Business Operations and Management Position
7 days ago
About the Opportunity: We are seeking a highly skilled Operations Executive - Client Reporting Specialist to join our team at Evelyn Partners Fund Solutions Limited. This is a fantastic opportunity to work with a leading integrated wealth management and professional services group, with a focus on delivering high-quality client reporting solutions.
About Us: 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. Our services include advising individuals, family trusts, professional intermediaries, charities, and businesses.
Key Responsibilities:
- Developing and implementing effective client reporting solutions, adhering to internal company policies and compliance procedures
- Collaborating with the team to deliver high-quality client reporting services
- Staying up-to-date with industry developments and best practices in client reporting
Requirements:
- Experience in client reporting, preferably in the financial services industry
- Proficient in Microsoft Office applications, particularly Excel
- Excellent analytical and problem-solving skills
- Ability to work accurately and efficiently under pressure
Benefits:
- Competitive salary, approximately £42,000 - £47,000 per annum, depending on location and experience
- Private medical insurance
- Life assurance
- Pension contribution
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We value diversity and believe it brings benefits representative of society and our clients. Our employee resource groups are highly active, and we deliver multiple diversity, equity, and inclusion initiatives across the organization.
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