Portfolio Assistant

Profile Personnel; Cape Town; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A well-established property company in Cape Town seeks an experienced individual to join their team. The role involves managing portfolio and levy queries, preparing audit packs, and ensuring compliance with regulations. Ideal candidates will have Grade 12 and a valid driver's license, with relevant qualifications being advantageous.

Qualifications

• Grade 12 is essential; tertiary qualification is advantageous.
• Valid driver's license and own reliable vehicle required.

Responsibilities

• Assist with portfolio queries and handle levy queries.
• Prepare audit pack and ensure compliance with regulations.
• Organize and run meetings, taking minutes as required.

Skills

Communication

Problem Solving

Organizational Skills

Education

Grade 12

Relevant tertiary qualification

Job description

Well-established property company based in Cape Town is seeking an experienced applicant to join their dynamic team.

Requirements:

• Grade 12
• Relevant tertiary qualification (advantageous)
• Valid driver's license and own reliable vehicle

Duties:

• Assist with portfolio queries
• Handle levy queries / quarterly arrear reports
• Upload EFTs and requisitions on WCU, merge and send to Head Office for payment
• Manage supplier queries with reception on any difficult issues
• Prepare audit pack as per meeting schedule
• Handle CSOS submissions, returns, and new rule submissions
• Manage CSOS dispute registration submissions as advised by Herman
• Coordinate insurance renewals and send to management committee
• Organize and run meetings
• Take minutes during meetings
• Ensure audit pack compliance and send to auditor
• Send levy increase letters and mail after meetings to inform all departments
• Manage petty cash
• Draft letters, update posts, and handle petty cash
• Ensure compliance with relevant regulations

If you wish to apply, please submit your CV for consideration.

Only shortlisted candidates will be contacted. If you do not receive a response within 14 days, please consider your application unsuccessful. We will keep your CV on our database for any other relevant roles that may arise.

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