The business has went through significant growth which has opened up a number of vacancies to join the team within Evelyn Partners. We are keen to speak with enthusiastic candidates with a real passion and drive for the finance/wealth & investments space who want to take the first steps into making a fantastic career. Desired Skills/Experience
- Moderate understanding of Microsoft packages - Excel, Outlook & Word
- Exceptional attention to detail
- Data migration
Key Skills and Experience
- Produce client mailings and track responses to progress client transfers quickly and efficiently.
- Accurate input of client data to in-house systems (training provided)
- Creation of data feeds or snapshots of progression made for client reports
- Liaise with third party product providers and track responses.
- Calculating fees on client accounts
- Opening and closing of accounts
- Transfer of products and services across team and 3rd party providers
- Ensure appropriate time-management in-line with service level agreements
- Maintain Excel worksheets to ensure the tracking of client progression is up to date at all times.
Evelyn's Values and Behaviours
- FS product knowledge or operational experience within the financial services industry; useful but not essential.
- Excellent standard of education to included Maths and English.
- Proficient IT skills in core Microsoft Office systems; Excel, Word, Outlook (ability to use Mail Merge expertise and/or intermediate Excel skills are not essential but beneficial).
- Organisation and prioritisation skills; being able to work independently and within a team
- Excellent verbal and written communication skills with an eye for detail.
- Professional telephone manner.
- We take time to listen to & understand people's individual needs
- We treat everyone fairly & with respect
- We are honest & genuine
- We build lasting, mutually beneficial relationships
- We value everyone's contribution
- We partner across the full breadth of our expertise to create shared value
If this sounds like something you wish to be considered for please apply today! This could be the greatest journey in your future career!