Operations Executive - Static Data - 12 Month FTC
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Liverpool, UK
Full Time
Role Highlights
Static
Data
Operations
Tools, Libraries and Frameworks
MS Office
Description
Evelyn Partners is focused on integrated wealth management and professional services, emphasizing the effective use of data and insights to assist clients in their financial journeys. The role involves diligent processing of Static data to ensure compliance with regulatory requirements while maintaining high service levels. Through this position, the company aims to enhance client experiences by adopting a culture of quality and transparency. The Operations Executive will contribute to the mission of delivering exceptional advice and support to clients.
Required Qualifications and Skills
The ideal candidate should have a demonstrable interest in financial services, particularly investment management. A working knowledge of Microsoft Office, specifically Word and Excel, is necessary. Strong interpersonal skills are essential for effective communication with senior audiences, as well as the ability to summarize complex information clearly. Attention to detail and problem-solving capabilities are critical to maintaining accuracy in task execution. Experience in the financial services sector, particularly in operations, is considered advantageous but not essential.
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