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
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such Risk management and Risk audits Maintenance and upkeep of Land and Buildings Managing workshop requirements Ensure that all compliance records are managed and updated timeously on the WorkFlow System and security legislation Ability to implement, manage and maintain the health, safety and security system to develop alternative strategies and plans to manage changes or situations in the work environment independently and cope under pressure Effective time management skills Ability to communicate at all levels
such Risk management and Risk audits Maintenance and upkeep of Land and Buildings Managing workshop requirements Ensure that all compliance records are managed and updated timeously on the WorkFlow System and security legislation Ability to implement, manage and maintain the health, safety and security system to develop alternative strategies and plans to manage changes or situations in the work environment independently and cope under pressure Effective time management skills Ability to communicate at all levels
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
communication skills in English and Afrikaans DUTIES Managing the switchboard Meet and greeting of customers individual requirements Manage Petty Cash Assisting with quotations and invoices Manage filing system, scan
communication skills in English and Afrikaans DUTIES Managing the switchboard Meet and greeting of customers individual requirements Manage Petty Cash Assisting with quotations and invoices Manage filing system, scan