Job Description
Job purpose
The position requires close co-operation with all other Transfer out Team members, as well an interaction with other operational areas across the entire business and stakeholder departments to deliver a high-quality transfer out service.
Key Responsibilities
The Transfers out team member is required to report directly into the Transfers out team manager and support day-to-day activities such as (but not limited to):
* To ensure all client transfers out are dealt with promptly and accurately, including liaising with external third parties, specifically our 2 custodians, Pershing & SEI.
* Respond to queries from front office teams such as Investment Management & Client Services in a timely manner.
* Ensure all incoming queries are monitored and responded to daily.
* Identify any weaknesses in internal controls and recommend potential improvements.
* Assist in the collation of MI relating to Transfers Out functions, highlighting issues to the team manager upon exposure.
* Participate in, and contribute to, any ad-hoc project-related work where necessary.
Qualifications
Key Skills and Experience
* The role requires someone who is commercially aware & strategic in operational approach, with great planning, organisational and communication skills.
* There is a necessity to deliver a high performing, quality service that ensures consumer outcomes are core to delivery against key performance indicators, business goals and objectives.
* Working collaboratively with peers to drive consistency and cultural alignment with the brand.
* Previous experience in an Investment Operations role is desirable.
* Effective and professional communication skills, both verbal and written, with an ability to adapt conversation for external parties and to suit any level within the business.
* Preferable but not essential that the candidate would have strong Microsoft Office skills & experience, particularly Microsoft Excel.
* A positive can-do attitude, with a strong desire to deliver results.
* Comfortable to work as an individual as well as working well within a team.
* An ability to adapt to changes in process and the use of new systems.
* Holding, or being willing to study towards, the CISI ‘Investment Operations Certificate’ (IOC) would be desirable
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.