Specialist broker table view

My client, an independent specialist broker focusing on Trade Credit and surety solutions, is seeking a hands-on, reliable, and accurate administrator to join their team. Duties & Responsibilities

Duties:

Reports: Request ageing’s from all clients on a monthly basis. Ensure that ageing’s are in an acceptable format. Address any discrepancies with the relevant client. Import client credit limits and ageing’s into the knowl EDGE system without errors. Prepare necessary client reports as stipulated by the Specialist Broker responsible for the client within 24 hours of receipt of the ageing from the client. Discuss any deviations from this time standard with the Specialist Broker. Ensure that client reports are error-free. Discuss any discrepancies around client reports with the Specialist Broker. Adhere to a turnaround time of 48 hours on all tasks unless otherwise directed. On instruction from the Specialist Broker, ensure that declarations are completed...