedures and reporting to Trustees, debtors and cash management
- Drafting, with the assistance of the Bookkeeper, annual scheme budgets for the Trustees consideration
- Availability over WhatsApp
- Assistance in preparing and updating the 10-year maintenance plan
- Assistance with rule creation and registration at CSOS
- Attend to the take-on of new schemes and related functions
- Represent the Trustees at CSOS disputes, where requested
Additional duties:
- Opening of bank accounts (current & investment) for new schemes taken on
- Opening of Netcash account for new schemes taken on
- Loading of debit order batch for monthly levy payments by clients
- Daily authorizing of payments
- Loading of monthly CSM staff salaries & distribution of staff pay slips
- Attending to loading & authorizing of CSM & CS department invoices
- Drafting of management agreement for new clients and renewals
- Doing proposals for potential new clients / meet with potential new clients
- Marketing to bring on new schemes
Please consider your application unsuccessful if you have not received a response within two weeks of applying
Portfolio Manager (Sectional Title Exp) position available in Eastern Cape, Port Elizabeth. This job position was posted by Top Vitae. The job has been posted as a premium ad on 2024-09-15 at 13:02:18 in the Sales Marketing category
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