Overview
Operations Executive Fees – FTC Jobs in Liverpool, UK at Evelyn Partners
Position: Operations Executive Fees – 10 Month FTC
Operations Executive Fees – 10 Month FTC
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next.
Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide a strong foundation for the future and guide them towards their goals.
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.
This is a hybrid working role with an expectation to be in the office 3 days per week.
As an Operations Executive, your responsibilities will include among others:
- Fees responsibilities: 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 the mailbox and answering calls regarding fees; liaising with platform providers and Finance; assisting the team with ongoing fee projects.
- Help out teams within the same stream and departments as and when required (training provided).
- Adopt a high-quality culture to minimise error, ensuring quality service levels and high standards are delivered. High levels of accuracy and the ability to work within tight deadlines are essential.
- Possess the ability to liaise effectively and constructively with internal and external companies and provide assistance to their queries.
To be successful in this role, you should:
- Hold a background in Mathematics, Economics, Finance or a similar discipline with a passion for numbers.
- Have working knowledge of Microsoft Office: minimum basic level Word and intermediate level Excel.
- Possess strong interpersonal skills, with the ability to communicate well, both written and verbally, to a variety of audiences including senior stakeholders.
- Demonstrate the ability to understand and summarise complex information in a professional and concise manner, with high levels of accuracy and attention to detail.
- Be able to solve problems quickly, organise workloads effectively and meet tight deadlines.
- Respond to queries from both internal and external parties in a timely manner, providing a high level of customer service to both.
- Have experience gained within a financial services institution, especially in Operations, considered advantageous but not essential.
- Hold relevant professional qualifications such as CISI Investment Operations Certificate, CII Certificate in Financial Services or CII Diploma in Regulated Financial Planning – desirable but not essential.
As a colleague here at Evelyn Partners you will have access to benefits that include:
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 are 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 can achieve their full potential 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.
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Title: Operations Executive Fees – FTC
Company: Evelyn Partners
Location: Liverpool, UK
Category:
