To assist the Business Finance team with the smooth administration of clients’ portfolios, particularly in terms of the preparation and sourcing of information for clients’ applications while being sales focused.

KEY AREAS OF RESPONSIBILITY Customer relationship management Administration of client portfolios Financial assessment and analysis Preparation of credit applications and sourcing information Ensuring the smooth running of the accounts Being sales focused with the ability to cross sell and upsell Dedicated support and back up to the Account Executive

DESCRIPTION OF TASKS Superior customer service and sales support to the Account Executive Administration of client’s portfolios, sending emails, applying for Bank, K. I. Reports and Trade References, filing, ensuring FICA compliance of new clients and other admin related duties Assessment and spreading of financial statements and management accounts together with cash flow and budget projections, as w...