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Trade Credit and Surety Solutions Administrator
2 weeks ago
Job Summary
We are looking for a highly organized and detail-oriented administrator to join our team at West Coast Personnel. The successful candidate will be responsible for managing trade credit and surety solutions, ensuring accurate and timely reporting, and providing exceptional support to our clients.
Key Tasks
- Request ageing's from all clients on a monthly basis and ensure they are in an acceptable format.
- Import client credit limits and ageing's into the knowlEDGE system without errors.
- Prepare necessary client reports within 24 hours of receipt and discuss any deviations with the Specialist Broker.
Support Services
- Provide administrative support to the Specialist Broker as required.
- Collate, prepare, and email guarantee schedules to relevant clients.
- Prepare and email monthly financial spreadsheets prior to the end of the month.
Requirements
- Familiarity with knowlEDGE, Vox, Telkom, telephone systems, and WiFi.
- Excellent communication and organizational skills.
