Pretoria: Portfolio Manager

Minimum Requirements Experience working with WeConnectU Non-negotiable NQF Level 4 Real Estate qualification would be highly beneficial but not a must Valid Fidelity Fund Certificate (FFC)would be beneficial but not a must Proven experience in sectional title and/or HOA portfolio management Strong knowledge of South African property legislation (STSMA, CSOS, Property Practitioners Act) Proficient in Microsoft Office (Excel, Word, Outlook) Valid drivers license and own reliable transport Key Responsibilities Portfolio & Client Management Manage a portfolio of sectional title schemes, HOAs, or commercial properties Act as the primary liaison between trustees, owners, and service providers Provide professional guidance to trustees on governance, financial, and operational matters Build and maintain strong client relationships, ensuring service excellence Meeting Management (Statutory Requirements) Attend and manage a minimum of six (6) statutory meetings per client per financial year Facilitate meetings including budget meetings, AGMs, and trustee meetings Prepare and distribute full meeting packs (agendas, financial reports, supporting documents) Chair or guide meetings in a professional and compliant manner Record accurate meeting minutes and ensure distribution within required timeframes Ensure implementation and tracking of all resolutions Financial Oversight Review budgets, financial statements, and levy collections Assist trustees with budget preparation and approvals Monitor arrears and cash flow management Ensure correct allocation of income and expenses Liaise with accountants and auditors Compliance & Governance Ensure compliance with applicable legislation, including: Sectional Titles Schemes Management Act (STSMA) CSOS requirements Property Practitioners Act Ensure agendas and minutes are circulated via the property management system Upload meeting minutes within prescribed legal timeframes Maintain and prepare audit files for each scheme Ensure all statutory submissions, insurance, and governance documentation are up to date Maintain accurate and compliant records for all schemes System & Administrative Management Manage and maintain property management systems (e.g. WeConnectU, MRI, PropData) Ensure accurate capturing and updating of owner, trustee, supplier, and financial information Oversee billing, debit orders, and statement distribution Ensure alignment between management systems and banking platforms (e.g. Netcash) Generate reports for trustees and internal stakeholders Identify and resolve system discrepancies Maintenance & Facilities Coordination Oversee maintenance and repair matters Obtain and evaluate quotations Appoint and manage contractors in line with procedures Conduct site inspections where required Ensure properties meet safety and operational compliance standards Legal & Risk Management Assist with dispute resolution within schemes Liaise with attorneys on collections and legal matters Ensure enforcement of scheme rules Identify and mitigate operational and legal risks Communication & Reporting Maintain clear and professional communication with all stakeholders Issue notices, updates, and correspondence Provide regular portfolio performance reports Ensure transparency and accountability at all times Key Skills & Competencies Strong financial acumen and budgeting skills Excellent administrative and system management abilities Strong communication and interpersonal skills High level of attention to detail and organisational skills Ability to manage multiple schemes and deadlines effectively Problem-solving and conflict resolution skills Professionalism and client-focused approach Advantageous Relevant qualification in Property Management, Finance, or Business Experience managing large or complex property portfolios Please note: Only shortlisted candidates will be contacted