trade credit underwriting assistant

Overview

Who you'll be working for

What requirements you'll need to be eligible

• Min Higher Nitec
• Simple to Advance Microsoft skills
• Ability to demonstrate the use of initiative and a proactive approach in work
• Independent

What you'll be doing on the job

• Raise / produce client invoices
• Update client documents (Terms & Conditions, FAQs etc) with minor changes (dates / card types etc)
• Arrange translation of client documents (as above)
• Review broker / client reports for accuracy
• Replicate product development documents
• Update / format presentation material for client meetings / pitch documents
• Produce / reformat Local Service Agreements (based on existing Global Agreements)
• Liaise with teams to maintain / update documents on the client portals
• Maintain database of clients’ portfolios and documents in team's shared folders
• Collate documentation to support compliance investigations
• Work with global & local teams to ensure centralized databases reflect accurate / up to date documentation
• Provide general administrative support to the APAC TC team

Consultant Contact