Job Description

Portfolio Manager2025-04-29 - 2025-05-29PermanentCPT001873PropertyWestern Cape, StellenboschOur client based in Stellenbosch is seeking a Portfolio Manager to join their team.General overview of duties, but not limited to:Portfolio Administration:

• General office Administration.
• Portfolio Administration: Bodies Corporate, Home Owners Associations, and other community schemes.
• Diary Management: Scheduling of appointments.
• Attending Trustee and General Meetings.
• Taking minutes.
• Typing of minutes.
• Submit minutes for review by Manager within 3 working days of meeting.
• Attending to matters arising from meetings.
• Assisting owners with queries.
• Assisting trustees/Excom on matters applicable to scheme.
• Meetings with Building Managers.
• Cell-to-gate registrations of owners or there tenants.
• Keep scheme information in Permanent Folder (on server) in a neat an organised fashion.

Communication:

• Ensure an effective and professional communication strategy with trustees / owners.
• Communication with all role players where required (legal /financial/Repairs & Maintenance).
• Typing of all correspondence to owners on trustee instruction.
• Follow-up on complaints and provide feedback to Trustees where required.
• Notices of Trustees Meetings and Annual General Meetings and the Minutes thereof.
• Timely distribution of notices and minutes.
• Dealing with daily correspondence.
• E-mail management (respond within 24-hours on emails).
• Liaising between departments and Trustees.
• Sending of communication through in-house systems and Portal.

Repairs & Maintenance:

• Feedback to R&M Department after meetings on R&M matters.
• Instruct R&M Department to Open job cards if necessary.
• Liaise with R&M Department as necessary to arrange for access to Common Property, units or other.
• Seek approval in Meetings from trustees/caretaker to pay completed R&M jobs.
• Attend monthly site inspections with R&M.
• Attend site meetings with trustees if required.

Accounting/ Financial:

• Communicate with and give instructions to Finance Department after Meetings or as per Trustee instructions.
• Submitting invoices for payments on Wednesdays.

General:

• All duties within ambit and scope of Marites daily business.
• Friendly, presentable, honest, hardworking, and people orientated.
• Professional at all times.

***Only shortlisted candidates will be contacted***

Merand Recruitment