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Entry Level - Operations Executive - Liverpool

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Evelyn Partners

Apr 4

Applications are closed

  • Job
    Full-time
    Entry Level
  • Business, Operations & Strategy
  • Liverpool

Requirements

  • 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

Responsibilities

  • 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).

Evelyn Partners

Placing the power of good advice into more hands

Finance
Industry
1001-5000
Employees
1836
Founded Year

Mission & Purpose

At Evelyn Partners (formerly Tilney Smith & Williamson), their longstanding commitment has been to provide sound advice, empowering individuals and businesses to thrive. With nearly two centuries of experience, their mission is to democratise access to quality advice, ensuring it's available to all, regardless of financial status. As the UK's premier integrated wealth management and professional services group, they cater to diverse client needs, from individual wealth management to comprehensive business services. Through a personalised approach and deep understanding, they aim to support clients in achieving their most meaningful goals.

Culture & Values

  • Personal: 'we treat you as an individual'

    We are a people business at heart, and strive to deliver a friendly, inclusive and personalised service to all our clients, large and small.

  • Partnership: 'we go further together'

    We develop relationships that stand the test of time, spanning multiple generations. We partner across the full breadth of our expertise to create value for our clients, our company and society at large.

  • Performance: 'we strive for more'

    We are ambitious for our clients and for ourselves, so we aim to be a forward-thinking and innovative business that leads the way in the industry.

Benefits

  • Holidays

    Competitive annual leave allowance and access to additional holidays.

  • Benefits

    Income protection, life assurance, a generous pension scheme and much more.

  • Wellbeing

    Private medical insurance, discounts at over 3,000 gyms, studios, fitness centres and sports clubs across the UK, plus access to our Employee Assistance Programme and Cycle to Work scheme.

  • Family

    In addition to offering paid maternity leave, we also offer paternity, adoption and shared parental leave schemes.