Sales Admin Assistant

Key Responsibilities

• Client background checking - Review and verify submitted client documents, ensuring validity and completeness for account approval.
• Application preparation - Organize and process client applications, ensuring all forms and requirements are accurate and ready for submission.
• Quotation assistance - Help prepare and format quotations based on client needs and company pricing policies.
• Bank coordination - Contact banks to confirm financial qualifications of clients, ensuring compliance with internal standards.
• Sales documentation support - Maintain updated client records, organize sales files, and assist the sales team with follow-ups and reporting.

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Key Qualifications

• Administrative or sales support experience - Previous work in admin roles, particularly those supporting sales or finance teams, is preferred.
• Attention to detail - Accuracy and thoroughness in processing documents and handling client records are essential.
• Strong communication skills - Clear and professional verbal and written communication skills for internal and external coordination.
• Discretion and confidentiality - Ability to handle sensitive client data with professionalism and integrity.
• Technical proficiency - Skilled in Microsoft Office tools (Word, Excel, Outlook) and familiar with  CRM or sales tracking software.
• ‍Finance/banking exposure (advantage) - Experience or knowledge in credit evaluation, banking procedures, or financial background checking is a plus.