Business Operations Manager

4 weeks ago


Liverpool, Liverpool, United Kingdom Evelyn Partners Fund Solutions Limited Full time
About Evelyn Partners Fund Solutions Limited

Evelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.

We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

Job Description

We are seeking an exceptional candidate to join our team as a Business Operations Manager. The successful candidate will be responsible for providing high-quality support to our fund managers and external parties, ensuring timely and professional responses to enquiries.

The ideal candidate will have a keen attention to detail, excellent customer service skills, and a basic to moderate understanding of Microsoft packages (Excel, Word, and Outlook).

Key Responsibilities
  • Respond to telephone and email enquiries in a timely and professional manner, liaising with fund managers and external parties where relevant and promptly escalating any issues.
  • Adopt a high-quality culture to minimise errors and ensure high-quality service levels are delivered, ensuring all work is highly accurate, including data input, document checking, and payments, and escalating to the manager or relevant department where necessary.
  • Undertake regular and appropriate continuous professional development (CPD).
  • Be IT literate and a competent user of MS Office, particularly Excel and Word.
What We Offer
  • 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 Fund Solutions Limited, we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity, and inclusion initiatives across the organisation.



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