Financial Services Operations Assistant

5 hours ago


Leeds, Leeds, United Kingdom Evelyn Partners Fund Solutions Limited Full time
About the Role
Evelyn Partners Fund Solutions Limited is looking for a dedicated Financial Services Operations Assistant to support its Account Services team. In this position, you will be responsible for handling enquiries from external financial advisers by telephone and email, relating to investment management services such as DFM, MPS, and AIM. Your primary goal will be to provide excellent customer service, maintaining accurate records, and adhering to regulatory requirements. As a Financial Services Operations Assistant at Evelyn Partners Fund Solutions Limited, you will play a vital role in ensuring the smooth functioning of our operations.

To succeed in this role, you should have a background in administrative roles within the financial services industry, with experience in operational functions. You must also possess proficiency in core Microsoft Office systems, including Excel, Word, and PowerPoint. Additionally, you should have excellent verbal and written communication skills, with the ability to work independently and as part of a team. Professional telephone manner and attention to detail are essential for this position.

The estimated annual salary for this role is £30,000 - £35,000, depending on experience. If you are a motivated individual who enjoys working in a fast-paced environment, we encourage you to apply for this exciting opportunity.

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