Operations Executive - Fees - 9 Month FTC
Operations Executive - Fees - 9 Month FTC
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Job Description
What will you be doing
Were seeking a talented individual with a passion for numbers to join our Fees team in Liverpool. You will be responsible for all aspects of Account Opening and Maintenance primarily in Fees administration helping out on Account Opening Static Data and internal account reconciliations.
As Operations Executive Fees your responsibilities will include among others:
- 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 and answer calls regarding fees
- Liaise with platform providers and Finance
- Support teams within the same stream and departments and assist the team with ongoing fee projects
Qualifications :
To be successful in this role you should:
- Mathematics Accountancy Economics Finance or similar education background
- Working knowledge of Microsoft 365 strong Excel skills and an understanding of PowerBi
- Excellent communication skills and the ability to adapt conversation to suit any level within the organisation and external companies
- 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.
- Adopt a highquality culture to minimise error ensuring high quality service levels and standards are delivered.
Desired:
- Previous experience in the financial services industry especially in Operations is preferable 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 dependent)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
- Fully funded training towards professional qualifications
- Cycle to work scheme
- Season ticket loan
- Eye care support
We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners youll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity equity and inclusion is evident in our active employee resource groups and ongoing initiatives. Were dedicated to creating a workplace where you can thrive and reach your full potential.
We are committed to providing reasonable adjustments throughout the application process. Please dont hesitate to discuss your needs with your recruiter.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
