Investor Support Officer French and Spanish speaking
Are you fluent in French, Spanish and English? Do you enjoy supporting people and making a meaningful impact? Support our global community of investors with care, clarity, and professionalism.
The department
The Operations Unit is responsible for enabling, executing and managing support functions across the organization.
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 is client facing and 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 in acquisition opportunities.
Qualifications
- Bachelor Degree;
- 1-2 years’ experience in an administrative or operational environment, preferably client facing;
- Familiarity with regulation in financial markets is a plus;
- 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;
- Fluency in Spanish, French and English is mandatory.
Competencies
Accuracy, Hands-on, Can-do mentality, Problem analysis and assessment, Initiative, Client and service orientation, Cooperation, Verbal communication and presentation, Written communication.
Benefits
- Impactful Work; Contribute to meaningful social and environmental change.
- Professional Growth; you will have access to training and learning opportunities.
- Work-life balance: you will benefit from a flexible work environment where you can work from home approximately 50% of the time.
- Collaborative Environment: Work with passionate professionals dedicated to impact investing and sustainability.
Additional remarks
The role is open for 32 hours a week.
How to apply
Please send your cover letter and resume in English via the apply button.
Oikocredit is an equal opportunity employer. We value diversity and are committed to creating an inclusive work environment that embraces individuals from various backgrounds.
- Department
- Investor Engagement
- Locations
- Central Office Amersfoort
- Remote status
- Hybrid
About Oikocredit International
Oikocredit is a social impact investor and worldwide cooperative with almost five decades of experience in leading positive change through investments in financial inclusion, agriculture and renewable energy. To achieve a greater social impact, Oikocredit’s new strategy has a clear community-focused approach. Whether it’s working with our partners to meet the needs of low-income people or bringing together our members and investors, a community-focused approach will benefit all areas of our work.
Oikocredit is guided by the principle of empowering low-income people to improve their quality of life, Oikocredit supports partner organisations in Africa, Asia and Latin America with loans, equity investments and capacity building.
Oikocredit is financed by individuals and institutions who want to be part of a global movement for social change. Our investments prioritise social impact while safeguarding the environment and generating fair financial returns.
We’re a global organisation with local presence, able to respond to our partners’ needs and strengthen them by offering more than financing. Oikocredit has more than 300 members of staff in around 20 countries with over 30 nationalities.