Business Support Coordinator

Portfolio Group Ltd
Cardiff, United Kingdom
2 days ago

Role details

Contract type
Permanent contract
Employment type
Full-time (> 32 hours)
Working hours
Regular working hours
Languages
English
Compensation
£ 30K

Job location

Remote
Cardiff, United Kingdom

Tech stack

Microsoft Excel
Microsoft Dynamics
Microsoft Office
Data Management

Job description

  • Maintain accurate, up-to-date project, client, and APCO data in the CRM.
  • Support process improvements and automation to enhance productivity and reporting.
  • Source, record, and manage all project data, ensuring timely declarations and clear audit trails.
  • Liaise with the finance team to minimise late payments and track outstanding debt.
  • Manage the Expression of Interest (EOI) process, ensuring all contacts are engaged and recorded.
  • Promote the business' products and services through regular stakeholder interaction.
  • Track and monitor payments on registered projects with Partners and Appointed Companies.
  • Provide training and guidance on the systems to ensure effective project data management.
  • Monitor, adjust, and report on project income forecasts with the CSM and Office Manager.
  • Support variance reporting and help minimise monthly/quarterly variations.
  • Register, track, and progress leads through the system.
  • Produce regular KPI and project performance reports.
  • Collaborate with the client's colleagues and undertake additional duties as required.

Requirements

Do you have experience in Procurement?, * Experience in finance/administration roles with data reconciliation, CRM use, and strong customer service skills.

  • Proficient in Excel, Microsoft Office and Microsoft Dynamics, with excellent written and verbal communication.
  • Strong numeracy, analytical skills, and high attention to detail.
  • Highly organised, calm under pressure, and confident in decision-making.
  • Positive, proactive, dependable, and able to build strong professional relationships.
  • Team player with strong interpersonal skills, IT literacy, and the ability to produce clear reports.

Benefits & conditions

  • £30,440 salary per annum
  • 22% pension contribution
  • Wellbeing allowance of £300 pa via a portal (taxable)
  • Discretionary annual bonus
  • 34 days holiday plus bank holidays, with the option to buy up to 5 additional days
  • 36-hour work week, 9am starts
  • Birthday leave
  • Private Medical Insurance and Health Cash Plan after probation (taxable)
  • Enhanced maternity and paternity pay (after 1 year of service)
  • 10 days per year 'work from anywhere' opportunity
  • 1.5 days personal volunteering leave and team volunteering opportunities
  • £1000 pa individual training budget and development support
  • Cycle to work scheme and employee discounts
  • Long service awards
  • Option for up to 1 year sabbatical after 5 years
  • Employee Assistance Programme

About the company

The Portfolio Group is proudly partnered with a national organisation, with a legacy spanning over 56 years in procurement and construction, distinguishing itself as the UK's first framework provider of its kind.

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