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- Tasks: Join our Fees team to manage account opening and maintenance with a focus on fee administration.
- Company: Dynamic financial services firm based in Liverpool, embracing hybrid work culture.
- Benefits: Enjoy private medical insurance, life assurance, generous holidays, and pension contributions.
- Other info: Great opportunity for career growth in a supportive environment with training provided.
- Why this job: Be part of a high-quality team delivering exceptional service while developing your skills.
- Qualifications: Passion for numbers with a background in Maths, Economics, or Finance; strong Excel skills required.
The predicted salary is between 30000 - 40000 £ per year.
What will you be doing? We're 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. This is a hybrid working role with an expectation to be in the office 3 days per week.
As an Operations Executive, your responsibilities will include among others:
- Fees responsibilities: 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; manage mailbox; answer calls regarding fees; liaise with platform providers and Finance; assist the team with ongoing fee projects.
- Help out teams within the same stream and departments as and when required (training provided).
- Adopt a high-quality 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 have:
- Mathematics, Economics, Finance or similar background with a passion for numbers.
- Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel.
- Strong interpersonal skills are essential, with the ability to communicate well both written and verbally to various audiences, including senior audiences.
- Demonstrate ability to understand and summarise complex information in a professional and concise manner, with high levels of accuracy and attention to detail.
- Ability to solve problems quickly, organise workloads effectively and meet tight deadlines.
- Responding to queries from both internal and external parties in a timely manner and providing a high level of customer service.
- Experience gained within a financial services institution especially in Operations is advantageous but not essential.
- Relevant professional qualifications e.g. CISI Investment Operations Certificate / CII Certificate in Financial Services / CII Diploma in Regulated Financial Planning, desirable but not essential.
Benefits
- Private medical insurance
- Life assurance
- Pension contribution
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
Operations Executive - Fees employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Executive - Fees
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those already working in operations or finance. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by practising common questions related to fees administration and operations. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Bring along examples of your work with numbers, whether it’s a project or a report. This will help demonstrate your attention to detail and problem-solving abilities during interviews.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Operations Executive - Fees
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Operations Executive role. Highlight your background in Mathematics, Economics, or Finance, and don’t forget to mention any relevant experience in financial services.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about numbers and how your interpersonal skills make you a great fit for our Fees team. Keep it concise but engaging!
Showcase Your Attention to Detail: Since accuracy is key in this role, make sure to proofread your application materials. A well-organised and error-free application will demonstrate your commitment to high-quality work right from the start.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team!
How to prepare for a job interview at Evelyn Partners
✨Know Your Numbers
Since this role is all about fees and numbers, brush up on your mathematical skills. Be prepared to discuss how you've handled numerical data in the past, and maybe even bring examples of how you’ve maintained accuracy in fee-related tasks.
✨Master Microsoft Office
Make sure you're comfortable with Microsoft Excel, as it’s mentioned as a requirement. Familiarise yourself with functions and formulas that could help in fee calculations or data analysis. You might even want to prepare a quick example of how you’ve used Excel in previous roles.
✨Communicate Clearly
Strong interpersonal skills are key for this position. Practice explaining complex information in a simple way. Think about times when you’ve had to communicate with different audiences, and be ready to share those experiences during the interview.
✨Show Your Problem-Solving Skills
This role requires quick thinking and effective organisation. Prepare some examples of challenges you've faced in previous jobs and how you resolved them. Highlight your ability to work under pressure and meet tight deadlines, as this will resonate well with the interviewers.