Job Type






Senior Portfolio Manager Durban

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Trafalgar Property Management (Pty) Ltd

Trafalgar Property Management (Pty) Ltd Durban South Africa

2 weeks ago


The primary focus of the
Sectional Title Portfolio Manager is to manage all facets of their portfolio and to ensure accurate, consistent and prompt financial and administrative management which should be in line with world class service delivery and in accordance with the management agreement.

The main objectives of the
Sectional Title Portfolio Manager will be:
• a) Achieving world class service, consistently
b) Effective utilization of the Unibase System and Qdocs
f) Efficient financial & administrative management and reporting which includes accurate budgets, financial statements, trial balance, all Unibase accounts, debtors and creditors applied in a time efficient and accurate manner
g) Participate in and play an active role in the Sectional Title Division's overall strategy and objectives

Will be directly accountable to the Sectional Title Manager for:
Achievement of responsibilities and deadlines
Daily management of trust funds and... investment funds
Ensuring that all complexes within the portfolio are insured and premiums are paid on time
Continuous enhancement of knowledge of SA property laws
Ensuring that compliant contractors are servicing the complexes and are paid timeously
Awareness of all transfer of units within the portfolio and management of same
Facilitating collection procedures and reporting to trustees and debtors and cash management
Facilitation of staff payroll (HOA and Body Corporate) compliance and payment processes
Ensuring all complex documents are archived as well as correctly filed within the Trafalgar database (Qdocs)
Promoting and facilitating the use of Market Place on line to our external clients (trustees)
Preparation of general meetings in line with the Sectional Title Act and compliance with usage of standard documentation and notices as approved by Trafalgar
Continuous liaison and guidance to trustees and directors in relation to complex matters and financial reporting
Statutory notice compliance and awareness of quorum requirements relevant to meetings

Financial management of portfolio of complexes and sign off on complex control schedule as completion of same
Ensuring compliance of statutory requirements for all complexes
Accountable of internal audit score and closure of outstanding gaps identified on action log
Management of PA and PA deadlines
Management of support team processes
Operational and Mandated service standards
Effective owner relationship management
Contribute to individual and team performance requirements
Achieving 24hr turnaround time (deadlines) and maintaining world class service delivery with the 1st time right approach
Contribution and alignment to the sectional title work stream of Trafalgar in terms of best practice

Effective Communication written and verbal
Friendly disposition
Ability to manage time effectively
Ability to work under pressure
Ability to delegate tasks to various departments
Strong leadership skills
Excellent organizational skills
Attention to detail
Ability to work within a team environment
Adaptability to change
Driver's license (own transport)

Computer knowledge - Microsoft Office
Understanding ST Act and Companies Act
Basic understanding of the legal procedures regarding collection of levies

Basic Accounting principles
Ability to read and understand Sectional plans
Completion of Paddocks Courses compulsory (STSM & HOA)

Minimum Qualifications required by the position:
Tertiary qualification graduate (ideally commerce, law, finance, property studies)

Minimum Experience required by the position:
At least two years' experience as ST Portfolio Manager (external employees)
At least two years' experience as Junior Portfolio Manager (internal appointment)
At least one year in a book keeping environment (external employees)
Paralegal background (advantage
Durban South Africa

Salary Criteria












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