Senior Operations Coordinator

4 weeks ago


Glasgow, Glasgow City, United Kingdom Evelyn Partners Fund Solutions Limited Full time
About the Role

Evelyn Partners Fund Solutions Limited is seeking a highly skilled Business Operations Manager to join our team in Glasgow. As a key member of our operations team, you will be responsible for ensuring the smooth delivery of financial services to our clients.

We are proud to offer a competitive salary of £45,000 per annum, reflecting the skills and experience required for this role.

Key Responsibilities
  • Client Service Delivery: Ensure timely and accurate processing of client transactions, including advice and ongoing fee expectations, maintenance of service records, invoicing, cancellations, and amendments.
  • Communication: Respond to telephone and email enquiries in a professional manner, liaising with fund managers and external parties where relevant, and escalating any issues as necessary.
  • Data Accuracy: Ensure all work is completed with a high level of accuracy, including data input, document checking, and payments, escalating to manager or relevant department where necessary.
Requirements
  • Education: A background in Mathematics, Economics, Finance, or a similar field.
  • Skills: Possess a working knowledge of Microsoft Office packages, with a minimum basic level in Word and intermediate level in Excel.
  • Experience: Have experience gained within a financial services institution, especially in Operations (advantageous but not essential).
Benefits
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave


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