Job Description

Inverness
Portfolio Administrator
£25,000 - £27,000

The role
I am seeking to employ a Portfolio Administrator for an Inverness based business.

Key deliverables
Business administration for client owned farm and estate businesses, to include issuing statutory documents for signature, managing supplier invoices and accounts, recording tenancy data in online database and managing contractor compliance administration
General administrative duties including but not limited to copy/audio typing, filing, telephone enquiries, expense claims, cost recording, etc.
Manage mail and email correspondence and compose written replies on behalf of the team. Take follow-up action where appropriate, redirecting if necessary and drafting responses where requested
Receive telephone calls on behalf of the team, respond to enquiries where possible or refer the enquiry if appropriate
Business administration for the team to include, producing professional services invoices, helping with recovery of overdue invoices, overseeing minor facilities management works and responding to internal health and safety updates
Format and issue quality documents and valuation/Trustee reports ensuring a high standard of accuracy and presentation is maintained
Organise travel arrangements, making cost effective decisions
Organise and service meetings including providing agendas, producing minutes and ensuring effective follow up action. Make bookings for venues, refreshments and equipment where necessary
Diary management
Maintain and update electronic filing system and data inputting to software systems
Administer client onboarding processes to help the team to meet regulatory requirements, acting as "Know Your Client"/Anti-Money Laundering Administrator
Assist with the management of letting enquiries and uploading of letting particulars to the sales and lettings portal

Person specification
Willingness to learn and embrace change
Able to work under own initiative and able to prioritise workloads
Excellent level of IT skills with a full knowledge of Microsoft Office applications, Word, Excel and Outlook. Use of MS Teams and Sharepoint functionality
Confidentiality
Accuracy and attention to detail
Bright and positive attitude, well-presented and articulate
Familiar with HMRC AML requirements and with experience in an AML administrative post.