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Job summary

Bryanston, South Africa, Africa
Career Level:
Mid Career (2+ years of experience)
Job type:
Full time
R18,000 p/m + Commission

Portfolio Specialist

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About this job

Portfolio Specialist – Bryanston

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 complied and distributed correctly and timeously in order of priority to clients. The Portfolio Specialist oversees the FC processes within his/ her cell, and provides information for FC processing. The Portfolio Specialist will work closely with the PSA and oversee all building maintenance matters in cooperation with the PSA.



R18,000 p/m + Commission






The Portfolio Specialist reports to the General Manager Property Management Division, and is responsible for overseeing the smooth running of his/ her property portfolio within the property cell, in cooperation with Financial Controller and PS Assistant. The Portfolio Specialist will attend Trustee/ Director 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 PSA. 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.


Minimum Qualification:

- The incumbent 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.


Knowledge, Skills & Abilities

The incumbent 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


Job keywords/tags:  property , estate , portfolio , management
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