Financial Services Operations Professional

15 hours ago


Liverpool, Liverpool, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Financial Services Operations Professional

We are seeking a highly skilled Financial Services Operations Professional to join our Fees team in Liverpool.

As a key member of our team, you will be responsible for managing the day-to-day operations of our Fees administration function, including maintaining accurate and up-to-date fee static data on various systems, loading fee rates onto new accounts, processing fee debits, refunds, and reversals, and assisting the team with ongoing fee projects.

This role requires excellent problem-solving and analytical skills, as well as the ability to work well under pressure and meet tight deadlines.

Responsibilities:

  • Maintain accurate and up-to-date fee static data on various systems
  • Loading fee rates onto new accounts
  • Processing fee debits, refunds, and reversals
  • Assisting the team with ongoing fee projects

Requirements:

  • Bachelor's degree in Mathematics, Economics, Finance, or similar field
  • Previous experience in the financial services industry, especially in Operations
  • Excellent problem-solving and analytical skills
  • Ability to work well under pressure and meet tight deadlines
  • Flexibility to adapt to changing priorities and workflows

What We Offer:

  • Pension contribution
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

Salary: £42,000 per annum



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