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Stellenbosch: Portfolio Manager (Properties)

Stellenbosch: Portfolio Manager (Properties)

Posted on 2025-05-07 00:00:00

Job Summary

General overview of duties, but not limited to: Portfolio Administration: General office Administration. Portfolio Administration: Bodies Corporate, Home Owners Associations, and other community schemes. Diary Management: Scheduling of appointments. Attending Trustee and General Meetings. Taking minutes. Typing of minutes. Submit minutes for review by Manager within 3 working days of meeting. Attending to matters arising from meetings. Assisting owners with queries. Assisting trustees/Excom on matters applicable to scheme. Meetings with Building Managers. Cell-to-gate registrations of owners or there tenants. Keep scheme information in Permanent Folder (on server) in a neat an organised fashion. Communication: Ensure an effective and professional communication strategy with trustees / owners. Communication with all role players where required (legal /financial/Repairs & Maintenance). Typing of all correspondence to owners on trustee instruction. Follow-up on complaints and provide feedback to Trustees where required. Notices of Trustees Meetings and Annual General Meetings and the Minutes thereof. Timely distribution of notices and minutes. Dealing with daily correspondence. E-mail management (respond within 24-hours on emails). Liaising between departments and Trustees. Sending of communication through in-house systems and Portal. Repairs & Maintenance: Feedback to R&M Department after meetings on R&M matters. Instruct R&M Department to Open job cards if necessary. Liaise with R&M Department as necessary to arrange for access to Common Property, units or other. Seek approval in Meetings from trustees/caretaker to pay completed R&M jobs. Attend monthly site inspections with R&M. Attend site meetings with trustees if required. Accounting/ Financial: Communicate with and give instructions to Finance Department after Meetings or as per Trustee instructions. Submitting invoices for payments on Wednesdays. General: All duties within ambit and scope of Marites daily business. Friendly, presentable, honest, hardworking, and people orientated. Professional at all times. Only shortlisted candidates will be contacted

View Job  Stellenbosch: Accountant (Junior) for a renowned Wine Estate in Stellenbosch posted by Sagen Advisory

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