Trustee/ Director meeting attendance as required by individual buildingsChairing and/ or taking minutes of Trustee/ Director meeting as required by individual buildingsActioning items resulting from Trustee/ Directors meetingDetermine date, time and venue for AGM/ SGM according to legislation and Trustee/ Director availabilityOversee the scheduling of AGM/ SGM for BC and HOA in property cell within legislative frameworkPreparing for AGM/ SGM: budget… Show more Trustee/ Director meeting attendance as required by individual buildingsChairing and/ or taking minutes of Trustee/ Director meeting as required by individual buildingsActioning items resulting from Trustee/ Directors meetingDetermine date, time and venue for AGM/ SGM according to legislation and Trustee/ Director availabilityOversee the scheduling of AGM/ SGM for BC and HOA in property cell within legislative frameworkPreparing for AGM/ SGM: budget, special project quotes, quorum info, insurance schedule etcAttending AGM/ SGM for all BC and HOA in property cellChairing and/ or taking minutes of AGM/ SGM as appropriate, and in accordance with relevant legislationActioning items resulting from AGM/ SGMComplete post-AGM checklistUpdating changes to information resulting from AGM/ SGM eg levy increase, special levyMonthly Levy Run            Providing info to FC for monthly levy statement runOversee monthly statement runApproving snap shot and levy roll before live runEnsuring statement run occurred for each building in portfolioMonthly ReportProviding info to FC for monthly financial reportsOversee monthly reporting processApproving monthly reports before sending to Trustees/ DirectorsEnsuring monthly reports are generated for each building in portfolioReports to be checked and distributed by priority listLiaison Building and maintaining relationships with Trustees/ DirectorsBuilding and maintaining contractor relationshipsBuilding and maintaining relationships with relevant councils and utility management companiesCommunicating with owners directly and via Owners’ LettersConstant feedback and communication with cell and caretakers/ estate managersCompleting Annual Audit in cooperation with tax and Audit Specialist for all buildings in portfolio. Show less

Debt counselling company

Staff compliment: 50Outbound sales call centre.Contracts held: Liberty LifeVodacomMedschemeThe UnlimitedGroupRemark

Banker Responsibilities:Signing on new clients and helping them through the onboarding process.Managing client bank accounts, including opening and closing accounts, and overseeing transactions.Processing deposits, payments, and withdrawals.Authorizing and evaluating overdrafts and loans.Handling other transactions, such as writing cashier checks or money orders, when necessary.Recommending and explaining banking services and products to clients… Show more Banker Responsibilities:Signing on new clients and helping them through the onboarding process.Managing client bank accounts, including opening and closing accounts, and overseeing transactions.Processing deposits, payments, and withdrawals.Authorizing and evaluating overdrafts and loans.Handling other transactions, such as writing cashier checks or money orders, when necessary.Recommending and explaining banking services and products to clients based on their needs.Presenting and cross-selling banking services and products to existing and prospective clients.Collaborating with other banking professionals to ensure high-quality client service.Resolving client queries and complaints.Performing administrative and clerical duties, such as data entry and filing, when necessary. Show less