
Finance Administrator
23 hours ago
We are seeking a highly skilled Investment Administrator to provide critical support to our New Markets Tax Credit team.
About the Role- Support transaction closings by organizing checklists, tracking deliverables, and coordinating schedules.
- Maintain deal folders, data rooms, and filing systems to ensure all documentation is accurate and up-to-date.
- Document transaction milestones for internal records.
Main Responsibilities
- Monitor and manage group email inbox, ensuring timely routing and responses to incoming requests.
- Manage reporting documents received from borrowers and organize them in our SharePoint according to protocols.
- Schedule meetings and coordinate calendar invites for internal and external stakeholders.
- Assist with document drafting, including cover letters, signature pages, and templates.
- Participate in process improvement initiatives to enhance efficiency.
Core Competencies
- Excellent communication, organizational, and interpersonal skills, with ability to work under tight deadlines.
- Bachelor's degree or equivalent experience in finance, real estate, project management, nonprofit, or administrative support roles.
- Strong organizational skills with excellent attention to detail.
- Effective communicator with professional email and phone manner.
- Proficiency in Microsoft Office (especially Outlook, Excel, Smartsheet, and Word); familiarity with file-sharing platforms preferred.
- Eagerness to learn about community development finance, NMTC, or impact investing.
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