Operations Executive
Salary
28,000-32,000
Location
Winston-Salem
Job Type
Full Time
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Job Title: Operations Executive
Industry: Financial Advice
Location: Sheffield
Salary: £28,000-£32,000
Job Description:
Recruit UK are working on an excellent opportunity for an operations executive in Sheffield to join a Wealth Management Firm. The company is a leading UK firm looking for people to join their Wealth management team.
An opportunity for an organised and efficient individual, you will have a great opportunity to work within a large financial services firm. You will work closely with a variety of departments to ensure the smooth running of the wealth management department.
Key Responsibilities
- Liaising closely with Partners / Directors to ensure efficient resource planning.
- Co-ordinating staff Performance Review Process and Probation Reviews
- Building and maintaining strong relationships with senior personnel;
- Invoicing / Billing and related reporting
- Building and maintaining strong relationships with senior personnel;
- Reconciliation of monthly expenses/invoices
- Some experience with Senior personnel diary management including Organisation and coordination of internal and external meetings
- Assisting to maintain the key clients and contacts of the BU on the firm’s CRM system MS Dynamics. This will also include taking a lead as the liaison between the BU for marketing and BD events
- Working with the identified team members to ensure that the team are actively involved in the monthly team meeting, social events, training and other all team activities.
- Fantastic work culture
- Central Sheffield Location
- Full Training & support provided.
- Fantastic Basic Salary
- Enthusiastic & professional demeanour
- Organised and good timekeeping.
- The drive to learn and improve.
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.