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  • Posted: Oct 9, 2024
    Deadline: Not specified
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    Trafalgar Property and Financial Services is a specialist property management and (property) financial services company with a fifty year track record. Fully registered with the Estate Agency Affairs Board (EAAB), Financial Services Board (FSB), National Credit Regulator (NCR) and Council for Debt Collectors, Trafalgar currently manages in excess of 80,00...
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    Learnership Programme 2025

    Requirements:

    • Aged between 18 and 35 years
    • Unemployed
    • South African citizen

    Programme Details:

    • 12-month fixed-term contract
    • Stipend provided

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    Sales Agent - Durban

    Key Responsibilities:

    • Conducting comparative market analysis to determine the value of properties.
    • Assisting sellers and buyers in marketing and purchasing property at the right price and under favorable terms.
    • Assessing clients' needs and financial capabilities to propose suitable solutions
    • Facilitating negotiation processes, offering consultation on market conditions, prices, mortgages, legal requirements, and related matters, while ensuring fairness and integrity
    • Presenting and promoting properties to potential buyers
    • Preparing and completing necessary documentation
    • Maintaining and updating listings of available properties
    • Collaborating with appraisers, escrow companies, lenders, and home inspectors
    • Driving sales through advertisements, open houses, and listing services
    • Staying knowledgeable about real estate markets and industry best practices
    • Scheduling and coordinating property viewings for prospective buyers
    • Providing regular updates to sellers regarding inquiries and viewings
    • Promptly responding to and following up on email and telephone inquiries
    • Generating new business opportunities

    Requirements:

    • Matriculation
    • Previous experience as a Real Estate Agent is advantageous
    • Possession of a valid driver's license and a reliable vehicle
    • Ability to work independently, coupled with exceptional interpersonal skills
    • Strong sales, negotiation, and communication abilities.

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    Community Scheme Administrator - Table View

    Duties and Responsibilities

    • Assisting the Community Scheme Manager
    • Typing of correspondence and minutes,
    • Typing of correspondence to trustees and owners
    • Liaising with Chairman and Trustees in the absence of the CSM
    • Assisting with preparation of monthly packs for the chairman of the Body Corporate
    • Ensuring all information is kept up to date on inhouse systems
    • Logging insurance claims
    • Assisting with maintenance issues
    • Management of emails (continuous correspondence with clients within 24h turnaround time)
    • Ensuring invoices are authorised and paid timeously
    • Drafting Annual General Meeting notice and meeting prep
    • Assist with completing AGM workflows after AGMs
    • Submit CSOS Annual Returns after AGMs
    • Other administrative duties.

    Required Skills

    • Computer literate
    • Willing to work under pressure
    • Fully Bilingual (Afrikaans and English)
    • Added advantage in previous Sectional Title experience

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    Bookkeeping Manager

    Responsibilities include:

    • Analysis of General Ledger accounts to ensure accuracy, completeness and validity of information. Qdocs to be used as a cross reference.
    • Capturing of journal entries to correct misallocations and to update external and investment account balances.
    • Analysis of General Ledger accounts to ensure accuracy, completeness and validity of information. Qdocs to be used as a cross reference.
    • Capturing of journal entries to correct misallocations and to update external and investment account balances.
    • Capturing of interest and bank charges for the reserve fund bank accounts
    • Ensuring the reserve fund equity accounts are in balance with the reserve fund bank account.
    • Noting any variances between the reserve fund equity and the reserve fund bank accounts and informing the PM of same.
    • Noting any variances or concerns on the Chairman Pack report and escalating same to the designated Portfolio Manager.
    • Advising the Portfolio Manager of new or existing insolvent schemes.
    • Monthly updating of municipal reconciliations.
    • Monthly escalation of insurance claim, petty cash and legal fee enquiries to the Portfolio Manager.
    • Monthly recording of PTB distribution date on building control schedule.
    • Accounts are accurate and quality of information is high.
    • Chairman’s packs are sent out every month within the relevant timeframe.

    Budget Preparation and Loading

    • Prepare the annual budget.
    • Prepare the reserve fund budget ensuring that the building is compliant with the minimum reserve fund requirements in terms of Regulation 2.

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    Bookkeeper

    Duties & Responsibilities

    Monthly PTB Review

    • Analysis of General Ledger accounts to ensure information accuracy, completeness and validity. Qdocs to be used as a cross-reference.
    • Capturing journal entries to correct misallocations and to update external and investment account balances.
    • Noting any variances or concerns on the Chairman Pack report and escalating same to the designated Portfolio Manager.
    • Advising the Portfolio Manager of new or existing insolvent schemes.
    • Monthly updating of municipal reconciliations.
    • Monthly escalation of insurance claims, petty cash and legal fee enquiries to the Portfolio Manager.
    • Monthly recording of PTB distribution date on building control schedule.

    Budget Preparation and Loading

    • Prepare the annual budget using the Trafalgar template and Budget Questionnaire.
    • Unibase multi-month columnar report and Qdocs invoice report to cross-reference financial information.
    • Trustee-approved or AGM-approved budget to be loaded on Unibase timeously once received from the Portfolio Manager.

    Taxation

    • Prepare and submit the annual income tax return with reference to the audited financial statements.
    • Prepare and submit the monthly or bi-monthly VAT return with reference to the Unibase VAT report and exception reports.
    • Quarterly request a SARS statement of account and ensure no outstanding returns, payments or refunds.

    Annual Audit File Preparation

    • General ledger to be thoroughly scrutinised for financial information accuracy, completeness and validity. All outstanding debtors/creditors are to be raised and Balance Sheet items are to be confirmed and agreed to third-party information before the audit report is prepared.
    • Qdocs audit report and any required attachments to be copied to CD and circulated to the auditor promptly.

    Review of Audited Financial Statements, Resolution of Audit Queries, Distribution of AFS and Capturing of Audit Adjustments on Unibase.

    • Timeous and precise resolution of audit queries with the assistance of the Portfolio Manager and Trustees when requested.
    • Draft AFS to be scrutinised and all audit journals related to the Balance Sheet to be investigated, understood and questioned if necessary
    • AFS to be distributed to the Portfolio Manager once all queries are resolved.
    • Adjusting audit journals to be passed and agreed on Unibase once the AFS is approved.

    General

    • Daily review of email/correspondence queries and attendance and resolution of same within a turnaround of 24 hours as far as possible.
    • Daily updating of building control schedules to accurately record the financial status of the building.

    Desired Experience & Qualification

    • Tertiary qualification graduate (ideally finance or accounting )Property experience would be an added advantage.
    • At least two year's experience in a bookkeeping/accounting environment
    • Audit background (advantage)
    • Computer knowledge – Microsoft Office
    • Understanding ST Act and Companies Act
    • Understanding of the Income Tax Act and VAT Act
    • Basic Accounting principles
    • Ability to read and understand Sectional plans

    Method of Application

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