IGrow Wealth Investments Group of Companies, proudly positioned as South Africa's #1 Investment company, is looking for a highly organised and client-focused Onboarding Portfolio Manager to join our team in Durbanville, Cape Town.
In this role you will be the key point of contact for investors and tenants transitioning onto the IGrow platform, ensuring a smooth, efficient, and professional onboarding experience from day one.
To qualify for this position you need:
Matric Qualification
Previous working experience within the property industry.
Proficiency in data entry and CRM/property management. systems.
Strong administrative and organisational skills.
Detail orientated.
Excellent communication skills. (verbal and written)
Ability to manage multiple tasks.
Deadlines driven.
Customer-focused approach with strong problem-solving abilities.
Duties and responsibilities include, but not limited to:
Onboarding & Client Management
Oversee and administer the onboarding process for tenants transitioning from other rental agencies to IGrow.
Manage onboarding for investors who have purchased units in tenanted developments.
Communicate proactively with clients to keep them fully informed throughout the onboarding process.
Liaise with all relevant stakeholders on a weekly basis, providing progress updates and resolving concerns.
Administration & Systems
Receive rental applications, open files, and prepare all required documentation.
Upload leases and debit order forms to WeconnectU.
Create property, tenant and invoice records on WeconnectU.
Maintain accurate and up-to-date records across all relevant systems.
Ensure all required documentation and information is received in a timely manner and remains current.
Financial & Account Management
Determine which utility and municipal accounts are being paid on behalf of landlords.
Redirect accounts to IGrow and ensure correct monthly payments are processed.
Attend to monthly reconciliation of rental payments across the allocated portfolio.
Process monthly account payments for landlords and attend to deposit refunds within 14 days.
Load deposit processing fees on all deposit refunds.
Arrears & Legal
Follow up on tenants in arrears in line with the strict arrears process; issue letters of demand by the 4th of each month.
Keep investors updated on any late payments at all times.
Instruct attorneys to proceed with evictions on behalf of owners where requested.
Negotiate lease renewals in accordance with the correct financial projection.
Property & Maintenance
Attend to initial maintenance concerns raised by tenants or investors and escalate to the relevant party.
Monitor maintenance progress.
Conduct monthly walk-arounds of managed blocks and report findings to managing agents; follow up on outstanding items.
Attend AGMs for allocated blocks, in person or via the preferred online platform.
Send vacating checklists to all tenants who submit notice on the allocated portfolio.
Compile and distribute monthly lists of vacating tenants to the team.
Action warning letters received from the Body Corporate, forward to tenants, and track resolution.
Attend to issues with water and electricity accounts.