Operations Executive - Position Maintenance
* Full-time
* Office Location: Glasgow (177 Bothwell Street)
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.
We’re seeking a talented individual to join our Position Maintenance team in Glasgow. You will be responsible for performing the daily duties, checking and general processing of all Position Maintenance functions in a timely and accurate manner, whilst ensuring compliance with regulatory requirements.
You will operate within defined standards and guidelines which are aligned to service level agreements and data quality controls.
As Operations Executive - Position Maintenance, your responsibilities will include:
* Assist team in the completion of daily tasks associated with internal transfers, book cost updates and any other position maintenance functions/requirements.
* Ensure that all tasks are completed to a high standard and that any anomalies are reported to your line manager within agreed timescales.
* Ensure that personal and team KPIs / KRIs / MIRs are met.
* 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 a thorough understanding of the firm's regulatory framework and how this applies to your role.
* Demonstrate an understanding of the risks to clients within their operation and how these will be mitigated.
To be successful in this role, you should:
* Settlement operations experience gained within a financial institution.
* Demonstrable knowledge of investment management, including relevant terminology and the regulatory environment and how it applies to and impacts your role.
* Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel.
* Demonstrate ability to understand and summarise complex information in a professional and concise manner.
* Good communication skills both verbal and written and strong interpersonal skills are essential.
* Ability to work accurately and under pressure, multi-task and interpret information quickly.
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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