Operations Professional
3 weeks ago
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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