Evelyn Partners Fund Solutions Manager
5 days ago
Job Summary: We are seeking an experienced Business Operations and Management professional to join our team as a Operations Executive - Client Reporting Specialist. This is a full-time position located in Glasgow or Liverpool, with a 12-month fixed-term contract.
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 extensive range of financial and professional services includes advising individuals, family trusts, professional intermediaries, charities, and businesses.
We operate within defined standards and guidelines that align with service level agreements and data quality controls. As a key member of our team, you will be responsible for adopting a high-quality culture to minimize errors and ensure high-quality service levels are delivered.
Responsibilities:
- Strict adherence to internal company policies and compliance procedures
- Undertaking training and competence reviews as required by the business
- Providing exceptional support to our clients and colleagues
Requirements:
- Proficient in Microsoft Office applications, particularly Excel
- Excellent attention to detail
- Strong inter-personal and problem-solving skills
- Comfortable working in a team as well as independently
- Ability to organize workloads effectively and meet tight deadlines
- Adaptable to changes in process and the use of new systems
Benefits:
- 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.
The salary for this role is approximately £38,000 - £42,000 per annum, depending on location and experience.
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