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Job

Entry Level - Operations Executive - Liverpool

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Evelyn Partners

17d ago

💼 Graduate Job

Liverpool

⌛ Closed
Applications are closed

Graduate Job

Business, Operations & StrategyLiverpool

Description

  • 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).

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

Education requirements

Bachelors

Area of Responsibilities

Business, Operations & Strategy

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).

Details

Work type

Full time

Work mode

office

Location

Liverpool

Benefits

  • 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