South Africa: Portfolio Assistant posted by Greys Recruitment

About the Role

The Portfolio Assistant serves as the central administrative support within a designated portfolio, ensuring the smooth coordination of daily operations. The role focuses on providing critical support to both the Consumer Movement and Credit Control functions, ensuring accurate data handling, effective communication, and seamless administrative processes.

Key Responsibilities

• Manage daily administrative functions for Consumer Movement and Credit Control, including email triage, filing, reporting, data capturing, and document management.
• Provide support to both departments and step in when required to ensure continuity of operations.
• Assist with general portfolio duties as directed by the Portfolio or Operations Manager.

Consumer Movement Support

• Take ownership of the Consumer Movement function when required, in line with department processes.
• Open and close tenant accounts accurately and timeously.
• Liaise with internal departments and customers regarding tenant movement processes.
• Communicate with customers and team members regarding outstanding information or documentation.
• Maintain and update all tenant-related documentation and records.

Credit Control Support

• Take over Credit Control responsibilities when required.
• Assist with aging reports, allocation management, and debt calculations.
• Follow up with customers on outstanding accounts and queries.

General Duties

• Perform general office and administrative tasks.
• Ensure accuracy and completeness of all captured data and documentation.
• Support team collaboration and maintain effective communication across departments.

Minimum Requirements

• Must have own reliable transport.
• Fully bilingual (Afrikaans and English – written and verbal).
• Computer literate with strong MS Excel skills.
• Basic accounting knowledge.

Skills & Competencies

• Strong attention to detail with a high level of accuracy.
• Ability to identify errors and take corrective action.
• Excellent organisational and administrative skills.
• Strong time management and planning abilities.
• Ability to work under pressure while remaining calm and composed.
• Professional communication and interpersonal skills.
• Customer service orientated with a proactive mindset.
• Strong problem-solving ability.
• Deadline-driven and goal-oriented.
• Discreet and able to handle confidential information.
• Willingness to work overtime when required.
• Team player with a collaborative approach.