Company: Norcliffe Capital Limited
Location: Remote
Job Type: Part-time, Freelance
Pay: £18.00 per hour
Expected Hours: 20 hours per week
About Us:
Norcliffe Capital Limited is seeking an energetic and organized Operations Assistant/CRM to support the smooth running of our business and manage client relationships. In this role, you will assist our wider team and contribute to the operational and administrative aspects of the company.
Key Responsibilities:
- Liaise with clients and providers, nurturing relationships through regular communication.
- Manage diaries, handle inquiries, and book meetings for the team.
- Respond to emails and adeptly handle client queries.
- Work with our custodian to reconcile applications and funds received.
- Maintain and regularly update the investment register.
- Send post-investment paperwork to professional adviser firms.
- Provide valuations on request.
- Onboard new investee companies, including compliance and KYC checks.
- Review marketing material to ensure it is up to date, relevant, and approved.
- Collaborate with our graphic designer on new marketing materials for Norcliffe and investee companies.
- Issue regular marketing communications.
- Update social media posts and blogs on the company website.
- Support the business while continuously seeking innovative ways to improve operations.
- Comply with Consumer Duty legislation to achieve the best outcomes for clients.
Requirements:
- Strong organizational skills with the ability to multi-task effectively.
- Excellent communication skills (both written and verbal).
- Attention to detail and strong problem-solving skills.
- Tech-savvy and proficient in Microsoft Office with excellent IT knowledge.
- Personable with excellent time management skills.
- Complete discretion and commitment to confidentiality.
- Minimum of 3 years of experience in a similar administrative role.
- A-Level or equivalent education (required).
- Fluency in English (required).
Benefits:
- Work from home.
- Flexible working hours (Monday to Friday).
How To Apply
Contact Page
https://www.norcliffe.capital/about/contact/
Job Link
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