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Entry Level - Operations Executive - Glasgow

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Evelyn Partners

14d ago

💼 Graduate Job


AI generated summary

  • You need to be professional, team-oriented, detail-oriented, IT literate, with excellent communication skills, positive attitude, initiative, and ability to work to deadlines.
  • You will ensure tasks are completed to high standards and deadlines, respond to enquiries promptly, maintain accurate client documents, suggest improvements for client service, uphold fair treatment principles, and engage in continuous professional development.

Graduate Job

Business, Operations & StrategyGlasgow


  • Applying to this role will open the doors to our excellent opportunities for candidates looking to pursue a professional career within the Investments & Financial industries.
  • The opportunities we provide will suit a candidate who may have started their first role(s) in general administration, customer services and/or further education with skillsets including; keen attention to detail, customer services experience, basic to moderate understanding of Microsoft packages (Excel, Word and Outlook).


  • Professional and pragmatic approach to all activities
  • Excellent written, verbal and interpersonal skills
  • IT literate and a competent user of MS Office, particularly Excel and Word
  • Ability to work within a team
  • Positive/flexible attitude
  • Initiative and willingness to learn
  • High attention to detail
  • Able to prioritise and work to challenging timescales

Education requirements


Area of Responsibilities

Business, Operations & Strategy


  • Ensure that all tasks are completed to a high standard and work is produced within deadlines and that any anomalies are reported to your line manager within agreed timescales.
  • Ensure that personal and team KPIs are met, assist in collation of MI highlighting any issues to management.
  • Respond to telephone and email enquiries in a timely professional manner, liaising with fund managers and external parties where relevant and promptly, escalating any issues where relevant.
  • Log, maintain and respond to written client enquiries promptly, ensuring all client and external documents are relevant and up to date.
  • Contribute to the review of team tasks, identifying improvements to enhance client service.
  • Adopt a high-quality culture to minimise errors and ensure high-quality service levels are delivered. Ensuring all work is highly accurate, including data input, document checking and payments, and escalating to the 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 openly and transparently.
  • Undertaking regular and appropriate continuous professional development (CPD).


Work type

Full time

Work mode





  • 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