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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Duties and Responsibilities:
- Relevant checks on the New acquired Buildings
- Submit Bank Mandates to relevant parties
- Liaise with PMA/Brokers to acquire Insurance Documents,
- Attaining insurance certificates
- Ad hoc admin duties.
- Assisting with getting resolutions signed/ drawing up handover, interest & levy resolutions.
- Attain & record keeping of all new building staff documents
- Accounting skills in understanding principles of financial statements
- Maintaining accurate Sectional Title information/records for each client
Minimum Experience Requirements:
- Previous experience in Sectional Title
- Knowledge of Sectional Title Act and principles of Home owner’s association.
Minimum Qualification Requirements:
- Matric
- Paddocks Sectional Title / HOA Qualification will be an advantage.
- Computer Literacy (Microsoft Office).
- Good written and verbal communication skills.
- Excellent people skills
- Customer service orientation.
- Basic bookkeeping/accounting knowledge advantageous
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Responsibilities include (but are not limited to):
Monthly PTB Review
- Analysis of General Ledger accounts to ensure accuracy, completeness and validity of information.
- Capturing of 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 claim, 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.
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.
- Quarterly request a SARS statement of account and ensure no outstanding returns, payments or refunds.
Annual Audit File Preparation
- General ledger to be thoroughly scrutinized for accuracy, completeness and validity of financial information. All outstanding debtors / creditors to be raised and Balance Sheet items to be confirmed and agreed to third party information before the audit report is prepared.
Review of Audited Financial Statements, Resolution of Audit Queries, Distribution of AFS.
- Timeous and clear resolution of audit queries with the assistance of Portfolio Manager and Trustees when requested.
- Draft AFS to be scrutinized and all audit journals related to the Balance Sheet to be investigated, understood and questioned if necessary
General
- Attend trustee, budget and/or Annual General Meetings when required
- Daily review of email / correspondence/ queries and attendance and resolution of same within a 24 hour time period as far as possible.
- Daily updating of building control schedules so as to accurately record the financial status of the building.
Minimum Requirements:
- Tertiary qualification (Accounting degree or Bcom Financial Management preferred)
- At least five years’ experience in a bookkeeping/accounting environment
- Audit background (advantage)
- Have excellent communication skills
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Duties and Responsibilities:
- Daily management of trust funds and investment funds
- Ensuring that all complexes within the portfolio are insured and premiums are paid on time
- Continuous enhancement of knowledge of SA property laws
- Ensuring that compliant contractors are servicing the complexes and are paid timeously
- Awareness of all transfer of units within the portfolio and management of same
- Facilitating collection procedures and reporting to trustees and debtors and cash management
- Facilitation of staff payroll (HOA and Body Corporate) compliance and payment processes
- Ensuring all complex documents are archived as well as correctly filed within the company database
- Preparation of general meetings in line with the Sectional Title Act and compliance with usage of standard documentation and notices as approved by the company
- Continuous liaison and guidance to trustees and directors in relation to complex matters and financial reporting
- Statutory notice compliance and awareness of quorum requirements relevant to meetings
- Financial management of portfolio of complexes and sign off on complex control schedule as completion of same
- Ensuring compliance of statutory requirements for all complexes
- Accountable of internal audit score and closure of outstanding gaps identified on action log
- Management of support team processes
Minimum Qualifications required by the position:
- Tertiary qualification graduate (ideally commerce, law, finance, property studies)
Minimum Experience required by the position:
- Min 5 years’ experience in Property Management, specifically sectional title management and is familiar with the Sectional Titles Act.
- Computer literate (MS Office)
- Effective verbal and written communications skills
- Conflict management skills
- Excellent Project management and time management skills
- Sectional Title Scheme Management Certificate will be advantageous
- NQF level 4 Real Estate qualification would be advantageous
- Must have dedication and an excellent sense of customer service.
- Driver’s license and reliable transport
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Responsibilities include:
- Performing comparative market analysis to estimate properties’ value
- Provide guidance and assist sellers and buyers in marketing and purchasing property for the right price under the best terms
- Determine clients’ needs and financials abilities to propose solutions that suit them
- Intermediate negotiation processes, consult clients on market conditions, prices, mortgages, legal requirements and related matters, ensuring a fair and honest dealing
- Display and market property to possible buyers
- Prepare and complete necessary paperwork
- Maintain and update listings of available properties
- Cooperate with appraisers, escrow companies, lenders and home inspectors
- Promote sales through advertisements, open houses and listing services
- Remain knowledgeable about real estate markets and best practices
- Attend and arrange viewings for prospective purchasers
- Keeping sellers informed regarding any enquiries and viewings
- Reply to and follow up on e-mail and telephone enquiries
- Source new business.
