Portfolio Coordinator
1 month ago
We are seeking an experienced Portfolio Coordinator to join our team in Inverness. As a key member of our Rural Land Management team, you will be responsible for providing administrative support to our clients and stakeholders.
Job SummaryThis role involves providing business administration for client-owned farm and estate businesses, including drafting and issuing statutory documents, managing supplier invoices, and recording tenancy data.
Key Responsibilities- Integral member of the central management team for a large institutional client, providing portfolio administration and supporting client reporting on monthly progress.
- Business administration for client-owned farm and estate businesses, including drafting and issuing statutory documents, managing supplier invoices, and recording tenancy data.
- Manage shared mail and email boxes, composing written replies on behalf of the team, and taking follow-up action as necessary.
- Receive telephone calls on behalf of the team, respond to enquiries where possible, or refer the enquiry if appropriate.
- Energetic and enthusiastic attitude with a willingness to learn and embrace change.
- Able to follow agreed processes accurately and suggest ways to refine systems.
- Excellent level of IT skills, including Microsoft Office applications and MS Teams functionality.
- Understanding and commitment to the confidentiality of our clients.
- Accuracy and attention to detail.
- Positive attitude, well-presented, and articulate.
- Competitive salary: £25,000 - £30,000 per annum.
- Pension scheme.
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