Portfolio Specialist

ANGOR Property Specialists (Pty) Ltd; South Africa; On-site; ZAR 390,600 - 502,200; Full time

Benefits offered by this job

Pension Fund

Job summary

ANGOR Property Specialists (Pty) Ltd is seeking two Portfolio Specialists to manage Sectional Title portfolios in Bryanston (Johannesburg) and Century City (Cape Town). Hybrid work with remote days requires reliable power and internet backup. Salary is commission-based (R35,000–R45,000) with a Pension Fund; SA citizenship required.

The role covers meetings, financial oversight, and day-to-day administration, reporting to the Operational Manager with close PA Team collaboration.

Qualifications

• Minimum of Grade 12/Standard 10 with excellent English proficiency.
• Paddock’s Sectional Title & HOA certificates recommended.
• A relevant financial qualification is advantageous.

Responsibilities

• Attend scheme meetings and AGM/SGM in person or remotely.
• Oversee monthly levy statements and financial reporting for portfolios.
• Coordinate with PA Team on maintenance and contractor relationships.
• Liaise with owners, trustees and contractors to ensure timely communications.

Skills

Relationship building

Financial administration

Attention to detail

Time management

MS Office

Communication skills

English proficiency

Education

Grade 12 / Standard 10

Paddock’s Sectional Title & HOA Certificates recommended

Relevant Financial Qualification advantageous

Tools

Accounting software

MS Office Suite

Job description

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

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 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.

SCOPE

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.

RESPONSIBITIES

SCHEME MEETINGS

• 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

MONTHLY LEVY RUN

• 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

MONTHLY REPORT

• 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 portfolio
• Reports to be checked and distributed by priority list (M)

LIAISON

• Building and maintaining relationships with Scheme Executives
• Building and maintaining contractor relationships
• Building and maintaining relationships with relevant councils and utility management companies
• Communicating with owners directly and via Owners’ Letters
• Constant feedback and communication with cell and caretakers/estate managers

SCHEME PAYROLL INFO

• Submitting Scheme payroll input to Payroll Department by 15th monthly
• Approving Remuneration List prior to pay run on 20th monthly
• Oversee distribution of manual pay slips monthly
• Assisting Payroll Department in obtaining statutory information for Scheme from Scheme Executives

COLLECTIONS

• Handing over defaulting owners to DMS/external attorneys as per Scheme mandate
• Managing accounts under transfer, arrangement or legal in collaboration with DMS where appropriate

UTILITIES

• Liaising with councils re billing statements, queries, payments etc
• Advising Scheme Executives on external utility specialists where appropriate

BUILDING CONTRACTORS AND MAINTENANCE

• Taking instruction from Scheme Executives and responding with appropriate action in cooperation with PA Team
• Escalating individual owner issues to Scheme Executives in an appropriate and timely manner
• Following up on outstanding maintenance matters in cooperation with PA Team
• Payment of creditors within given parameters
• Loading of new creditors on system

CLEARANCE FIGURES

• Confirming levy information for Clearance Figures

INSURANCE

• Updating Insurance Schedules for Schemes in portfolio
• Updating and renewal of insurance policies for Schemes in portfolio

MINIMUM QUALIFICATION

The applicant 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.

KNOWLEGDE, SKILLS AND ABILITIES

The applicant 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 applicant 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
• Computer literacy in MS Office
• Time and work management
• Stress management
• Ability to transfer skills
• Ability to multitask without losing focus

The applicant must demonstrate the following personal attributes:

• Be honest and trustworthy
• Demonstrate sound work ethics
• Be flexible
• 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 applicant will be based in an open plan office or working remotely as per company specifications and schedules, 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 applicant stress. The applicant is further required to work accurately with a minimum tolerance for data entry errors. The applicant will be required to deal with a wide variety of personalities on various matters. The applicant will be required to train new appointees on processes and the system , and to oversee colleagues in the completion of assigned tasks. The above statements are intended to describe the general nature and level of work being performed by the applicant of this position. They are not intended to be an exhaustive list of all duties and responsibilities required of the position.

Training & Development

At ANGOR, we invest heavily in the success of our team. Every new employee participates in a structured training programme designed to equip you with the knowledge and practical skills required to perform your role confidently.

The programme includes:

• Comprehensive training on our systems and processes
• Self-study using our Standard Operating Procedure (SOP) manuals
• Watching training webinars
• Completing the TRACS training programme
• Practical hands‑on learning
• Asking questions and actively engaging with your trainers and colleagues

Our training programme is intensive and requires dedication, discipline, and a willingness to learn. Candidates should expect to spend time reading, practising, and reinforcing what they have learned outside of formal training sessions.

Your success in this role will be directly linked to the effort you invest during your training and ongoing self-development. We are committed to supporting you every step of the way, but we also expect you to take ownership of your learning and make the most of the resources available.