Operations Executive - Re-Registration - 10 month FTC
* Full-time
* Office Location: Glasgow (177 Bothwell Street)
For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality.
Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.
What will you be doing?
We are looking for a talented individual to join our Re-registration team in Glasgow. In your role, you will perform the daily duties, general processing of all Re-Registration functions, in a timely and accurate basis, whilst ensuring compliance with regulatory requirements. The role holder will operate within defined standards and guidelines which are aligned to service level agreements and data quality controls.
As an Operations Executive - Re-registration, your responsibilities will include among others:
* Ensuring that all tasks are completed to a high standard and work produced within deadlines and that any anomalies are reported to your line manager within agreed timescales.
* Ensuring that personal and team KPIs are met, assisting in the collation of MI highlighting any issues to management.
* Responding to telephone and email enquiries in a timely professional manner, liaising with fund managers and external parties where relevant and escalating any issues where necessary.
* Logging, maintaining, and responding to written client enquiries in a timely manner, ensuring all client and external documents are relevant and up to date.
* Contributing to the review of team tasks, identifying improvements with a view to enhancing client service. Participate in, and contribute to, any ad-hoc project-related work where necessary.
* Adopting 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.
To be successful in this role, you should have:
* Experience gained within a financial services institution, especially in Operations, is advantageous but not essential.
* Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel.
* Excellent interpersonal skills, with the ability to communicate well both written and verbally to senior audiences.
* Ability to work well in a team but concurrently comfortable to work individually.
* Demonstrate ability to understand and summarise complex information in a professional and concise manner.
* Previous experience in the banking industry would be a plus.
As a colleague here at Evelyn Partners, you will have access to benefits that include:
* Private medical insurance
* Life assurance
* Pension contribution
* 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 your needs throughout the application process. Please let your Recruiter know.
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