Financial Services Administrator at RecruitMyMom

Job Description

• Contributing to an expanding financial services environment, this full-time hybrid role offers an opportunity to support operational and legal efficiency within an established credit provider. The position balances legal administrative functions with active client relations, playing a pivotal part in facilitating smooth transaction processes from inception through to post-deal maintenance.
• Operating under a structured hybrid model, the role focuses on bridging communication between internal consultants, external attorneys, and clients. The environment values technological adaptation, specifically the integration of AI tools within business development and daily workflows, offering a progressive space for an independently orientated professional.

Key Responsibilities

• Legal Documentation: Collaborate with internal consultants to draft client term sheets and legal contracts, ensuring accurate dissemination to relevant parties.
• Stakeholder Liaison: Act as a central point of contact between consultants and external attorneys to maintain momentum during contract negotiations and completions.
• Compliance and Risk Control: Review and verify that all necessary FICA documentation is received and compliant with established standards.
• Financial Administration: Monitor and follow up on client outstanding payments to support cash flow management.
• Client Relations and Support: Co-ordinate and schedule client meetings while managing ongoing customer service queries.
• Systems and Process Management: Utilise and maintain the internal CRM system to ensure updated client data and post-deal maintenance.
• Digital and Tech Integration: Assist with social media marketing initiatives and support the practical incorporation of AI technologies into business development processes.

Requirements
Essential Requirements

• Proven experience working as a Financial Administrator or related role within the financial services sector.
• Demonstrated ability to liaise professionally with corporate clients, consultants, and legal professionals.
• Financial administration capability, specifically around payment follow-ups.
• Highly organised approach with a willingness to learn and adapt to new workflows.
• Ability to work independently and maintain flexibility within a growing business framework.

Desirable Requirements:

• Credit experience gained from working alongside a credit analyst.

Required Software Skills

• CRM system experience
• AI tools and technology application proficiency.