Virtual Assistant supporting the underwriting workflow at Wealth Nation, a life insurance agency. Balancing tasks between visionary and systems - oriented leaders while ensuring timely client interactions and insurance processes.
About the role
- Executive Assistant supporting the Director of D2C Investments at Lloyds Banking Group. Responsible for prioritizing and managing office operations in a hybrid work environment.
Responsibilities
- Lead the Executive Office: Coordinate planning, ensuring priorities are aligned, structured, and delivered with pace.
- Support strategic decision-making: Provide input and challenge to influence decisions, create ExCo and Board materials, and keep the Director advised of emerging issues—always with a customer-focused perspective.
- Lead governance and committee outputs: Prepare and coordinate impactful papers for the Insurance Board, Insurance Performance Committee, and other IP&I Committees, ensuring quality contributions and timely follow-ups.
- Act as a trusted advisor: Support the Director and wider team by triaging priorities, maintaining relationships across the Group, and helping navigate a complex, fast-moving environment.
- Ensure strategic risk alignment: Monitor and support alignment of D2C initiatives with Group risk appetite, identifying and mitigating deviations where needed.
- Drive operational excellence: Oversee internal and external communications, coordinate incident responses, and use data and research to support strategic decisions and reinforce the Director’s vision and brand.
Requirements
- Executive Office experience: You've supported senior leaders in a strategic Executive Office or similar setting.
- Exceptional communication skills: You can simplify complex information and craft clear, compelling narratives for ExCo, Board, and cross-functional audiences.
- Strong organisational capability: You're experienced in running shifting priorities, tight deadlines, and ambiguity, ensuring timely and accurate delivery of papers, updates, and actions.
- Critical thinking and analytical insight: You can use using data and research to shape decisions, challenge assumptions, and connect the dots across initiatives.
- Relationship-building and influence: You're comfortable engaging and building trust with partners at all levels, acting as a connector across teams and functions.
- Collaborative approach: You believe in “we” more than “I”—enabling others to deliver more by coordinating, advising, and simplifying rather than directly owning every task.
Benefits
- A generous pension contribution of up to 15%
- An annual performance-related bonus
- Share schemes including free shares!
- Benefits you can adapt to your lifestyle, such as discounted shopping.
- 30 days’ holiday, with bank holidays on top
- A range of wellbeing initiatives and generous parental leave policies
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