Portfolio Officer

 

Recruiter:

Staff Solutions Recruitment

Job Ref:

E.L000853/BG

Date posted:

Monday, October 24, 2022

Location:

East london, South Africa

Salary:

Negotiable


SUMMARY:
Opportunity Available!! Our client in the Property Sector is looking to employ a Portfolio Officer to join their team in East London.

JOB DESCRIPTION:

Job Description: 

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.
  • Arrange, attend, minute all relevant HOA and BC Meetings and execute instructions and distribute minutes timeously from said meetings.
  • Attend to any action items coming out of complex meetings.
  • Assist with the signing of debit order forms and levy recoveries
  • Attend to owner queries providing an efficient service


Ensure the efficient and effective administration
and management of related processes:

  • Prepare annual budgets for all HOA and BC
  • Assist with 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
  • Oversee the preparation of levy clearance certificates and sign off on change of ownerships on MDA
  • Sign-off of invoices for processing and payment
  • Prepare for and run billing raising utility charges where required
  • Oversee the management of utility accounts and any related tasks for complexes under management
  • Undertake credit control within complexes under management and manage the handover process. Annual budgets compiled timeously, and approval process carried out
  • Preparing relevant documents for AFS
  • Adequate insurance cover in place.
  • Insurance claims submitted.\
  • Levy clearance certificates issued.
  • Invoices signed off for processing and payment
  • Monthly billing run and statements sent to owners.
  • Utility accounts managed effectively.
  • Effective credit control.

Review monthly results and ensure regular and
accurate reporting to all relevant stakeholders / Trustees.
  • Prepare and distribute a monthly report to Trustees.
  • Distribute monthly management accounts to all BC and HOA within deadline date

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.”

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
  • 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

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

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

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

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

 

NB! This job is now closed. You can apply for other jobs by uploading your CV.


 

 

 

Similar jobs you might be interested in:

Designated Firearm Officer
Location: East London
Salary:
A Vacancy exists for a Designated Firearm officer in the Guarding Division based in Port Elizabeth  The suitable candidate’s main responsibilities and duties include, but are not limited to, the following:   
4 days ago


Create a free job alert for Portfolio Officer in East london

Enter your email address below and we will email you similar jobs when they become available:

You can cancel at any time. We will not spam you.
By giving us your email address your agree to our Terms and Conditions

 

Jobseekers

Register your CV Search jobs CV writing

Recruiter

Advertise jobs Search the CV database

General

Disclaimer Terms and conditions Privacy policy Cookie policy POPIA manual Unsubscribe

© Copyright 2026 Job Placements. All Rights Reserved.