Operations Executive - Fees - 11 Month FTC
Operations Executive - Fees - 11 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 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
