Administrative Officer - Finance and Legal Documentation - Remote

Overview

We are seeking a proactive and detail-oriented Administrative Officer to join our Advisory team, supporting positive outcomes for individuals and businesses experiencing financial hardship.

In Short

• Act as the first point of contact for clients via email and phone.
• Enter and maintain client data in the CRM.
• Provide general administrative support to senior team members.
• Prepare and manage client engagement documents.
• Liaise with clients to collect financial information.
• Handle sensitive and confidential information with discretion.
• Monitor case progress and follow up on outstanding information.
• Maintain a high standard of professionalism.
• Schedule client meetings via phone or Zoom.
• Prepare written applications for payment arrangements.

Requirements

• Excellent communication and organisational skills.
• Ability to handle sensitive financial information.
• Detail-oriented and proactive approach.
• Experience in administrative roles.
• Professionalism and initiative.

Benefits

• Flexibility in managing work schedule.
• 100% remote work opportunity.
• Engagement directly with clients.
• Supportive team environment.