Job Description

Working alongside the company to provide finance and risk management support to the Relationship Management team in accordance with our protocols, to include the following:

• Project managing the annual billing cycle, including the distribution of invoices to our clients
• Following defined processes for client billing
• Liaising with the wider our firms on inter-territory bills and keeping client account plans up to date
• Supporting with the collection of debts
• Understanding and coordinating risk management
• Updating and maintaining various risk trackers
• Coordinating with internal teams on annual risk renewals
• Assisting with ad hoc risk queries and responding to network risk questionnaires
• Preparing and assisting with client communications
• Progress monitoring and reporting
• Attending internal meetings

Required Knowledge, Skills, and Abilities