Operations Executive - Fees 12 Month FTC
* Full-time
* Office Location: Liverpool
For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality.
Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.
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 among others:
* Fees responsibilities: e.g. maintaining fee static data on various systems, loading fee rates onto new accounts, processing fee debits, refunds and reversals; validate fee documentation; provide fee guidance to branches; manage mailbox; answer calls regarding fees; liaise with platform providers and Finance; assist the team with ongoing fee projects, etc.
* 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 ability to work within tight deadlines are essential.
* Ability to liaise effectively and constructively with internal and external companies and provide assistance to their queries.
Skills and Experience
To be successful in this role, you should:
* Have a background in Mathematics, Economics, Finance or similar.
* Possess excellent communication skills and the ability to adapt conversation to suit any level within the organisation.
* Work well within a team but also be comfortable working as an individual.
* Have strong attention to detail and problem-solving abilities.
* Be dedicated to providing outstanding client service with proven excellent customer service skills.
* Work well under pressure and meet targets and tight timescales, with a flexible approach to team priorities.
* Previous experience in the financial services industry, especially in Operations, is preferable but not mandatory.
As a colleague here at Evelyn Partners, you will have access to benefits that include:
* Private medical insurance
* Life assurance
* Pension contribution
* 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 your needs throughout the application process. Please let your Recruiter know.
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