Financial Assistant

2 days ago

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Talent Sam

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Recruitment • BPO • Offshore Staffing • Candidate Screening • Team Building

11 - 50

Description

• The primary responsibilities of this role include reviewing and scrubbing bank statements. • Communicating with clients to guide them through the funding process. • Maintain detailed records of client interactions, funding progress, and documentation received. • Coordinate with internal teams to streamline the funding process.

Requirements

• Previous experience as a Bookkeeper or in a financial services role is required. • Strong understanding of bank statements and financial documentation. • Excellent communication skills, both verbal and written. • Highly organized, with the ability to manage multiple tasks and priorities. • Proficient in Microsoft Office Suite (Excel, Word) and CRM software. • Strong attention to detail and the ability to work independently. • Customer service experience is a plus.