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Portfolio Coordinator

1 month ago

Reading, Reading, United Kingdom Gold Group Ltd Full time
{"title": "Portfolio Administrator", "description": "Job Title: Portfolio Administrator

We are seeking a highly organized and customer-focused Portfolio Administrator to join our Solar PV ground mount Portfolio Team based in Reading.

As a key member of our team, you will be responsible for assisting the Portfolio Manager and responding to customer inquiries and concerns.

You will also coordinate with field engineers to prioritize and plan jobs based on urgency, process job sheets for engineers, and liaise with and schedule subcontractors.

Additionally, you will arrange travel and accommodations, create customer information packs, and compile monthly reports by extracting and manipulating data.

You will also manage document control, including purchase orders, goods received, and invoicing, and monitor site performance and perform basic fault analysis.

Key Responsibilities:

  • Assist the Portfolio Manager and respond to customer inquiries and concerns
  • Coordinate with field engineers to prioritize and plan jobs based on urgency
  • Process job sheets for engineers
  • Liaise with and schedule subcontractors
  • Arrange travel and accommodations
  • Create customer information packs
  • Compile monthly reports by extracting and manipulating data
  • Manage document control, including purchase orders, goods received, and invoicing
  • Monitor site performance and perform basic fault analysis

Requirements:

  • Proficient in CRM systems and MS Office (Word & Excel)
  • Confident with telephone interactions maintaining a professional telephone manner, and accurate document processing
  • Ability to work under pressure, multitask, and meet deadlines
  • Commercially savvy, with an eye for identifying value drivers
  • Self-motivated and able to work independently with minimal supervision
  • Communicates clearly with internal and external stakeholders

Desirable Experience:

  • Service sector experience is preferred but not required
  • Client-focused solution experience is a plus, but not essential
  • Similar technical experience is advantageous, though full training will be provided

At Gold Group Ltd, we are committed to providing a safe and inclusive work environment. If you are a great communicator with strong organization and customer service skills, we encourage you to apply for this exciting opportunity.

"}