Operations Executive - Client Reporting - 12 Month FTC (Glasgow or Liverpool)

As an Operations Executive - Client Reporting at Evelyn Partners, your main responsibilities will include executing daily client reporting functions with punctuality and accuracy, reporting any anomalies to your manager, meeting KPIs, and contributing to the enhancement of client services through process improvements. You will also be involved in compliance adherence and assisting with relevant project work.

While a formal qualification in financial services can be beneficial, it's not mandatory to apply for the Operations Executive - Client Reporting role at Evelyn Partners. Key skills include proficiency in Microsoft Office, especially Excel, strong attention to detail, and excellent problem-solving abilities. Relevant professional qualifications such as the CISI Investment Operations Certificate are desirable but not essential.

Yes, at Evelyn Partners, we believe in investing in our employees’ career paths. As an Operations Executive - Client Reporting, you’ll have opportunities to engage in meaningful projects and development initiatives that can set the stage for future advancement within the company, especially if you contribute positively to our team dynamics and operational improvements.

The work environment for the Operations Executive - Client Reporting role at Evelyn Partners is collaborative and supportive. We emphasize a team-centered approach while also fostering the independence of our colleagues. With access to initiatives promoting diversity, equity, and inclusion, you're invited to bring your unique perspective and contribute to a culture of respect and innovation.

Evelyn Partners offers a robust benefits package for the Operations Executive - Client Reporting position, including a competitive salary, private medical insurance, life assurance, pension contributions, a hybrid working model, generous holiday packages, and the option to purchase additional holidays. We are committed to supporting our colleagues both personally and professionally.

When answering this question, focus on any relevant experiences you have in managing reporting functions, your attention to detail, and how you ensure accuracy and compliance in your processes. If you’ve used specific tools or software, mention those to demonstrate your technical proficiency.

Explain your approach to workload management, highlighting any specific techniques you use, such as prioritizing by urgency or importance, and ensuring that you meet KPIs, aligning with practices that would be beneficial for the Operations Executive role.

Emphasize qualities such as attention to detail, strong problem-solving skills, adaptability, and teamwork. Relate these qualities back to how they would benefit the Operations Executive - Client Reporting position at Evelyn Partners in maintaining high professional standards.

Share a specific example that showcases your analytical skills and how you approach problem-solving. Highlight the steps you took to address the issue and the positive results, preferably linking to improvements in client service or operational efficiency.

Discuss your understanding of the importance of compliance and any relevant experiences you have. Provide examples of how you've adhered to regulations in previous roles and your pledge to maintain these standards in the Operations Executive - Client Reporting role at Evelyn Partners.

Specifically mention your proficiency with Microsoft Office applications, particularly Excel. If you have experience using any client reporting or financial management tools, be sure to include those as well as your capabilities in managing and analyzing data effectively.

Address your ability to receive feedback constructively, how it impacts your work positively, and any examples of how you’ve implemented feedback in past roles. This is especially relevant for client-facing roles such as the Operations Executive - Client Reporting.

Share strategies that reflect a commitment to quality, like thorough checks, structured processes, and continuous improvement initiatives. Focus on how these strategies would apply in the context of the Operations Executive - Client Reporting role at Evelyn Partners.

Talk about your proactive approach to staying informed, whether through continuous education, attending industry seminars, or following relevant publications. Show how this commitment will benefit your role at Evelyn Partners.

Express your admiration for Evelyn Partners’ commitment to client service and the collaborative work environment. Discuss how your values align with the company's mission and how you can contribute to their ongoing success.