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Operations Executive

Full Time, Permament
Up to £28,000
York, Leeds

We are Fortus. We’re business advisors and accountants. We’ve honed our skills and developed our service offering to deliver a much wider range of bespoke support and advice to ambitious business owners and their businesses.

Fortus is growing and changing at quite a pace! We’re an ambitious group of people with the same aim – to create a consistent, high-quality experience for our clients. Like us, our client list is growing – we’re supporting more and more of the UK’s ambitious business owners and it’s a real team effort. We’re helping them make courageous decisions to grow their businesses. 

Our key to achieving this is through our knowledgeable, energetic and agile team who work hard to assist our client’s businesses, helping them not only with their day-to-day business needs but also to build and deliver their business strategies, goals and ambitions. 

We always seek the best talent, looking for individuals who are technically brilliant, solution-focused and continually strive to be the best in class. Each member of our team plays an integral part in creating the unique feel and culture of our business, which in turn helps us continue to grow, develop and evolve.

Jenny Layton
Reporting to: Jenny Layton Operations Manager

About the role

The Operations Executive will play a crucial role in helping to ensure the smooth and efficient running of the group’s day-to-day operations. This position supports both the operations and client service teams by managing administrative tasks, coordinating internal processes, and assisting in maintaining compliance and quality standards.

Key responsibilities

  • Assist Operations Manager in delivering operational efficiency, productivity and quality across all offices
  • Work alongside and assist other functional teams in delivering business objectives
  • Understand the needs and priorities of service line teams and provide operational support  
  • Trial and implement new technologies including setup of software and training of staff
  • Deal with IT issues as they arise and communicate effectively with the business
  • Manage setup and delivery of telephone system
  • Onboard new team members including setup of equipment, software logins and appropriate permissions
  • Procurement of all operational and technological contracts, maintaining positive supplier relationships and working within budgets
  • Support internal process improvement initiatives and document standard office operating procedures with a focus on client experience
  • Maintain internal systems and databases to ensure accurate and up-to-date records
  • Help ensure compliance with GDPR, anti-money laundering regulations and other relevant legislation
  • Schedule meetings, manage calendars and coordinate internal communications
  • Perform ad hoc administrative duties as required by senior team members

Facilities support 

  • Ensuring routine maintenance tasks, servicing and repairs (including premises, furniture and equipment) are managed promptly and efficiently
  • Ensuring appropriate arrangements for office cleaning, window cleaning and garden services are in place
  • Managing security of premises including alarm systems, CCTV and keyholder lists
  • Reviewing and implementing procedures for opening/closing up buildings
  • Reviewing and managing office layout and reviewing requirements for furniture/equipment in line with budget
  • Working with offices to ensure the budget for stationery and kitchen/bathroom supplies is managed appropriately
  • Working with the administration team to ensure appropriate file storage, destruction and archiving processes are in place
  • Ensuring appropriate arrangements for postage and printing are maintained
  • Keeping up to date with deadlines for rent and rates and liaising with brokers to get the best deal
  • Corresponding with landlords on various matters
  • Reviewing insurances including office, cyber and management
  • Managing and reviewing the relevant disaster recovery processes
  • Reviewing and improving facilities policies and procedures, ensuring these are adhered to across the firm
  • Managing office move and refurbishment projects as required

Health and safety 

  • Managing health and safety at work requirements including monthly checks at each office
  • Reviewing and implementing the health and safety policy with support of Operations Manager
  • Working with a consultant to coordinate an annual health and safety review across all offices
  • Maintaining the central Health and Safety Register to ensure all required tests and maintenance are completed to timescale including boiler checks, fire alarms checks and PAT testing
  • Arranging fire and water risk assessments and actioning any remedial works
  • Arranging training for fire marshals and first aiders
  • Completing inductions for new team members
  • Carrying out DSE/workstation assessments
  • Ensuring all contractors adhere to H&S requirements and processes
  • Attending training/refresher courses and meetings as required

Person Specification

Essential:

  • Previous experience in an administrative or operations support role (ideally within professional services)
  • Strong organisational skills with attention to detail
  • Excellent verbal and written communication skills
  • Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
  • Ability to manage multiple tasks and priorities effectively
  • Professional and proactive attitude

Desirable:

  • Experience in an accountancy, legal, or financial services firm
  • Familiarity with accountancy software i.e. IRIS or CCH
  • Understanding of basic accountancy or bookkeeping processes

What’s on offer:

  • Up to £28,000 annual salary
  • Company bonus scheme
  • 24 days holiday entitlement
  • Birthday day off
  • Agile working
  • Flexible bank holidays
  • Health cash plan
  • Employee Assistance Programme
  • Group Life Assurance x 3
  • Pension scheme (salary sacrifice)
  • Salary sacrifice benefits including holiday purchase, cycle to work, tech purchase
  • Regular social events
  • On-site parking
  • Friendly and inclusive working environment

Why join us?

At Fortus, we’re more than just a financial services firm — we’re a team that supports ambitious businesses while empowering our people to grow. 
You'll help deliver forward-thinking solutions to clients across a range of sectors, supported by deep in-house expertise and a culture built on lasting relationships. 
We champion diversity, inclusion, and well-being, and offer clear, tailored career paths backed by continuous learning and leadership development. 
With a strong commitment to sustainability and community impact, plus agile working and meaningful rewards, Fortus offers the opportunity to thrive in a collaborative, future-focused environment.
 

For more information please email zoe.waring@fortus.co.uk
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Why join us?

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