Job Description

Job Title: Associate / Commercial Assistant

 

Location: Cardiff

 

Job Type: Full-time

 

Reports To: Associate / Ops Director / Partner

 

 

Job Summary:

 

We are seeking a detail-oriented and organised Commercial Assistant to join our Commercial team. The ideal candidate will provide support by performing various tasks related to business development, account management and deal development.

 

 

Key Responsibilities:

 

• Conduct research on market trends, competitors, and potential clients to provide actionable insights and support business strategy development.

 

• Help maintain and develop strong relationships with existing clients by assisting in communication, managing inquiries, and scheduling meetings.

 

• Collaborate with internal teams to ensure smooth project delivery and execution for clients.

 

• Attend business events, networking opportunities, and conferences to support the company's business growth.

 

• Maintain accurate and up-to-date commercial records, data, and client information in the CRM and other databases.

 

• Conduct customer analysis, competitor research, and contribute to the identification of new business opportunities.

 

• Ensure the timely preparation and filing of customer information, contracts, agreements, and other commercial documents.

 

• Work closely with the finance, operations, and transactional departments to ensure smooth communication and alignment on projects and business targets.

 

• Assist the commercial team with any ad-hoc tasks, including travel arrangements, meeting coordination, and presentation preparation.

 

• Assist the Commercial team with initial client onboarding and document review.

 

• Attend weekly Commercial team meetings.

 

• Support the team with KYC and AML processes.

 

• Perform general administrative tasks as needed.

 

 

Qualifications/Experience required:

 

Previous experience in financial services/ Invoice Financing/ merchant banking would be an advantage.

 

 

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