
Business Support Associate
5 days ago
Who We Are?
Our business operations and culture are deeply aligned with our core values: Connect, Care, and Challenge. We prioritize continuity in our workforce, and our focus on career development, entrepreneurship, and education contributes significantly to our impressive staff retention rate
About the Role:
At Bolder Group, we take pride in our dynamic and forward-thinking approach, committed to delivering exceptional business support that enhances client satisfaction. Our mission is to streamline operations and elevate service delivery to address the diverse needs of our clients. We are currently in search of a meticulous and proactive Business Support Associate to join our team—someone ready to contribute to our continued success and uphold our high standards of service excellence.
Why Join Us?
We foster a supportive and flexible work environment that encourages both personal and professional growth. As part of our collaborative team, you will be valued for your contributions and have access to ample opportunities for success. We believe in empowering our employees and creating an atmosphere where everyone can thrive.
Duties and Responsibilities:
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Invoice creation in NavOne, including invoice query handling
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Support in bank details set-up and/or amendments to investor fund details and brokerage account set-up and access
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Support during fund onboarding by performing document handling and archiving.
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Payments's preparation, document gathering and processing in the bank portal, and payout document creation
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Bank-account set-up management and closing; filling out bank forms (open, change, or close) and creating or deleting users in the bank portal; internal authorization management. Reviewing and checking bank account detail validity
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Document management and archiving support and maintenance of up-to-date records
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Other tasks may come from time to time.
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