Operations Executive

Glasgow, Scotland, United Kingdom

12/14/2024

• Google Chrome
• Microsoft Edge
• Apple Safari
• Mozilla Firefox
  
  

Operations Executive - Contracts & Checking

Full-time

Office Location: Glasgow (177 Bothwell Street)

Company Description

Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership , working with our clients in a joined-up, collaborative way; and Performance , demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read More About Us And Available Career Opportunities Here

Wealth, accountancy and business advisory services | Evelyn Partners

Careers | Evelyn Partners

Job Description

What will you be doing?

We're seeking a talented individual to join our Contracts & Checking team in Glasgow.

You will be responsible for performing the daily duties associated with all Contracts & Checking functions, ensuring all transactions executed on behalf of our clients are processed correctly and timely. You will action any adjustments and investigate any queries raised by various internal departments including Front Office, Dealing and Settlement teams, to confirm all transactions dealt in the market have successfully matched in Crest and if not then liaise with appropriate parties to resolve any issues. The team are also responsible for MIFID II Transaction Reporting.

As Operations Executive - Contracts & Checking, your responsibilities will include among others:

• Ensure that all tasks are completed to a high standard and work produced within deadlines, any anomalies are reported to your line manager within agreed timescales and ensure that personal and team KPI's / KRI's / MIR are met, assist in collation of MI highlighting any issues to management.
• Respond to telephone and email enquiries in a timely professional manner, liaising with fund managers and external parties where relevant and in a timely manner, escalating any issues where relevant.
• Log, maintain and respond to written client enquiries in a timely manner, ensuring all client and external documents are relevant and up to date.
• Adopt a high-quality culture to minimise errors and ensuring high quality service levels are delivered. Ensuring all work is with a high level of accuracy, including data input, document checking and payments, escalating to manager or relevant department where necessary..
• Ensure that fair treatment of clients is at the forefront of all activities and that all interactions are conducted in an open and transparent manner.
• Demonstrate an understanding and application of the Group's Conduct Risk Framework Ensure that knowledge and skills are maintained and developed in line with industry, regulatory and internal requirements by undertaking regular and appropriate continuous professional development (CPD).
  
  

Qualifications

Skills and Experience

To Be Successful In This Role, You Should

• Demonstrable interest in financial services and in particular investment management.
• Working knowledge of Microsoft Office packages: Minimum basic level Outlook, Word and intermediate level Excel.
• Strong Interpersonal skills are essential, with the ability to communicate well both written and verbally to senior audiences.
• Ability to solve problems quickly with high levels of accuracy and attention to detail and an ability to organise workloads effectively and meet tight deadlines.
• Responding to queries from both internal and external parties in a timely manner and providing a high level of customer service both internally and externally.
  
  

Desired

• Experience gained within a financial services institution especially in Operations is advantageous but not essential.
• For candidates with no relevant experience, Scottish Higher / GCSE's (or equivalent) at level C or higher in relevant subject.
• Relevant professional qualifications e.g. CISI Investment Operations Certificate desirable but not essential.
  
  

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
  
  

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.

Job Location

I'm interested

I'm interested

Privacy Policy

I'm interestedRefer a friend

share this job

Share to WeChat

Copy the link and open WeChat to share.

Open WeChat

Share to WeChat

Use Scan QR Code in WeChat and click to share.