Job Description

Ideal candidate would have worked within Financial Services previously but MUST speak Portuguese or Spanish. Hours of work: 9am - 6pm.

Duties:

• Administrative duties including account set-up, paperwork and filing
• Assisting with Account Management checks
• Providing professional support to clients and partners
• Monitoring and handling client queries in support inbox
• Provide reports with the support of internal systems to clients or other departments
• Assist clients with the deposit and withdrawal process and provide guidance on payment systems
• Dealing with chargebacks
• Administrative Salesforce duties
• Report any potential issues for client facing technology using the monday.com system.
• Providing assistance to the Compliance Department and other executives for preparing regulatory reports and any other administration

Required Knowledge, Skills, and Abilities

Establish and maintain a good & professional relationship with clients, colleagues and partners. Ensure you pay attention to detail in all aspects of the role. Be diligent in keeping on top of support functions, in a timely and professional manner.