Investor Support Officer

About the job

The Investor Support (IS) team is responsible for Oikocredit’s Direct Members and investors investment lifecycle management. This includes servicing investors request, ensuring adherence with compliance guidelines and building and maintain standards for processes, investors and/ or members, as well as supporting the investor and member acquisition process.

The team is client facing, thus must represent Oikocredit’s mission and values at any time they engage with Direct Members and investors. The role works closely with the investor engagement team in the generation of leads and the acquisition funnel to raise capital.

Main responsibilities

• Processes onboarding requests in accordance to internal policies and procedures;
• Processes redemption requests or any other client request in accordance to internal policies and procedures;
• Performs KYC controls in accordance to internal policies and procedures;
• Performs the processes following customer service best practices, adhering to SLA’s;
• Ensures the investor data collected is complete and timely entered into the investor administration application system;
• Contributes to the process design and documentation, as well as flagging gaps in existing procedures;
• Processes timely investors account statements;
• Joins and supports marketing campaigns;
• Generates or identifies contact moments that will result on acquisition opportunities.

Qualifications

• Bachelor Degree
• 1-2 years’ experience in an administrative or operational environment, preferably client facing
• Fluency in Dutch and English is mandatory
• Familiar with AML regulation is desirable
• Yellow belt certificate is desirable
• Sufficiently IT literate to make effective use of the applications and systems required
• Good interpersonal skills
• Excellent customer service orientation
• Conscientious personality, eye for detail

Competencies

Accuracy, Hands-on, Can-do mentality, Problem analysis and assessment, Initiative, Client and service orientation, Cooperation, Verbal communication and presentation, Written communication.

Benefits

• You will be working in an inclusive, international and diverse environment.
• You will benefit from a flexible work environment with a good work-life balance where you can work from home 50% of the time.
• Access to training and learning opportunities.

Additional remarks

The role is offered for 0,9 fte (36 hours per week) for an inititial period of 7 months.

How to apply

To apply, please submit your resume and cover letter in English.

Oikocredit is an equal opportunity employer. We value diversity and are committed to creating an inclusive work environment that embraces individuals from various backgrounds.

Izvor: https://indeed.com/viewjob?jk=a1e02026826e44c3

Nivo: mid level