Investment Support Administrator
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Job Location:
Newcastle upon Tyne - UK
Monthly Salary:
Not Disclosed
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
We are looking for a highly organised and proactive administrator to supportour Investment and Portfolio teams. You will play a key role in ensuring the smooth and efficient delivery of investment processes portfolio management activity and ongoing departmental operations.
Key Responsibilities
In this varied and fastpaced role you will:
- Carry out Customer Due Diligence (CDD) checks at key stages of the investment process including online ID verification and credit searches.
- Support investment deal progression coordinating legal and drawdown documentation and ensuring all required information is in place prior to loan completion.
- Assist with the handover of new investments to the Portfolio team.
- Maintain accurate data acrossCustomer Relationship Management (CRM) systems SharePoint and Loan Admin System.
- Respond to customer enquiries throughout the life of a loan.
- Coordinate meeting logistics including room bookings agendas documentation and minutetaking.
- Assist with monthly and quarterly investor reporting.
- Support financial processing including raising purchase orders and handling invoices.
- Build knowledge of investment and postinvestment processes over time.
- Undertake any additional tasks as required to support the departments operational needs.
About You
- Excellent written verbal and interpersonal communication skills.
- Strong organisational skills with the ability to prioritise under pressure.
- Attention to detail and a commitment to highquality work.
- Ability to work independently as well as collaboratively.
- Confidence in decisionmaking.
- Motivation to develop expertise in investment processes.
- Proficiency in Microsoft Office applications (Word Excel PowerPoint Outlook).
Desirable:
- Understanding of Limited Partnership fund reporting.
- Knowledge of the SME business environment.
About us
FW Capital provides flexible finance to dynamic businesses in the North and South West of England as well as the whole of Wales.
Were a specialist in SME finance and we deliver a number of investment funds set up to help businesses thrive.
We can support businesses in the following ways:
- Loans from 100000 to 2m to support growth and expansion.
- Property development loans from 250000 to 7 million.
The Benefits
An employer of choice
We continuously monitor industry best practices so we can deliver excellence while offering our colleagues flexibility and a great work/life balance:
- Offering a competitive salary and benefits package
- Providing office spaces and a work environment that promotes smarter working
- Encouraging ourcolleaguesto adopt a working pattern that fits in with their personal circumstances as well as the business needs
We champion an equal and diverse workplace and continually implement strategies to make sure were always achieving this:
- Delivering awellbeing programmeeach year targeted at physical and mental wellbeing
- Achieved certification by Great Place To Work and included in the UKs Best Workplaces list
- Using exit interviews to seek feedback and continuously improve
- Acting on feedback from annual staff surveys and other feedback throughout the year
- Continuously reviewing performance statistics and acting where appropriate
We deliver a dedicated wellbeing strategy that supports the mental physical and financial wellbeing of our colleagues:
- Aligning our objectives with our business goals and recognising great performance
- Investing in our colleagues development by providing a range of training opportunities to meet individual team and business needs
- Rolling out the career progression framework providing a structured opportunity to progress all parts of the business
People are our greatest asset and fundamental to our longterm success:
- Delivering smarter working and digital transformation measuring the impact on job satisfaction and productivity
- Holding regular innovation workshops and encouraging agile projects through our project initiatives
- Promoting an inclusive culture through regular newsletters and communication and a collaborative means of gathering and using feedback from across the Development Bank Group
- Actively seeking feedback from our colleagues particularly at the half year and annual events
The benefits
Below is a taste of what we offer. Check out the full listhere.
Wellbeing
Career progression
Hybrid
working
Work life
balance
Documents
Required Experience:
Unclear Seniority
Key Skills
- Active Directory Administration
- Financial Services
- Benefits & Compensation
- Cosmetology
- Architecture
