Post:Portfolio Specialist - Property Management Division
Organization:Looking FWD Recruitment
Location: Gauteng
Wage/Salary: Negotiable according to experience
Start: Asap
Duration: Permanent
Type: Full Time
PURPOSE OF THE POSITION
The Portfolio Specialist builds relationships with BC’s and HOA’s by ensuring that all meetings are conducted, minuted and actioned appropriately and in accordance with relevant legislation, that monthly financial information is distributed to clients accurately and timeously, payments of building creditors are made correctly and timeously within given parameters and monthly packs are compiled and distributed correctly and timeously in order of priority to clients. The Portfolio Specialist oversees the FC processes within his/ her cell, and provides information for FC processing. The Portfolio Specialist will work closely with the PSA and oversee all building maintenance matters in cooperation with the PSA.
SCOPE
The Portfolio Specialist reports to the General Manager Property Management Division, and is responsible for overseeing the smooth running of his/ her property portfolio within the property cell, in cooperation with Financial Controller and PS Assistant. The Portfolio Specialist will attend Trustee/ Director meetings, as well as AGM’s and SGM’s, chair and minute as appropriate, and take action resulting from these with the assistance of the cell FC and/ or PSA. The Portfolio Specialist is accountable for the budgeting and resultant financials of all buildings in his/ her portfolio, including payment of building creditors, monthly billing and financial reporting, and any queries arising. The Portfolio Specialist is accountable for all building maintenance as instructed and approved by Trustees/ Directors, and any queries arising. Providing info to FC for monthly financial reports
Oversee monthly reporting process
Approving monthly reports before sending to Trustees/ Directors
Ensuring monthly reports are generated for each building in portfolio
Reports to be checked and distributed by priority list. Taking instruction from Trustees/ Directors and responding with appropriate action in cooperation with PSA
Escalating individual owner issues to Trustees/ Directors in an appropriate and timeous manner
Following up on outstanding maintenance matters in cooperation with PSA
Payment of creditors within given parameters
Loading of new creditors on system
Ensuring that that assigned new Portfolio Specialists are adequately skilled and trained on internal processes and intelliAcc system by transferring skills as per Skills Transferring and Mentoring progress plan and checklists
Participating in the Skills Transfer and Mentoring evaluation process for assigned new Portfolio Specialists
Providing input on whether new appointee is ready and able to take on his/ her own portfolio after probation and training period
Resolving all queries received in the cell in cooperation with FC and PSA
Spot checking of FC and PSA activity and function
Maintaining open channels of communication on the floor
MINIMUM QUALIFICATION
The incumbent must have completed a minimum of Grade 12/ Standard 10 (Matric) and have an excellent command of English as 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 incumbent 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 incumbent 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 incumbent 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
WORKING CONDITIONS
The incumbent will be based in an open plan office, and will be faced with constant interruptions from different role players.
There are a number of deadlines and expected turn- around times within this position, which may cause the incumbent stress. The incumbent is further required to work accurately with a minimum tolerance for data entry errors.
The incumbent will be required to deal with a wide variety of p
Date Posted 30 October 2013
City/Town: Bryanston: Kindly urgently email xxxxxxxxxxxxx@xxxxx.xxx
Company: Looking FWD Recruitment
Contact: Tanya Stacey
How to Apply
http://www.bestjobs.co.za/bt-jobd-ethan1-42888.htm
Organization:Looking FWD Recruitment
Location: Gauteng
Wage/Salary: Negotiable according to experience
Start: Asap
Duration: Permanent
Type: Full Time
PURPOSE OF THE POSITION
The Portfolio Specialist builds relationships with BC’s and HOA’s by ensuring that all meetings are conducted, minuted and actioned appropriately and in accordance with relevant legislation, that monthly financial information is distributed to clients accurately and timeously, payments of building creditors are made correctly and timeously within given parameters and monthly packs are compiled and distributed correctly and timeously in order of priority to clients. The Portfolio Specialist oversees the FC processes within his/ her cell, and provides information for FC processing. The Portfolio Specialist will work closely with the PSA and oversee all building maintenance matters in cooperation with the PSA.
SCOPE
The Portfolio Specialist reports to the General Manager Property Management Division, and is responsible for overseeing the smooth running of his/ her property portfolio within the property cell, in cooperation with Financial Controller and PS Assistant. The Portfolio Specialist will attend Trustee/ Director meetings, as well as AGM’s and SGM’s, chair and minute as appropriate, and take action resulting from these with the assistance of the cell FC and/ or PSA. The Portfolio Specialist is accountable for the budgeting and resultant financials of all buildings in his/ her portfolio, including payment of building creditors, monthly billing and financial reporting, and any queries arising. The Portfolio Specialist is accountable for all building maintenance as instructed and approved by Trustees/ Directors, and any queries arising. Providing info to FC for monthly financial reports
Oversee monthly reporting process
Approving monthly reports before sending to Trustees/ Directors
Ensuring monthly reports are generated for each building in portfolio
Reports to be checked and distributed by priority list. Taking instruction from Trustees/ Directors and responding with appropriate action in cooperation with PSA
Escalating individual owner issues to Trustees/ Directors in an appropriate and timeous manner
Following up on outstanding maintenance matters in cooperation with PSA
Payment of creditors within given parameters
Loading of new creditors on system
Ensuring that that assigned new Portfolio Specialists are adequately skilled and trained on internal processes and intelliAcc system by transferring skills as per Skills Transferring and Mentoring progress plan and checklists
Participating in the Skills Transfer and Mentoring evaluation process for assigned new Portfolio Specialists
Providing input on whether new appointee is ready and able to take on his/ her own portfolio after probation and training period
Resolving all queries received in the cell in cooperation with FC and PSA
Spot checking of FC and PSA activity and function
Maintaining open channels of communication on the floor
MINIMUM QUALIFICATION
The incumbent must have completed a minimum of Grade 12/ Standard 10 (Matric) and have an excellent command of English as 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 incumbent 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 incumbent 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 incumbent 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
WORKING CONDITIONS
The incumbent will be based in an open plan office, and will be faced with constant interruptions from different role players.
There are a number of deadlines and expected turn- around times within this position, which may cause the incumbent stress. The incumbent is further required to work accurately with a minimum tolerance for data entry errors.
The incumbent will be required to deal with a wide variety of p
Date Posted 30 October 2013
City/Town: Bryanston: Kindly urgently email xxxxxxxxxxxxx@xxxxx.xxx
Company: Looking FWD Recruitment
Contact: Tanya Stacey
How to Apply
http://www.bestjobs.co.za/bt-jobd-ethan1-42888.htm
