Documentation:

• Maintain and organize financial documents, including invoices, receipts, and bank statements.
• Assist in the documentation of procedures and policies related to transactional operations.
• Support the team in filing and archiving transactional records.

Communication:

• Liaise with banking institutions and vendors as necessary.
• Respond to inquiries related to transactions and documentation.
• Provide timely updates to management on transaction statuses and documentation needs
• Collaborate with different teams within the organization
• Provide assistance to customers and clients

Preferred Qualifications:

• Nice to have knowledge, background or experience processing vehicle repair or services and maintenance documents.
• Strong understanding of transactions and financial documentation.
• Proficiency in using Excel, Word, and Google Sheets.
• Excellent organizational skills and attention to detail.
• Strong written and verbal communication skills.
• Ability to manage multiple tasks and prioritize effectively.
• High level of integrity and confidentiality in handling financial information.

Preferred Qualifications

• Associate’s or Bachelor’s degree in Finance, Business Administration, or a related field.
• Familiarity with processing documents particularly for automobile services and transactions.