Residential Portfolio Assistant at Macdonald & Company

The role:

•  Always ensuring client satisfaction whilst working alongside the Relationship manager with the management of their portfolio as per the SLA with the client.
• You will be responsible for liaising with various stakeholders involved with building maintenance and contractors, as well as requesting payment approvals and processing all relevant payments and reimbursements that have been approved by the Relationship Manager, scheme executives and monthly recurring invoices where necessary.
• You will need to create journals as instructed by the Relationship Manager to process reimbursements to owners and ensure that all allocations in journals are correct and accurate in relation to the trust accounts. On top of this you will be compiling monthly reports and invoices.
• Additionally, you must ensure that websites of all complexes are updated monthly. Relevant documentation required for audits must be uploaded to the KSI/Auditors website as well. In terms of insurance, you will need to liaise with insurance brokers for common property insurance claims, complete claim forms, obtain invoices for reports for incidents and ensure that payments are allocated timely and accurately to the correct ledgers.

The Ideal Candidate:

• To be considered you will need to have a sectional title certificate (CPMD or Paddocks).
• Having a degree and homeowners association certificate is advantageous.
• Also, at least 2 years’ experience as a relationship assistant within a sectional title environment.
• You would also need to be very proficient in the Microsoft office suite. In summary your knowledge would need to cover; general accounting principles, sectional title legislation, MS Suite and internal software systems like firefly, pastel etc.