7530 Salary: Market Related Industry: Property Management Position Start Date : 01 July 2024 or earlier Citizens Only Residentia Trust is one of the leading Managing Agents in the Western Cape, with a reputation Owners and Property Associations have trusted us to manage their residential and commercial property investments switchboard and assisting with stakeholder queries. Manage the office stationery, consumables, and inventory schedule interviews and onboard new employees. Manage CSOS Registration and ensure compliance with annual
objectives are met, and optimizing raw material management. Key responsibilities include budget establishment establishment, price monitoring, stock management, and commercial analysis. To excel, you'll need a BCom/BAcc increases are issued timeously Overseeing the monthly management accounts and year-end audit Raw Materials Keeping record and understanding of raw material pricing. Managing colour matching process and sample requests Commercial data Preparing costing templates for new projects Managing product BOM's as the custodian Processing of credit
the Managing Director: Assist with confidential and personal filing for the MD Screen and manage incoming processing and sending out invoices. Manage the Time Management system for the Group, ensuring timely advantageous Excellent organizational and time management skills, with the ability to multitask and prioritize
be flexible, strong work ethic and able to time manage your working day
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commission module linked to CRM) and PPs.
Manage commission suspense accounts aligned to compliant
Operational support for Portfolio Managers and CRMs
Assistants align with the
client demographic data on client relationship management system XPlan.
Client financial data capture
communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health
Extensive use of XPlan notes and tasks to manage client records and organization of practice.
(internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Financial Planner. Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health xPlan. Extensive use of XPlan notes and tasks to manage client records and organization of practice. Prepare
(internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Financial Planner. Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health xPlan. Extensive use of XPlan notes and tasks to manage client records and organization of practice. Prepare
relevant experience in Corporate Governance, Management, and Administration - not negotiable
Governance of Guidelines / Management / Fiduciary / Constitutional regulations etc