STRATA PLANNER ASSISTANT
Location: Kelowna, BC
Position Status: CLOSED
Our Kelowna, BC client is looking to add a Strata Reserve Planner Assistant to their busy, growing team. This position will provide accurate, complete and timely strata reserve fund and depreciation research, data and reports to clients.
Responsibilities:
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
Maintains strong relationships with clients
Requirements:
Knowledge of building components, construction, and financial documents
Certified Reserve Planner designation (preferred)
Diploma/ Degree or equivalent experience
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
High attention to detail
Proficient organizational and time management skills
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
If you are interested in applying for this position, please email resume with salary expectations.
We thank all those who express interest in this opportunity however only those short-listed we be contacted.
