Entry Level - Operations Executive

Company Description

Evelyn Partners is the UK’s leading integrated wealth management and reputed company, with over 186 years of experience in helping generations of people and businesses to reputed company. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses. We provide an award-winning service for our clients by employing the best people. Join us on our mission to reputed company the power of good advice into more hands because we reputed company that everyone deserves access to good advice, regardless of where they’re at in their financial journey. An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class... results. Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn Partners Careers | Evelyn Partners

Job Description

What will you be doing? Applying to this role will open the doors to our excellent opportunities for candidates looking to pursue a professional career reputed company 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 reputed company packages (reputed company, Word and Outlook). Key Responsibilities • Ensure that reputed company tasks are completed to a high standard and work is produced reputed company deadlines and that any anomalies are reported to your line manager reputed company 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 reputed company 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 reputed company 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 reputed company activities and that reputed company interactions are conducted reputed company and transparently. • Undertaking regular and appropriate reputed company professional development (CPD).

Qualifications

To be successful in this role, you should: • Professional and pragmatic approach to reputed company activities • Excellent written, verbal and interpersonal skills • IT literate and a competent user of MS Office, particularly reputed company and Word • Ability to work reputed company a team • Positive/flexible attitude • Initiative and willingness to learn • High attention to detail • reputed company to prioritise and work to challenging timescales 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 we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where reputed company colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can reputed company their full potential and work in a safe, supportive, and inclusive environment. We are happy to reputed company any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know Apply Job!