Portfolio Officer

Abantu Staffing Solutions
East London
ZAR 300 000 - 400 000
Job description

Overview:

Are you a skilled Portfolio Officer with a passion for property management? Our client, a leading company in the property sector, is looking for a dynamic and experienced individual to join their team.

Educational Requirements:

  • Diploma or Degree in Management
  • Paddocks UCT Sectional Title / HOA Management Course qualification
  • Registered with the EAAB holding a valid FFC advantageous

Work Experience:

  • Three years’ experience in managing Sectional Title Schemes / HOA’s as well as complex management
  • Experience in overseeing and management of staff

Key Performance Areas:

1) Operational Requirements:

New Business

  • Prepare marketing plans and ensure implementation
  • Prepare, submit and pursue management proposals to ensure growth targets are met
  • Ensure the successful take-on of new properties under management

Relationship and Property Management

  • Ensure the efficient and effective administration and management of owner and Trustees relationships.
  • Ensure all records are kept up to date including owners’ details, Management Agreements, minute books, fire certificate renewals, insurance policies etc.
  • Attend all relevant HOA and BC Meetings and execute instructions timeously from said meetings.
  • Assist with owner queries providing an efficient service
  • Prepare annual budgets for all HOA and BC
  • Provide documents required for the preparation of the Annual Financial Statements for all HOA and BC
  • Ensure adequate property insurance in place and oversee the submission and management of insurance claims
  • Prepare levy clearance certificates and sign off on change of ownerships on WCU
  • Sign-off of invoices to submit to finance
  • Review monthly results and ensure regular and accurate reporting to all relevant stakeholders / Trustees.
  • Prepare and distribute a monthly report to Trustees.
  • Prepare and sign-off of pre-billing checks
  • Distribute monthly management accounts to all BC and HOA within deadline date
  • Ensure the effective management of properties in line with relevant legislation
  • Oversee and ensure entities are registered with CSOS and payments made.
  • Ensure any changes to legislation are rolled out and staff are aware of changes
  • Ensure OHPM is compliant with relevant legislation and ensure EAAB annual renewals are attended to.
  • Oversee the management and enforcement of house and conduct rules and issuing of fines/penalties
  • Effective property management of complexes ensuring complex wellness.
  • Regular site visits and management of SLA’s
  • Oversee the appointment and performance of service providers.
  • Ensure expenditure in line with budget
  • Oversee the management of ad-hoc service providers.
  • Oversee that maintenance issues are recorded, and works-orders opened
  • Ensure expenditure of work orders issued are in line with budgets.
  • Oversee complex upkeep
  • Cyclic complex visits and report on “wellness.”

Report Writing

  • Review monthly business unit results and ensure regular and accurate reporting.
  • Revenue variance report compiled on a monthly basis.
  • Collate feedback from staff and formulate a monthly progress report, including statistics over a period of time.

Financial & Risk Management

  • Oversee municipal related processes, comparing charges to the budget
  • Prepare budgets and authorize expenditure for the department
  • Analyse and formulate responses to all risks associated with the region

Staff Management

  • Oversee and manage staff and resource functions with regards to daily activities and requirements
  • Manage staff’s work allocation, performance and development in line with company policies and procedures.
  • Ensure that the Portfolio Administrator & Facilities Coordinator conducts an analysis of processes carried out and feedback received on a monthly basis.
  • Perform all duties, within your vocational abilities, as requested
  • Carry out any other ad hoc duties as and when required by management.
  • Liaise with different personnel, as is required, to prevent delays and on-time delivery

Community Development

  • Manage Corporate Social Investment activities in line with OHHA’s mainstreaming plans
  • Engage with current volunteers involved in the CSI programs and attract new volunteers

2) Financial

  • Ensure effective cost saving and waste elimination
  • Assist with setting Annual Budgets and Quarterly Forecasts for the company
  • Meet output requirements, while containing expenditure
  • Ensure control and approval of expenses in accordance with the company approvals framework

3) Human Resources

  • Familiarise yourself with and, at all times, act in accordance with the company’s policies and procedures
  • Promote diversity, equal opportunity and fair treatment in the workplace
  • Ensure consistent adherence to & application of the company’s disciplinary code, grievance procedures and relevant legislation
  • Execute company EE plan, procedures and targets
  • Formulate and execute a Workplace Skills Plan in conjunction with the HR Department
  • Manage staff performance through the Company Performance Management program

4) Quality Compliance

  • Comply with Quality requirements as outlined by the company Procedures and Written Instructions in all tasks and activities
  • Ensure that the required procedures and Quality standards are adhered to
  • Ensure high quality standards of work are adhered to at all times
  • Complete all documentation timeously and accurately

5) Safety, Health & Environmental

  • Carry out any duty or requirement imposed on the company by the OHS Act
  • Ensure that the requirements of the OHS Act are complied with by every person under your supervision
  • Ensure that reasonably practicable steps are taken to identify, manage or eliminate any hazards or potential hazards to the safety or health of employees
  • Report any unsafe or unhealthy situations to the Managing Director
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