Reserve Fund & Depreciation Planner Analyst

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Location: Kelowna, BC

Position Status: OPEN

Our Kelowna, BC client, a leader in Real Estate Appraising, is looking to add a Reserve Fund and Depreciation Planner assistant to their busy team.

Responsibilities:

• Provide accurate, complete and timely strata reserve fund and depreciation consultation, advice, and reports to clients.

• Reports to the Senior Certified Reserve Planner

• Consult with clients about their reserve fund and depreciation requirements

• Quote, complete and manage reserve fund, financial model, and depreciation assignments

• Prepare and proofread reports: work directly with client from draft phase to completion

• Review, research, analyze and evaluate market, economic and property data, documents and bylaws and other related documents

• Perform on-site reviews of properties to establish common area and limited common area assets, as well as calculate, quantify and establish replacement cost for all applicable assets

• Present findings to clients

• Develop and maintain data and costing research archive and remain current with relevant laws and regulations

• Prepare material and provide support for Senior Certified Reserve Planner’s participation in business development opportunities such as guest speaking engagements, lunch and learn opportunities, networking events, and additional presentation opportunities

• Interacts with strata managers, clients (Strata Corporations and Strata Managers), and external contractors and service providers

Requirements:

• Certified Reserve Planner designation (considered an asset)

• Diploma/ Degree or equivalent experience

• Knowledge of building components, construction, and financial documents

• Strong knowledge of office software

• Strong critical thinking, analysis and research skills

• Good verbal and written communication skills

• Excellent relationship building and client management skills

• Ability and interest in mentoring

• High attention to detail

• Proficient organizational and time management skills

• Ability to network and market services as a Reserve Planner

• Flexible and adaptable

• Approachable

• Professional and positive attitude

• Team player

• Strong ethics, integrity and confidentiality

• Ability to work well under pressure

• Current valid driver’s license

• Access to reliable vehicle

• Sense of humour

* We thank all those who express interest in this opportunity however only those short-listed we be contacted.