Requirements:
- An EAAB and NQF 4 estate agency qualification certificate is a necessity
- Matriculation
- Experience as a Real Estate Agent
- Proven track record of successful sales
- Valid driver’s license and own reliable vehicle
- Ability to work independently combined with excellent interpersonal skills
- Strong sales, negotiation and communication skills
- Pleasant and trustworthy
- MS Office familiarity
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Job Description:
- Load new mandates & supporting documentation
- Advertising of units on social media
- Management of emails
- Administrative support to Portfolio Manager
- Process owner payments and reconciliation of accounts
- Prepare monthly owner packs (Collate rent rolls, invoices, statements, etc.)
- Increase letters – send out letters to owners & tenants
- Capturing of rent increases & raising journals
- Assist with letting queries
- Documenting leases, mandates & other correspondence
- Unit Property Fees – checking unit & property fee descriptions, photographs, unit description and directions.
Requirements:
- Matric
- Own vehicle and drivers licence
- Atleast 3 years experience in Letting Administration
- Understanding of residential Letting Act & CPA
- Basic understanding of the legal procedures regarding the collection of levies
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Job Description:
- Oversee the day-to-day management of residential complexes and Homeowners' Associations (HOAs).
- Ensure compliance with the Sectional Title Act and other relevant legislation.
- Facilitate effective communication between property owners, trustees/directors, and service providers.
- Manage financial aspects, including budgeting, financial reporting, and cost control
- Daily management of trust funds and investment funds
- Ensuring that all complexes within the portfolio are insured and premiums are paid on time
- Continuous enhancement of knowledge of applicable SA property laws
- Ensuring that compliant contractors are servicing the complexes and are paid timeously
- Awareness of all transfer of units within the portfolio and management of same
- Facilitating collection procedures and reporting to trustees and debtors and cash management
- Facilitation of staff payroll (HOA and Body Corporate) compliance and payment processes
- Ensuring all complex documents are archived as well as correctly filed within the company database
- Preparation of general meetings in line with the applicable Acts and compliance with usage of standard documentation and notices as approved by the company
- Continuous liaison and guidance to trustees and directors in relation to complex matters and financial reporting
- Statutory notice compliance and awareness of quorum requirements relevant to meetings
- Financial management of portfolio of complexes and sign off on complex control schedule as completion of same
- Ensuring compliance of statutory requirements for all complexes
- Accountable of internal audit score and closure of outstanding gaps identified on action log
- Management of deadlines
- Management of support team processes
Minimum Qualifications required by the position:
- ST Course completed
- Advance knowledge of the Sectional Title Act, CSOS Act, Companies Act, & other relevant legislation
- Tertiary qualification graduate (ideally commerce, law, finance, property studies) (advantageous)
Minimum Experience required by the position:
- At least three years’ experience as a Community Scheme Portfolio Manager
- Must have own vehicle
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Job Description:
Creditors Payments
- Checking that all invoices coming through for payment are valid, made out to the building and that stakeholder’s approvals are attached.
- Ensuring that the payment batch balances
- Timeous payment of ALL invoices as approved by the trustees (Adhoc, Recurring, Legal, Deposit pmnts)
Loading of New Trust creditors
- Creating a creditors code and load all relevant details
- Requesting a Validation report on Standard Bank
- Forwarding the process in order for the banking details to be loaded
Transferring of Funds / Investments
- Transferring funds from and to Investec where funds are needed
- Opening of new accounts
- Reserve fund Balancing and Transfers
- Month end surplus transfer to investment accounts
Minimum Qualifications required by the position:
- Tertiary qualification graduate (ideally commerce, law, finance, property studies) (advantageous)
Minimum Experience required by the position:
- At least five years’ experience as an Accounts Payable Administrator
- Must have own transport
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Duties and Responsibilities:
- Data capturing of all payroll correspondence
- Managing the Body Corporate Staff leave and overtime
- Data analysing and reporting
- Liaising with respective Portfolio Managers and Portfolio Administrators
- Attending to Payroll queries
- Attending to HR queries including warnings & disciplinary processes
- Submissions of WCA
- SARS submissions of EMP 201’s & EMP 501’s
- Reconciling payroll 3rd party payments (SARS, UIF, SDL, Garnishees etc.)
- Assisting the HR Manager when required with various tasks
Minimum Qualifications required by the position:
- Matriculation
- Tertiary qualification - Human Resources & Payroll
Minimum Experience required by the position:
- Min 3 years’ experience as a Payroll Administrator.
- Computer literate (MS Office)
- Effective verbal and written communications skills
- Conflict management skills
- Excellent Project management and time management skills
- Must have dedication and an excellent sense of customer service.
- Driver’s license and reliable transport
- Knowledge of updated legislation i.e. LRA, EEA, OHS, etc
Method of Application
Use the link(s) below to apply on company website.
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