Job Description

Job title: Transactional Administrator

Salary: up to £25,000

Location: Cardiff

Responsibilities:

- Prepare documentation for invoice purchases and funding for new and existing clients.

- Coordinate with the Finance Team to ensure client facility and insurance limits are adhered to.

- Represent mid-office in meetings with the CEO and Finance Team.

- Maintain and update client overviews daily, recording details for internal reference and audit.

- Organize documentation in the document library (GDrive).

- Communicate with clients on new funding and perform due diligence on debtors and invoices.

- Support operational and onboarding teams with compliance documentation as needed.

- Address client queries efficiently, escalating when necessary.

Requirements:

- Able to handle multiple projects and switch between tasks smoothly.

- Proficient in creating and managing data records.

- Previous experience in administration is preferred.

- Familiarity with Google Workspace, including Google Sheets and Gmail, is a plus.

- Clear, confident communicator with strong organisational skills.

- High attention to detail and financially minded.