Operations Executive Liverpool

Evelyn Partners; Liverpool; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Liverpool is seeking a talented individual to join their Operations team. The role involves ensuring compliance with regulatory requirements, performing daily operations, and providing high-quality service. Candidates should demonstrate a strong interest in financial services, possess strong interpersonal skills, and have a working knowledge of Microsoft Office. The position offers a competitive salary, private medical insurance, and a hybrid working model, along with various employee benefits.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Demonstrable interest in financial services.
• Strong interpersonal skills are essential with the ability to communicate well.
• Ability to organise workloads effectively and meet tight deadlines.

Responsibilities

• Complete tasks to a high standard and report anomalies.
• Meet personal and team KPIs / KRIs.
• Respond to enquiries in a timely, professional manner.

Skills

Financial services interest

Microsoft Office

Interpersonal skills

Problem-solving

Organisational skills

Customer service

Education

Scottish Higher / GCSEs (Level C or higher)

Relevant professional qualifications (CISI)

Job description

What will you be doing

We’re seeking a talented individual to join our Operations team in Liverpool. You will be responsible for performing the daily duties checking and general processing of all Operations functions in a timely and accurate basis whilst ensuring compliance with regulatory requirements and operating within defined standards and guidelines which are aligned to service level agreements and data quality controls.

Responsibilities

• Ensure that all tasks are completed to a high standard work is produced within deadlines and that any anomalies are reported to your line manager within agreed timescales.
• Ensure that personal and team KPIs / KRIs / MIR are met assist in collation of MI highlighting any issues to management.
• Respond to telephone email and system enquiries in a timely professional manner liaising with external parties where relevant and escalating any issues where relevant.
• Log maintain and respond to written client enquiries in a timely manner ensuring all client and external documents are relevant and up to date.
• Adopt a high-quality culture to minimise errors and ensuring high quality service levels are delivered. Ensuring all work is with a high level of accuracy including data input document checking and escalating to manager or relevant department where necessary.
• Ensure that fair treatment of clients is at the forefront of all activities and that all interactions are conducted in an open and transparent manner.

Qualifications

• Demonstrable interest in financial services.
• Working knowledge of Microsoft Office packages : Minimum basic level Word and intermediate level Excel.
• Strong interpersonal skills are essential with the ability to communicate well both written and verbally to senior audiences.
• Demonstrate ability to understand and summarise complex information in a professional and concise manner and solve problems quickly with high levels of accuracy and attention to detail.
• Ability to organise workloads effectively and meet tight deadlines with a flexible approach to team priorities.
• Responding to queries from both internal and external parties in a timely manner and providing a high level of customer service both internally and externally.

Desired

• Experience gained within a financial services institution especially in Operations is advantageous but not essential.
• For candidates with no relevant experience Scottish Higher / GCSEs (or equivalent) at level C or higher in relevant subject.
• Relevant professional qualifications e.g. CISI Investment Operations Certificate desirable but not essential.

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 were 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.

Remote Work: No

Employment Type: Full-time

Key Skills

Corrosion Inspection, Evaluation, Drafting, Activex, HR Operations

Experience: years

Vacancy: 1