Job Description

Overview

Investa Finance is a directly authorised mortgage advice firm, specialising in residential, Buy-to-Let, portfolio landlords and complex lending. We are seeking a highly organised

Personal Assistant & Operations Coordinator

to support the Managing Director and keep the business running smoothly during a key period of growth.

Duties

Manage the Managing Director's diary, inbox and priorities Track tasks, projects and internal workflows Onboard clients and maintain CRM data accuracy Liaise with lenders, solicitors and clients to progress cases Handle incoming calls and book appointments Prepare documents, organise files and support compliance checks Issue invoices and complete basic monthly reconciliations Coordinate team meetings and adviser updates Support marketing admin (social media posts, organising and scheduling content) Other general admin tasks including keying applications Look for ways to improve processes and keep the business organised

Requirements

2+ years' experience in PA, admin, operations or customer service roles Highly organised with strong attention to detail Excellent communication skills (written & verbal) Tech-confident (One Drive, CRMs, MS Office, Excel, Trello etc.) Professional, proactive and able to manage multiple priorities Discreet, reliable and happy working in a small, fast-paced firm Mortgage/financial services experience helpful but not essential Must be able to commute reliably to Forest Gate, London
This position is ideal for a motivated individual seeking a challenging role that combines organisational expertise with administrative support. The successful candidate will play a vital role in ensuring the efficiency of daily operations within our organisation.

Job Type: Part-time

Pay: 20,800.00 per year

Expected hours: 25 per week

Work Location: In person