Operations Executive

Evelyn Partners; Liverpool; Hybrid; GBP 25,000 - 45,000; Full time

Job summary

Join a leading wealth management group as an Operations Executive in Liverpool. This role focuses on fee administration, where you'll ensure accuracy in account management and provide exceptional client service. You'll be part of a dynamic team that values personal growth and collaboration, contributing to a culture of excellence. With a commitment to diversity and inclusion, this innovative firm offers a supportive environment where you can thrive. Be a part of a mission-driven organization that believes in empowering individuals with good financial advice.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Strong communication skills and ability to adapt to various levels.
• High attention to detail and problem-solving capabilities.

Responsibilities

• Maintain fee static data and process fee transactions accurately.
• Liaise with internal and external parties to resolve queries.

Skills

Mathematics

Economics

Finance

Communication Skills

Attention to Detail

Problem Solving

Customer Service

Teamwork

Education

Degree in Mathematics, Economics, Finance or similar

Job description

Operations Executive - Fees 12 Month FTC

Full-time

Office Location: Liverpool

Company Description

Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, Partnership, and Performance.

Job Description

What will you be doing?

We're seeking a talented individual to join our Fees team in Liverpool, which is responsible for all aspects of Account Opening and Maintenance, primarily in Fees administration, helping out on Account Opening, Static Data, Internal account reconciliations etc.

As Operations Executive - Fees, your responsibilities will include:

• Maintaining fee static data on various systems, loading fee rates onto new accounts, processing fee debits, refunds and reversals; validating fee documentation; providing fee guidance to branches; managing mailbox; answering calls regarding fees; liaising with platform providers and Finance; assisting the team with ongoing fee projects.
• Helping out teams within the same stream and departments as and when required (training provided).
• Adopting a high-quality culture to minimise error, ensuring quality service levels and high standards are delivered. High levels of accuracy and ability to work within tight deadlines are essential.
• Effectively liaising with internal and external companies and providing assistance to their queries.

Qualifications

Skills and Experience

• Mathematics, Economics, Finance or similar background.
• Excellent communication skills and the ability to adapt conversation to suit any level within the organisation.
• Ability to work well within a team but concurrently comfortable to work as an individual.
• Strong attention to detail and ability to solve problems.
• Dedicated to providing outstanding client service with proven excellent customer service skills.
• Ability to work well under pressure and to work to targets and tight timescales, with a flexible approach to team priorities.

Desired:

• Previous experience in the financial services industry especially in Operations is preferable but not mandatory.

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.