The Role
The Administrative Assistant verifies client documents, ensures compliance, coordinates with teams, maintains records, and supports the onboarding process.
Summary Generated by Built In
- Review and verify client documents including bank statements, MOA, trade licenses, and other financial or legal documents
- Ensure accuracy, completeness, and compliance of all submitted files
- Maintain and update records using CRM systems and internal tools
- Coordinate with internal teams (sales, operations, credit, etc.) to ensure smooth workflow
- Identify missing information and follow up promptly
- Support the process of onboarding and funding by ensuring documentation meets company standards
- Contribute to continuous improvement of verification processes
Requirements
- Proven experience in document checking or verification is preferred
- Exceptional attention to detail — accuracy is the most critical part of the role
- Highly organized, with strong prioritization skills
- Fast learner with the ability to adapt to new systems and procedures
- Very good English (written & verbal)
- Quick-wittedness and ability to troubleshoot inconsistencies
- Ability to work with CRM or software platforms
- Strong team player with excellent coordination and communication skills
- Experience in financial services or funding industry (B2C or B2B) is an advantage
Benefits
- Competitive Salaries
- Hybrid working environment
- Paid time off
- Healthcare coverage
- A highly collaborative team environment that will support your professional and personal growth
- A culture of learning and innovation
Top Skills
Crm Systems
Software Platforms
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The Company
What We Do
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