Operations Executive - Fees
Operations Executive - Fees
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Job Description
What will you be doing
Were seeking a talented individual to join our Fees team in Liverpool which is responsible for all aspects of Account Opening and Maintenance primarily in Fees administration helping out on Account Opening Static Data Internal account reconciliations etc.
Key Responsibilities
- Fees responsibilities: e.g. maintaining fee static data on various systems loading fee rates onto new accounts processing fee debits refunds and reversals; validate fee documentation; provide fee guidance to branches: man mailbox: answers calls regarding fees; liaising with platform providers and Finance; assist the team with ongoing fee projects etc
- Help out teams within the same stream and departments as and when required (training provided)
- Adopt a highquality culture to minimise error ensuring quality service levels and high standards are delivered. High levels of Accuracy and ability to work within tight deadlines are essential
- Ability to liaise effectively and constructively with internal and external companies and provide assistance to their queries
Qualifications :
To be successful in this role you should:
- Mathematics Economics Finance or similar background
- Excellent communication skills and the ability to adapt conversation to suit any level within the organisation
- Ability to work well within a team but concurrently comfortable to work as an individual
- Strong attention to detail and ability to solve problems
- Dedicated to providing outstanding client service with proven excellent customer service skills
- Ability to work well under pressure and to work to targets and tight timescales with a flexible approach to team priorities
Desired:
- Previous experience in the financial services industry especially in Operations is preferable but not mandatory
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 were 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.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
