Team Assistant

Enra Specialist Finance; Watford; On-site; GBP 40,000 - 60,000; Full time

Job summary

A financial services company is seeking an administrative professional to manage case files and assist case and portfolio managers. Key responsibilities include preparing loan documentation, inputting data into systems, and liaising with external parties. The ideal candidate will have strong telephone skills, attention to detail, and the ability to work well in a team. Previous administrative or financial experience is a plus. This position is located in Watford, United Kingdom.

Qualifications

• Good telephone skills and attention to detail are essential.
• Experience in an administrative role is desirable.
• Flexibility and ability to work in a team are important.

Responsibilities

• Prepare and manage case files, including online searches.
• Input and manage data in systems.
• Assist case and portfolio managers.
• Liaise with external parties such as valuers and solicitors.
• Manage filing systems and ensure accurate record keeping.

Skills

Good telephone skills

Ability to work as part of a team

Good verbal communication skills

Attention to detail

Education

Basic knowledge of Word, Excel and Outlook

Experience in an administrative role

Previous financial experience

Job description

Key Accountabilities

• Making up of case files including basic online searches such as Land Registry, Credit Searches, Company searches, Rightmove searches
• Data input and management into systems
• Preparation of loan documentation
• Assisting case managers & portfolio managers with preparing credit papers
• Liaising with external parties, i.e. valuers, solicitors & monitoring surveyors
• Loan book servicing functions to include checking charge registration, along with managing redemption funds and security releases
• Assisting with the collection and analysis of sales data including the number of enquiries, terms issued, applications received, and facilities completed
• Answering incoming calls to the team, distributing calls and messages
• Management of filing systems involving scanning and archiving files

This list is not exhaustive and the duties are liable to change from time to time in line with the needs of the department.

Skills & Competencies

• Good telephone skills
• Ability to work as part of a team
• Good verbal communication skills
• Attention to detail

Knowledge & Qualifications

• A basic knowledge of Word, Excel and Outlook is required
• Experience in an administrative role is desirable
• Previous financial experience would be advantageous but not essential

Personal Attributes

• flexible
• articulate
• calm and self-assured
• well organised
• punctual