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Sectional Title Portfolio Assistant

Sandak-Lewin Property Trust
R 76 017 - R 96 255 a year
Cape Town, Wes-Kaap
3 weeks ago
Sandak-Lewin Property Trust (PTY) Ltd. is seeking an experienced Sectional Title Portfolio Assistant to provide essential administrative support to our team and assist in managing a diverse portfolio of valued clients. This role involves multitasking across various areas, including finance, insurance, maintenance, and general administration, ensuring efficient portfolio management and high client satisfaction. Only candidates with a minimum of 3 years' experience in Sectional Title administration will be considered.

Key Responsibilities
Finance
  • Support Portfolio Managers with daily/monthly finance tasks
  • Implement debits, credits, and recoveries on owner accounts
  • Handle levy increases, queries, and adjustments
  • Manage interest reversals and liaise with staff for debit order mandates
Insurance
  • Assist clients with insurance claims and ensure claim validity
  • Obtain quotes and arrange for contractor work after claims approval
  • Liaise with brokers for certificates and insurance valuations
  • Handle insurance renewals and ensure premium payments (annually/monthly)
Staff Management
  • Assist trustees with body corporate employee matters, including salaries, bonuses, and leave
  • Obtain quotes and manage contracts for cleaning, security, and other services
Maintenance
  • Arrange site inspections and consults for building maintenance
  • Gather quotes for redecoration and general upkeep of common property
  • Manage owner-related maintenance issues and ensure compliance with trustee instructions
Administration
  • Manage queries related to levies, body corporate (BC) matters, and from trustees
  • Update contact info, assist with rules enforcement, and assist in handling legal matters
  • Coordinate the loading of new buildings into the company system
  • Ensure constitutional requirements are met and documentation is filed accurately
Meetings
  • Organize AGMs, SGMs, and trustee meetings
  • Prepare and circulate meeting notices, agendas, and AGM packs
  • Assist in compiling and circulating minutes after meetings, ensuring compliance with PM requests
  • Ensure minute books are kept updated
General Support
  • Offer continuous assistance to the Portfolio Manager and staff
  • Deal with client concerns in a professional and efficient manner
Skills & Requirements
  • Experience: Ability to work independently towards deadlines, prioritise tasks, and manage administrative duties efficiently, with a minimum of 3 years' experience in a similar role
  • Transport: Own transport is beneficial
  • Qualification: Sectional Title qualification/certification is preferred
  • Client Relations: Proven experience in client satisfaction is essential
What We Offer
We provide a market-related salary based on your experience and qualifications, along with the opportunity to work within a dynamic and supportive team and room to grow.

Company Commitment
At Sandak-Lewin Property Trust (PTY) Ltd, we are committed to transformation and addressing past inequalities. Employment equity goals will be a key factor in our selection process.
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