Onboarding Portfolio Manager at IGrow Wealth Investments

• IGrow Wealth Investments Group of Companies, proudly positioned as South Africa’s #1 Investment company, is looking for a highly organised and client-focused Onboarding Portfolio Manager to join our team in Durbanville, Cape Town.
• In this role you will be the key point of contact for investors and tenants transitioning onto the IGrow platform, ensuring a smooth, efficient, and professional onboarding experience from day one.

To qualify for this position you need:
Matric Qualification

• Previous working experience within the property industry.
• Proficiency in data entry and CRM/property management. systems.
• Strong administrative and organisational skills.
• Detail orientated.
• Excellent communication skills. (verbal and written)
• Ability to manage multiple tasks.
• Deadlines driven.
• Customer-focused approach with strong problem-solving abilities.

Duties and responsibilities include, but not limited to:

Onboarding & Client Management

• Oversee and administer the onboarding process for tenants transitioning from other rental agencies to IGrow.
• Manage onboarding for investors who have purchased units in tenanted developments.
• Communicate proactively with clients to keep them fully informed throughout the onboarding process.
• Liaise with all relevant stakeholders on a weekly basis, providing progress updates and resolving concerns.

Administration & Systems

• Receive rental applications, open files, and prepare all required documentation.
• Upload leases and debit order forms to WeconnectU.
• Create property, tenant and invoice records on WeconnectU.
• Maintain accurate and up-to-date records across all relevant systems.
• Ensure all required documentation and information is received in a timely manner and remains current.

Financial & Account Management

• Determine which utility and municipal accounts are being paid on behalf of landlords.
• Redirect accounts to IGrow and ensure correct monthly payments are processed.
• Attend to monthly reconciliation of rental payments across the allocated portfolio.
• Process monthly account payments for landlords and attend to deposit refunds within 14 days.
• Load deposit processing fees on all deposit refunds.

Arrears & Legal

• Follow up on tenants in arrears in line with the strict arrears process; issue letters of demand by the 4th of each month.
• Keep investors updated on any late payments at all times.
• Instruct attorneys to proceed with evictions on behalf of owners where requested.
• Negotiate lease renewals in accordance with the correct financial projection.

Property & Maintenance

• Attend to initial maintenance concerns raised by tenants or investors and escalate to the relevant party.
• Monitor maintenance progress.
• Conduct monthly walk-arounds of managed blocks and report findings to managing agents; follow up on outstanding items.
• Attend AGMs for allocated blocks, in person or via the preferred online platform.
• Send vacating checklists to all tenants who submit notice on the allocated portfolio.
• Compile and distribute monthly lists of vacating tenants to the team.
• Action warning letters received from the Body Corporate, forward to tenants, and track resolution.
• Attend to issues with water and electricity accounts.