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  • Posted: May 18, 2023
    Deadline: Not specified
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    ANGOR, the Residential Property Management Specialists - We Manage, We Rent, We Sell We Manage We are one of the largest Property Managing Agents in the country and are responsible for the finances and management of over 37 000 Sectional Title and Homeowner's Association units in over 430 schemes, worth in excess of R40 Billion. We Rent We rent out around 50...
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    Portfolio Specialist

    RESPONSIBILITIES

    SCHEME MEETINGS

    • Scheme Executive meeting attendance in person or remotely as required by individual buildings
    • Chairing and/or taking minutes of Scheme Executive meetings as required by individual buildings
    • Actioning items resulting from the Scheme Executive meeting
    • Determine date, time and venue for AGM/SGM according to legislation and Scheme Executive availability
    • Oversee the scheduling of AGM/SGM for the Scheme in the property cell within legislative framework
    • Preparing for AGM/ SGM: budget, special project quotes, quorum info, insurance schedule etc
    • Attending AGM/ SGM remotely or in person for all Schemes in the property cell
    • Chairing and/ or taking minutes of AGM/SGM as appropriate, and in accordance with relevant legislation
    • Actioning items resulting from AGM/SGM
    • Complete post-AGM checklist
    • Updating changes to information resulting from AGM/SGM eg levy increase, special levy

    MONTHLY LEVY RUN

    • Providing info to Financial Controller for monthly levy statement run
    • Oversee monthly statement run
    • Approving snapshot and levy roll before live run
    • Ensuring statement run occurred for each Scheme in the portfolio

    MONTHLY REPORT

    • Providing info to Financial Controller for monthly financial reports
    • Oversee monthly reporting process
    • Approving monthly reports before sending them to Scheme Executives
    • Ensuring monthly reports are generated for each Scheme in the portfolio
    • Reports to be checked and distributed by priority list

    LIAISON

    • Building and maintaining relationships with Scheme Executives
    • Building and maintaining contractor relationships
    • Building and maintaining relationships with relevant councils and utility management companies
    • Communicating with owners directly and via Owners’ Letters
    • Constant feedback and communication with financial controllers, support teams and caretakers/estate managers

    SCHEME PAYROLL INFO

    • Submitting Scheme payroll input to Payroll Department by 15th monthly
    • Approving Remuneration List prior to pay run on 20th monthly
    • Oversee distribution of manual pay slips monthly
    • Assisting Payroll Department in obtaining statutory information for BC/HOA from Scheme Executives

    COLLECTIONS

    • Handing over defaulting owners to DMS/external attorneys as per building mandate
    • Managing accounts under transfer, arrangement or legal in collaboration with DMS where appropriate

    UTILITIES

    • Liaising with councils regarding billing statements, queries, payments etc
    • Advising Scheme Executives on external utility specialists where appropriate

    BUILDING CONTRACTORS AND MAINTENANCE

    • Taking instruction from Scheme Executives and responding with appropriate action in cooperation with Administrative Team
    • Escalating individual owner issues to Scheme Executives in an appropriate and timely manner
    • Following up on outstanding maintenance matters in cooperation with Administrative Team
    • Payment of creditors within given parameters
    • Loading of new creditors on the system

    CLEARANCE FIGURES
    Confirming levy information for Clearance Figures

    INSURANCE

    • Updating Insurance Schedules for Schemes in the portfolio
    • Updating and renewal of insurance policies for Schemes in the portfolio

    MINIMUM QUALIFICATION

    • The applicant must have completed a minimum of Grade 12/ Standard 10 (Matric) and have an excellent command of English as a written and spoken language.
    • Paddock’s Sectional Title and Home Owners Association Certificate Courses recommended.
    • A relevant Financial Qualification will be advantageous.
    • Previous bookkeeping/ accounting experience, specifically in the property industry, will be advantageous.
    • Knowledge of bookkeeping/accounting practices and generally accepted accounting principles are recommended. Knowledge of the Sectional Titles Act is advised.

