Portfolio Specialist

We are seeking two highly organised and detail-oriented Portfolio Specialists to join our dynamic Property Management team.

We currently have:

• 1 position available in Bryanston, Johannesburg
• 1 position available in Century City, Cape Town

These roles are ideal for professionals who thrive in a fast-paced environment and are passionate about delivering exceptional service to owners and stakeholders within Sectional Title schemes.

The successful candidates will be responsible for the full management of portfolios of Sectional Title properties, ensuring compliance with relevant legislation, effective financial oversight, and the smooth day-to-day administration of schemes.

If you have strong knowledge of Sectional Title legislation, excellent communication skills, and a proactive approach to problem-solving, this is an exciting opportunity to grow your career within a reputable and supportive organisation.

Location 1: First Floor, Wrigley Field, The Campus, Corner of Main & Sloane Street, Bryanston & Remote Work on Non-Office Days (Must have reliable backup electricity & internet) ( Hybrid working conditions)
Location 2: Spaces Century City, No 1 Bridgeway Road, Bridgeways Precinct, Century City, Cape Town & Remote Work on Non-Office Days (Must have reliable backup electricity & internet) ( Hybrid working conditions)
Salary: Commission-based – R35,000 – R45,000
Benefits: Pension Fund
South African Citizens Only

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 portfolio and provides information for FC processing. The Portfolio Specialist will work closely with the PA Team and oversee all building maintenance matters in cooperation with the PA Team.

The Portfolio Specialist reports to the Operational Manager and is responsible for overseeing the smooth running of his/her property portfolio within the property cell, in cooperation with Financial Controller and PA Team. The Portfolio Specialist will attend Scheme 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 PA Team.

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.

• 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 Scheme Executive meetings
• Determine date, time and venue for AGM/SGM according to legislation and Scheme Executive availability
• Oversee the scheduling of AGM/SGM for Scheme in property cell within legislative framework
• Attending AGM/SGM in person or remotely for all Schemes in property cell
• Chairing and/or taking minutes of AGM/SGM as appropriate, and in accordance with relevant legislation
• Actioning items resulting from AGM/SGM
• Updating changes to information resulting from AGM/SGM eg levy increase, special levy

• Providing info to FC for monthly levy statement run
• Oversee monthly statement run
• Approving snap shot and levy roll before live run
• Ensuring statement run occurred for each Scheme in portfolio

• Providing info to FC for monthly financial reports
• Oversee monthly reporting process
• Approving monthly reports before sending to Scheme Executives
• Ensuring monthly reports are generated for each Scheme in…