Operations Professional

3 weeks ago


Glasgow, Glasgow City, United Kingdom Evelyn Partners Full time

We are seeking a talented individual to join our Evelyn Partners team in Glasgow or Leeds. This is an exciting opportunity to provide first-class support to our financial planning teams nationwide.

As Operations Executive - Fees, your responsibilities will include:

  • Ensuring all tasks are completed to a high standard and deadlines are met, reporting any anomalies to your line manager in a timely manner.
  • Responding to telephone and email enquiries professionally, liaising with fund managers and external parties as needed.
  • Maintaining accurate records of client interactions and documents.
  • Ensuring work is performed with a high level of accuracy, including data input and document checking.
  • Providing fair treatment of clients and ensuring open and transparent communication.

Qualifications

  • A strong understanding of the financial services industry is advantageous.
  • Basic knowledge of Microsoft Office packages is required.
  • Excellent interpersonal skills, with the ability to communicate effectively with various audiences.
  • Ability to summarise complex information accurately and efficiently.

Estimated Salary: £45,000 - £55,000 per annum.



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