Permanent
Portfolio Manager
Unknown, Unknown
unknown
Closing date not listed
About this role
Property/Facilities Management - Property Administrator
Gauteng
FULL TIME
Job Summary
Minimum Requirements
* NQF Level 4 Real Estate qualification (completed or in progress)
* Valid Fidelity Fund Certificate (FFC)
* Proven experience in sectional title and/or HOA portfolio management
* Strong knowledge of South African property legislation (STSMA, CSOS, Property Practitioners Act)
* Experience working with property management systems (e.g. WeConnectU, MRI, PropData)
* Proficient in Microsoft Office (Excel, Word, Outlook)
* Valid driver’s license and own reliable transport
Key Responsibilities
1. Portfolio & Client Management
* Manage a portfolio of sectional title schemes, HOAs, or commercial properties
* Act as the primary liaison between trustees, owners, and service providers
* Provide professional guidance to trustees on governance, financial, and operational matters
* Build and maintain strong client relationships, ensuring service excellence
1. Meeting Management (Statutory Requirements)
* Attend and manage a minimum of six (6) statutory meetings per client per financial year
* Facilitate meetings including budget meetings, AGMs, and trustee meetings
* Prepare and distribute full meeting packs (agendas, financial reports, supporting documents)
* Chair or guide meetings in a professional and compliant manner
* Record accurate meeting minutes and ensure distribution within required timeframes
* Ensure implementation and tracking of all resolutions
1. Financial Oversight
* Review budgets, financial statements, and levy collections
* Assist trustees with budget preparation and approvals
* Monitor arrears and cash flow management
* Ensure correct allocation of income and expenses
* Liaise with accountants and auditors
1. Compliance & Governance
* Ensure compliance with applicable legislation, including:
+ Sectional Titles Schemes Management Act (STSMA)
+ CSOS requirements
+ Property Practitioners Act
* Ensure agendas and minutes are circulated via the property management system
* Upload meeting minutes within prescribed legal timeframes
* Maintain and prepare audit files for each scheme
* Ensure all statutory submissions, insurance, and governance documentation are up to date
* Maintain accurate and compliant records for all schemes
1. System & Administrative Management
* Manage and maintain property management systems (e.g. WeConnectU, MRI, PropData)
* Ensure accurate capturing and updating of owner, trustee, supplier, and financial information
* Oversee billing, debit orders, and statement distribution
* Ensure alignment between management systems and banking platforms (e.g. Netcash)
* Generate reports for trustees and internal stakeholders
* Identify and resolve system discrepancies
1. Maintenance & Facilities Coordination
* Oversee maintenance and repair matters
* Obtain and evaluate quotations
* Appoint and manage contractors in line with procedures
* Conduct site inspections where required
* Ensure properties meet safety and operational compliance standards
1. Legal & Risk Management
* Assist with dispute resolution within schemes
* Liaise with attorneys on collections and legal matters
* Ensure enforcement of scheme rules
* Identify and mitigate operational and legal risks
1. Communication & Reporting
* Maintain clear and professional communication with all stakeholders
* Issue notices, updates, and correspondence
* Provide regular portfolio performance reports
* Ensure transparency and accountability at all times
Key Skills & Competencies
* Strong financial acumen and budgeting skills
* Excellent administrative and system management abilities
* Strong communication and interpersonal skills
* High level of attention to detail and organisational skills
* Ability to manage multiple schemes and deadlines effectively
* Problem-solving and conflict resolution skills
* Professionalism and client-focused approach
Advantageous
* Relevant qualification in Property Management, Finance, or Business
* Experience managing large or complex property portfolios
Please note: Only shortlisted candidates will be contacted
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