Portfolio Specialist at a Managing Agent - Managing Complex Finances, Accounts & Relationships
Date Listed 17/01/2017
Advertised By Private
Job Type Full-Time
- Interested parties are to please send a CV with a covering letter indicating the motivation for meeting the selection criteria.
- South African Citizens Only
- Own transport required for regular travel for after hours meetings.
- Location: Lincoln House, Epsom Downs Office Park, Bryanston
- Salary: R12 000 and commission (portfolio fee)
- Benefits: Pension Fund, Company Paid iPhone, Company Laptop.
- Must have excellent time management skills.
- Must be patient and able to handle stress.
If we have not contacted you in 2 weeks, please consider your application unsuccessful.
The Portfolio Specialist builds relationships with complexes by ensuring that all meetings are conducted, minuted and actioned appropriately and in accordance with relevant legislation, that monthly financial information is distributed to clients accurately and timeously, payments of building creditors are made correctly and timeously within given parameters and monthly packs are complied and distributed correctly and timeously in order of priority to clients. The Portfolio Specialist oversees the Financial Controller processes within his/ her cell, and provides information for FC processing. The Portfolio Specialist will work closely with the PSA and oversee all building maintenance matters in cooperation with the PSA.
The Portfolio Specialist reports to the General Manager Property Management Division, and is responsible for overseeing the smooth running of his/ her property portfolio within the property cell, in cooperation with Financial Controller and PS Assistant. The Portfolio Specialist will attend Trustee/ Director meetings, as well as AGM’s and SGM’s, chair and minute as appropriate, and take action resulting from these with the assistance of the cell FC and/ or PSA. The Portfolio Specialist is accountable for the budgeting and resultant financials of all buildings in his/ her portfolio, including payment of building creditors, monthly billing and financial reporting, and any queries arising. The Portfolio Specialist is accountable for all building maintenance as instructed and approved by Trustees/ Directors, and any queries arising.
Responsibilities include attending meetings at the complexes, monthly levy run, monthly reporting, assisting with payroll of complex staff, assisting Trustees/Directors in maintenance projects, loading new complexes onto the system, Annual audit and skills transfer.