Sales & Operations Executive - Administration

3 weeks ago


Reading, United Kingdom M2 Professional Recruitment Services Ltd Full time

Our client, one of the UK’s leading independent providers of Financial Services to businesses requires a Sales & Operations Executive to join their team.

**Key Responsibilities**:

- Liasing with the sales team and operations team in the take on process.
- Setting up accounts.
- Loading client and ledger information.
- Ensuring conditions are met and information is received prior to take on and reporting if not
- Carrying out verification prior to first payment
- Interfactor transfers (i.e Letters raised to interfactors)
- Completing handover from the first payment to the relationship managers
- Ensuring files are signed and completed for audit purposes
- Raising legal docs when required
- Completing personal and company searches
- Ensure all data is recorded completely, accurately and in accordance with GDPR guidelines

Key Requirements:

- 2+ years of office administration experience.
- Excellent written and verbal communication
- High attention to detail
- Experience working within an Invoice Finance facility would be beneficial however not essential.


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