Operations Executive

**Company Description**:
For over 180 years, **Evelyn Partners** has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality.

Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.

**What will you be doing?**

We’re seeking a talented individual to join our Operations team in Liverpool. You will be responsible for performing the daily duties, checking and general processing of all Operations functions, in a timely and accurate basis, whilst ensuring compliance with regulatory requirements and operating within defined standards and guidelines which are aligned to service level agreements and data quality controls.

**As an Operations Executive, your responsibilities will include among others**:

- Ensure that all tasks are completed to a high standard, work is produced within deadlines and that any anomalies are reported to your line manager within agreed timescales.
- Ensure that personal and team KPI’s / KRI’s / MIR are met, assist in collation of MI highlighting any issues to management.
- Log, maintain and respond to written client enquiries in a timely manner, ensuring all client and external documents are relevant and up to date.
- Adopt a high-quality culture to minimise errors and ensuring high quality service levels are delivered. Ensuring all work is with a high level of accuracy, including data input, document checking and escalating to manager or relevant department where necessary.
- Ensure that fair treatment of clients is at the forefront of all activities and that all interactions are conducted in an open and transparent manner.

**Qualifications**:
**Skills and Experience**

**To be successful in this role, you should**:

- Demonstrable interest in financial services.
- Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel.
- Strong interpersonal skills are essential, with the ability to communicate well both written and verbally to senior audiences.
- Demonstrate ability to understand and summarise complex information in a professional and concise manner and solve problems quickly with high levels of accuracy and attention to detail.
- Ability to organise workloads effectively and meet tight deadlines, with a flexible approach to team priorities.
- Responding to queries from both internal and external parties in a timely manner and providing a high level of customer service both internally and externally.

**Desired**:

- Experience gained within a financial services institution especially in Operations is advantageous but not essential.
- Relevant professional qualifications e.g. CISI Investment Operations Certificate desirable but not essential.

**Additional Information**:
**As a colleague here at Evelyn Partners you will have access to benefits that include**:

- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.