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    portfolio officer - East London, South Africa - E2E Staffing (PTY) LTD

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    Full time
    Description

    EDUCATIONAL REQUIREMENTS :

    • Diploma or Degree in Management
    • Paddocks UCT Sectional Title / HOA Management Course qualification
    • Registered with the EAAB holding a valid FFC advantageous

    WORK EXPERIENCE :

    • Three years' experience in managing Sectional Title Schemes / HOA's as well as complex management
    • Experience in overseeing and management of staff

    SKILLS & ATTRIBUTES :

    • Planning skills
    • Problem solving & analytical skills
    • Accuracy & Strategy planning
    • Excellent communication skills
    • Excellent eye for detail
    • Logical thinking & information seeking
    • Self-development orientation
    • Cultural sensitivity
    • Service orientation
    • Excellent people skills
    • Computer Literacy in MS Office Suite

    KEY PERFORMANCE AREAS :

    1. Operational requirements

    • Execute daily tasks and work instructions according
      to relevant Procedures

    NEW BUSINESS

    • Prepare marketing plans and ensure implementation
    • Prepare, submit and pursue management proposals to ensure growth targets are met
    • Ensure the successful take-on of new properties under management

    RELATIONSHIP & PROPERTY MANAGEMENT

    • Ensure the efficient and effective administration and management of owner and Trustees relationships
    • Ensure all records are kept up to date including owners' details, Management Agreements, minute books, fire certificate renewals, insurance policies etc.
    • Arrange, attend, minute all relevant HOA and BC Meetings and execute instructions and distribute minutes timeously from said meetings.
    • Assist with the signing of debit order forms and levy recoveries
    • Assist with owner queries providing an efficient service

    Ensure the efficient and effective administration and management of related processes

    • Prepare annual budgets for all HOA and BC
    • Assist with the preparation of the Annual Financial Statements for all HOA and BC
    • Ensure adequate property insurance in place and oversee the submission and management of insurance claims
    • Oversee the preparation of levy clearance certificates and sign off on change of ownerships on MDA
    • Sign-off of invoices to submit to finance

    Review monthly results and ensure regular and accurate reporting to all relevant stakeholders / Trustees

    • Prepare and distribute a monthly report to Trustees.
    • Prepare and sign-off of pre-billing checks
    • Distribute monthly management accounts to all BC and HOA within deadline date

    Ensure the effective management of properties in line with relevant legislation

    • Oversee and ensure entities are registered with CSOS and payments made.
    • Ensure any changes to legislation are rolled out and staff are aware of changes
    • Ensure OHPM is compliant with relevant legislation and ensure EAAB annual renewals are attended to.
    • Oversee the management and enforcement of house and conduct rules and issuing of fines/penalties

    Effective property management of complexes ensuring complex wellness

    • Regular site visits and management of SLA's
    • Oversee the appointment and performance of service providers.
    • Ensure expenditure in line with budget
    • Oversee the management of ad-hoc service providers.
    • Oversee that maintenance issues are recorded, and works-orders opened
    • Ensure expenditure of work orders issued are in line with budgets
    • Oversee complex upkeep
    • Cyclic complex visits and report on "wellness."

    REPORT WRITING

    • Review monthly business unit results and ensure regular and accurate reporting
    • Revenue variance report compiled on a monthly basis
    • Collate feedback from staff and formulate a monthly progress report, including statistics over a period of time.

    FINANCIAL & RISK MANAGEMENT

    • Oversee municipal related processes, comparing charges to the budget
    • Prepare budgets and authorize expenditure for the department
    • Analyse and formulate responses to all risks associated with the region

    STAFF MANAGEMENT

    • Oversee and manage staff and resource functions with regards to daily activities and requirements
    • Manage staff's work allocation, performance and development in line with company policies and procedures
    • Ensure that the Portfolio Administrator & Facilities Coordinator conducts an analysis of processes carried out and feedback received on a monthly basis.
    • Perform all duties, within your vocational abilities,
      as requested
    • Carry out any other ad hoc duties as and when required by management
    • Liaise with different personnel, as is required, to prevent delays and on-time delivery

    COMMUNITY DEVELOPMENT

    • Manage Corporate Social Investment activities in line with OHHA's mainstreaming plans
    • Engage with current volunteers involved in the CSI programs and attract new volunteers

    2. Financial

    • Ensure effective cost saving and waste elimination
    • Assist with setting Annual Budgets and Quarterly
    • Forecasts for the company
    • Meet output requirements, while containing expenditure
    • Ensure control and approval of expenses in accordance with the company approvals framework

    3. Human Resources

    • Familiarize yourself with and, at all times, act in accordance with the company's policies and procedures
    • Promote diversity, equal opportunity and fair treatment in the workplace
    • Ensure consistent adherence to & application of the company's disciplinary code, grievance procedures and relevant legislation
    • Execute company EE plan, procedures and targets
    • Formulate and execute a Workplace Skills Plan in conjunction with the HR Department
    • Manage staff performance through the Company Performance Management program

    4. Quality Compliance

    • Comply with Quality requirements as outlined by the company Procedures and Written Instructions in all tasks and activities
    • Ensure that the required procedures and Quality standards are adhered to
    • Ensure high quality standards of work are adhered to at all times
    • Complete all documentation timeously and accurately

    5. Safety, Health & Environmental

    • Carry out any duty or requirement imposed on the company by the OHS Act
    • Ensure that the requirements of the OHS Act are complied with by every person under your supervision
    • Ensure that reasonably practicable steps are taken to identify, manage or eliminate any hazards or potential hazards to the safety or health of employees
    • Report any unsafe or unhealthy situations to the Managing Director

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