Portfolio Assistant

Tandem

Blackpool, United Kingdom

8h ago

The role

Tandem is the bank that makes the world a better place. We empower our customers to do the right thing for themselves and for the planet.

As the world adjusts to find its new normal we believe that people are taking a fresh look at how they use money. They want to build healthy habits that are good for their future and to use their spending power to enable a more sustainable world.

We’re on a mission to proactively help our customers to reduce their carbon footprint and accelerate the UK to net-zero carbon emissions by 2050.

We’re building an amazing team in and we’re looking for an ambitious and purpose-driven Portfolio Assistant to jump on board.

Reporting to the Head of Portfolio Management the Portfolio Assistant will play a key role in keeping the digital team in sync.

Coordinating diaries, following up actions and ensuring reports are submitted in line with committee schedules will help keep the flow of information on track across the team.

If you’re innovative, curious and not afraid of a challenge, we’d love to hear from you. Your voice, ideas and drive will always find a home at Tandem.

Our team

Our recently appointed CTO, Mark Akerman is leading, and already implementing, the company's new technology strategy which will help us achieve our ambitious growth plans.

Mark is an exceptional talent in the Financial Services industry.

Mark is now looking for a very experienced Portfolio Assistant to join our Change team.

What you will be working on :

The successful candidate will be responsible for the following :

Manage & co-ordinate busy diaries & be able to resolve clashes swiftly & troubleshoot or escalate, as appropriate

Oversee due dates for actions arising from meetings

Attend meetings & take minutes & actions, when necessary

Support with e-mail management, where necessary

Assist with the production of documents & presentations & provide support with projects, when required

Communicate professionally both internal & externally with key stakeholders

Operate a continuous improvement mindset with identifying opportunities, making recommendations & executing improvements to systems & processes

Support the PMO delivery team with tasks as and when required.

Co-ordinate arrangements for internal & external meetings (accommodation, itineraries, catering, travel)

What we're looking for :

The successful candidate will demonstrate the following experience skills and behaviours :

Essential :

Strong PA experience to a senior team of Directors

Highly organised & systematic

Efficient & attention to detail with the ability to multi-task

Strong written & verbal communication skills

Excellent time management & organisation skills, with the ability to work on own initiative

Excellent IT skills including Excel, Word, Outlook & PowerPoint

Desirable :

Previous exposure to or knowledge of the Financial Services or Fintech industry, experience in a transformation environment would be particularly beneficial

Experience working in a regulated industry or environment

Qualities we look for :

A passion for championing the customer

Motivated by purpose-led organisations

High levels of personal and professional integrity

An entrepreneurial approach with an ability to operate both at a strategic level and to be hands on

A positive, self-sufficient leader with excellent communication skills, intellect and energy

Very sound judgement and business instinct with a desire to challenge traditional thinking

Highly organised with a flexible approach to working

Communicates a compelling and inspired vision and sense of core purpose

Determined to succeed, high energy with humility and a strong personal drive

A collaborative working style

A very strong work ethic and a focus on delivery

You can find our Applicant Privacy Policy here.

Tandem Money is an equal opportunity employer and are committed to meeting our responsibilities under the Equality Act (2010).

We respect the diverse experience and talents that every individual brings to our Company and we are determined to ensure that no applicant or employee receives less favourable treatment on the grounds of gender, age, disability, religion, belief, sexual orientation, marital status, or race, or is disadvantaged by conditions or requirements which cannot be shown to be justifiable.

Please be aware that background checking (including credit and criminal records checks) form part of our recruitment process.

We will adhere to our duties under the Rehabilitation of Offenders Act 1974.

Our mission is to build a business of the future, that improves people's financial lives.

No agencies please.

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