Responsibilities
Platform Operations
1. Management of transactions
2. Approving transaction steps
3. Monitoring bank account transactions
4. Customer support
5. User set up
6. Troubleshooting
7. Platform demonstration
8. Operational support
9. Back-office sales
10. Encourage greater utilisation
11. Sign up new suppliers
12. Reporting targets to sales team
13. Liaising with Lender/Corpay
14. Managing Lender audit
15. New client meetings
16. Handovers from Sales
17. On-boarding/platform training
18. Overdue monitoring and management of the default process
Compliance
19. Client On-boarding
20. KYC platform sign-off
21. Buyer/Seller support
22. File management
Finance / Accounts
23. Monthly data input/income deferrals for Management Accounts
24. Invoice processing/payment
25. Assistance with year-end audit reports and liaising with onsite audit staff their audit queries
26. Assisting the Finance Director with monthly management accounts and uploading of invoices and accounts payables on Xero.
AdHoc Support
27. Assist with marketing strategies
28. Providing support to CEO/FD in respect of reporting, forecasting, cashflows etc.
29. Preparation of board information and the completed board pack when required.