Transactional Administrator
Transactional Administrator
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Job Description
Job Description
Job title: Transactional Administrator
Salary: up to 25000
Location: Cardiff
Responsibilities:
Prepare documentation for invoice purchases and funding for new and existing clients.
Coordinate with the Finance Team to ensure client facility and insurance limits are adhered to.
Represent midoffice in meetings with the CEO and Finance Team.
Maintain and update client overviews daily recording details for internal reference and audit.
Organize documentation in the document library (GDrive).
Communicate with clients on new funding and perform due diligence on debtors and invoices.
Support operational and onboarding teams with compliance documentation as needed.
Address client queries efficiently escalating when necessary.
Requirements:
Able to handle multiple projects and switch between tasks smoothly.
Proficient in creating and managing data records.
Previous experience in administration is preferred.
Familiarity with Google Workspace including Google Sheets and Gmail is a plus.
Clear confident communicator with strong organisational skills.
High attention to detail and financially minded.
#LIPB1
Required Experience:
Unclear Seniority
Employment Type
Full-Time