    KNOWLEDGE, SKILLS AND ABILITIES

    • The applicant must have proficient knowledge in the following areas:
    • Ability to establish and maintain effective working relationships with role players
    • Knowledge of financial administration
    • Ability to maintain a high level of accuracy
    • Ability to meet deadlines and grasp the urgency of departmental activities
    • The applicant must demonstrate the following skills:
    • Excellent interpersonal skills
    • Effective verbal and listening communication skills
    • Attention to detail and high level of accuracy
    • Numeracy and data entry skills
    • Ability to do complex calculations
    • Effective organizational skills
    • Effective written communication skills
    • Computer literacy in MS Office
    • Time and work management
    • Stress management
    • Ability to transfer skills
    • Ability to delegate effectively
    • Ability to multi-task without losing focus
    • The applicant must demonstrate the following personal attributes:
    • Patience
    • Be honest and trustworthy
    • Demonstrate sound work ethics
    • Be flexible
    • Be deadline driven
    • Be a completer/ finisher
    • Be able to work independently
    • Have strict planning, organization and execution skills
    • Ability to deal effectively with change
    • Problem analysis and solving

    go to method of application »

    Client Relationship Manager

    RESPONSIBILITIES

    TAKE-ON PROCESSES

    • Attend the first physical meeting with Scheme Executives and assigned Portfolio Specialist after handover from Take-On Department
    • Establish relationships with Scheme Executives and act as an escalation point for teething issues with the new Scheme
    • Communicate/update Internal Relationship & Support Manager as needed during this process
    • Ensure clients, colleagues and external stakeholders receive feedback and information within established timeframes and to established standard

    EXIT PREVENTION

    • Schedule meetings with Scheme Executive where clients indicate a desire to give notice or request a new Portfolio Specialist to be assigned
    • Establish an action list of client requests/demands
    • Allocate the building to ICU and be actively involved in its management to establish solutions
    • Set up meetings as appropriate
    • Plan and present feedback to clients, Internal Relationship & Support Manager and Executive Management within the agreed timeframe
    • Close issues on action list- request confirmation letter from Scheme Executives
    • Involve Internal Relationship & Support Manager where training/skills development is required

    SCHEME ALLOCATION

    • Participate in Allocation Committee to nominate Portfolio Specialist for each new Scheme/Scheme requesting a Portfolio Specialist change

    CONTRACT MAINTENANCE

    • Active involvement in take-on and handover process of new Scheme to identified Portfolio Specialist from the Take-On Dept

    QUALITY CONTROL

    • Schedule Surveys on each Portfolio Specialist annually, and more frequently on identified Portfolio Specialist/Schemes
    • Receive and interpret results from Portfolio Specialists surveyed
    • Engage telephonically with at least 2 Chairmen per day, and present a weekly report to Executive Management in this regard
    • Establish an action list for improvement areas
    • Set up meetings as appropriate
    • Plan and present feedback to clients and management within the agreed timeframe
    • Close issues on action list – request confirmation letter from Scheme Executives
    • Investigate and report on complaints received
    • Remain up to date with industry changes and legislation, and update clients accordingly

    MEETINGS

    • Attend meetings with Portfolio Specialist (8 per month) to observe Portfolio Specialist and assess the quality and standard of meeting
    • Provide feedback to Internal Relationship & Support Manager regarding any training required
    • Monthly check-in meeting per Portfolio Specialist

    GENERAL

    • Support to Internal Relationship and Support Manager
    • Office attendance of 5 days per 10 working days
    • CSOS representation as required
    • Recordkeeping
    • Any task/duty reasonably assigned by Executive Management

    MINIMUM REQUIREMENTS

    • Must have completed a minimum of matric and related Paddock’s courses. A tertiary qualification relating to accounting/financial management/property management will be advantageous.
    • Must have excellent command of business English as written and spoken language.
    • Must have a proven track record of at least 5 years in the Sectional Title and HOA industry, with specific reference to property management. Understanding of CSOS and STSM Acts is essential.
    • Must have proven passion for the industry and building relationships with clients, colleagues and stakeholders.
    • 2+ Years of client relationship management experience required.

    KNOWLEDGE, SKILLS AND ABILITIES REQUIRED

    • Ability to establish and maintain effective and professional working relationships with all role players
    • Ability to strive for and maintain a high level of customer focus
    • Ability to set and meet targets
    • Leadership
    • Excellent interpersonal and communication skills
    • Effective verbal and listening skills
    • Be numerate, have attention to detail and have the ability to work accurately under pressure
    • MS Office with a specific focus on Word, Excel and Teams
    • Stress management
    • Ability to display confidentiality, tact and discretion
    • Troubleshooting and problem-solving skills
    • Ability to resolve conflict
    • Must have sound work ethics, be trustworthy and honest
    • Must be flexible and approachable
    • Must have the ability to work independently
    • Be assertive and conduct yourself with authority

    Method of Application

    Use the link(s) below to apply on company website.

     

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