Our client in Port Elizabeth is looking to employ a prominent Community Scheme Portfolio Manager or Portfolio Manager with experience, to start soonest with them. Duties of Employee:
- To effectively manage the client portfolio allocated to you and attend to various queries which
- may arise from time to time with clients and resolve these to finality.
- Arranging maintenance
- Drafting of letters
- Ensuring Trustees and Body Corporate are compliant
- Ensure that monthly financial reports are received and checked within ten (10) working days for posting/e-mailing to clients
- Review community scheme budgets.
- Receive audited accounts and verify them.
- Arrange Annual General Meetings with clients within 4 months of year-end.
- Attend Scheme Executives meetings if invited, and the Annual General Meeting (mandatory).
- Must have a reliable vehicle and driver's license
- Travel to meetings if required. You may claim for travel as per AA rates.
- Take and prepare (dictate) minutes of meetings for Secretaries and ensure distribution to all
- Scheme Executives within 10 working days, after checking the accuracy of the minutes.
- Ensure familiarization with current Sectional Title legislation, to enable you to offer the Scheme Executives accurate advice during meetings or on telephonic queries and emails.
- On-going training
- Attend to any matters necessary in the minutes requested by the meetings.
- Client Retention
- Portfolio growth
- Promote ongoing good relationships with both clients and members of staff.
- Work additional hours if required for work (as part of remuneration).
- Adhere to Company policies and procedures.
- Meet a 24-hour turn-around time on all queries, telephone or email.
- Must be computer literate (MS office)
- Must be able to effectively utilize an online management program
- Must have prior experience as a Community Scheme portfolio manager
