Analyst & Executive Team Assistant

Our client a leading finance provider based in the United Kingdom is seeking an Analyst & Executive Team Assistant to join the successful expanding team.

As Product Executive & Team Assistant you will be an all-rounder, responsible for a wide variety of tasks to support the Mortgage Officer and the wider mortgage team to ensure the smooth running of day-to-day activities. You will be supporting three people, so it is important that you can juggle tasks and understand different working styles, as well as handling last minute requests.

An ideal role for somebody who is great with data analytics and seeking a role that offers growth and progression. For the right person, could lead to further opportunities in product development, management information (MI) or project management/change.

This role is office based on site in the luxury Westminster Office.

Key Responsibilities:

• Keeping competitor and market analysis up to date for Mortgage rates
• Assisting with various product management tasks to support delivery, learning wider parts of the role over time
• Keeping certain weekly/monthly Powerpoint presentations up to date with the latest management information (MI)
• Attending meetings & taking minutes
• Help organise meetings, room bookings and any facilities required
• Ensure any issues are highlighted in a timely manner, with any follow up actions undertaken promptly
• Running and issuing MI reports using Excel or Microsoft Power BI - eventually growing to be able to develop reports
• Support team with various project management plan updates, system admin tasks (e.g., creating new users, unlocking accounts etc), or testing
• Daily management of team email accounts
• Preparing & drafting emails
• Drafting replies to correspondence, collating information from other team members, and ensuring timely responses
• Preparation of presentations & reports using Power Point
• Undertake any other ad hoc duties as required

Skills

• Providing a high-quality of work, with a proactive attitude
• The ideal candidate should have previous experience in the financial services industry, ideally mortgages or bridging Loans
• Warm and personable attitude
• Being able to work at pace with a high level of accuracy and attention to detail
• Articulate with outstanding verbal and written communication skills
• Proficient with all MS Office packages, including Word, Excel (intermediate or advanced preferred),& Power Point. Power BI or SQL a bonus
• Excellent organisational and time management skills
• Ability to manage business correspondence
• Excellent problem-solving skills, the ability to research and an aptitude for helping other people
• Self-motivated
• High-level of confidentiality
• Ability to take ownership of all tasks,following up on outstanding items