Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.
Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
What will you be doing?
We're seeking a talented individual to join our Fees team in Liverpool on a 6 month FTC, 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:
To be successful in this role, you should:
Desired:
As a colleague here at Evelyn Partners you will have access to benefits that include:
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 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.
Process and check daily operations work accurately and on time, respond to client and internal enquiries, maintain data quality, and support regulatory compliance and service standards.
Manage end-to-end rewards fulfillment, vendor coordination, inventory tracking, redemption processing, customer escalations, and reporting while ensuring compliance and timely delivery.
Apoia as operações de venda de veículos seminovos, cuidando de faturamento, emissão de documentos e boletos, conciliação de pagamentos e controle de recebimentos e cancelamentos.
Assistente Técnico acompanha a operação de campo, direciona reclamações e atividades, monitora prazos de atendimento e mantém contato com clientes para validar serviços e coordenar atendimentos especializados.
Maintains building operations through janitorial, handyman, and caretaker duties, including site upkeep, access and security tasks, tenant support, administrative reporting, and coordination with the property manager.
