Operations Executive Assistant

About the Company:

This great company is a privately-owned mortgage broker with offices in London, Monaco & Dubai. They arrange finance for high net worth individuals and companies on a global scale - all of whom buy and sell properties in the UK and Europe.

They are a young and growing company with an excellent name in the market and an enviable list of clients.

Salary: £30,000 – £33,000 depending on experience

Location: Office based role near Marble Arch

Purpose of Role:

To ensuring the smooth running of the office, business functions and regular back office controls. Provide assistance to the Director of Compliance and the Director of Operations with day to day tasks across various departments including Operations, Compliance, Finance and general administration. As well as limited involvement with HR and ad hoc errands for senior management.

This role is suited to a candidate that has Mortgage Administration experience with a keen interest in the operational running of the business as will be involved various departments with a view to progress into a more operations focused role.

There will be no mortgage administration requirements in this role, but a good understanding of the mortgage process is key.

While this role’s primary focus will be centred around supporting the Directors, you will be liaising with all company departments and locations, as well as Introducers, Suppliers and Lenders.

Key Skills:

This role regularly deals with highly confidential and sensitive companywide information so a candidate with discretion and trustworthiness is of the utmost importance.

• A successful candidate will have the ability to manage their own time while working to set deadlines.
• Think outside the box and have good foresight for problems that might arise.
• A multi tasker who is able to adapt to changing business requirements
• Experience with Office 365 suite and Adobe.
• General IT knowledge would be advantageous.
• Keen to learn new skills.

Main Responsibilities

Completing various Compliance and Finance checks and tasks

• Data preparation for various departments
• Taking client payments
• Assisting with CRM updates (Hubspot)
• Managing Introducer and Lender onboarding
• Managing and tracking Introducers through to payment
• Fee chasing
• Delivering end of month reporting
• Minuting meetings and managing action points
• Mobile devise management
• Office 365 administration
• Working across company systems and infrastructures to ensure they are up to date and well maintained
• Assisting with limited HR tasks
• Managing staff personnel data
• Managing staff expenses
• Assisting with new starter onboarding and induction training and staff exit process
• Sending and requesting employment references
• Assisting in the planning and implementation of company projects and events
• Main point of contact for the office and central keyholder
• General office tasks such as scanning, welcoming guests, post management, stuff sustenance, preparing documents etc
• Ensuring the office is a well-maintained working environment
• Managing office supplies and inventory
• Managing staff travel arrangements

All training to be provided.

Qualifications:

None required but a good understanding of the mortgage process will be helpful to assist with your progression.