Sectional Title Property Portfolio Assistant at Clear Leaf

Job Description

INSURANCE

• Obtaining quotes for placing insurance

MEETINGS

• Timely sending of notices and minutes of meetings.

• Telephone confirmation of meetings with client at least 2 days prior to meeting.

• Attendance of Trustee, Directors, Budgets and meetings as requested by the Manager when required.

FOLLOW-UP TO MEETINGS

• Request quotations as assigned by Portfolio Manager and follow-up to completion.

• Execution of less important assignments as requested by the Portfolio Manager.

• Check with Portfolio Manager for timely acquisition of final minutes and other documentation resulting from distribution meetings to either the owners or the Trustees.

• Get minutes of notebooks ready for pasting minutes and relevant documents.

• Send out levy letters and schedules.

LOCAL AUTHORITY

• Personal liaison with City Council for installment arrangements or sorting of City Council accounts as assigned from time to time by the Portfolio Manager. (Only in cases where the Portfolio Manager is not available and / or an alternative arrangement has been made with the Manager).

AUDIT

• Request quotations from various Auditors as requested by the Portfolio Manager from time to time.

FINANCIAL STATEMENTS, RULES OF CONDUCT, ETC.

• Sending financial statements, rules of conduct, etc. to attorneys and other bodies as requested from time to time.

• Become familiar with the duties of the credit controllers as well as the Portfolio Manager for assistance in the absence of such staff.

• Full control of credit controllers' collection of fees before meetings and after meetings - follow-up of assignments.

GENERAL

• Obtaining approval for payments of invoices from Trustees and keeping a payment register.

• Send proof of payment.

• Typing and sending correspondence.

• Updating building information.

• Collecting quotes.

• Place of orders.

• Type and review petty cash claims.

• Compile levy reports for Portfolio Manager.

• Sending documents by e-mail, mail as required by the Portfolio Manager.

• Journals must be sent to management on a regular basis.

• Cost recovery list needs to be updated daily, it is sent to management on the last day of the month for processing.

• Sending of month end letters.

• Any further assignments as requested by Head Portfolio Manager.

Qualifications

• Matric

• 2-3 years admin experience in Sectional Titles

• Driver’s License and own transport required

• Must know Pastel or VIP Payroll

Additional Information

Salary: R9 000 - R15 000 per month based on experience

If you struggle to upload your cv please visit our website at www.clearleaf.co.za. Click on Jobs Available, the position you are interested in and click on I'm Interested and upload your cv to apply for the position. 

Alternatively email your cv to the email address on our website.