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    Operations Executive - Glasgow, United Kingdom - Evelyn Partners

    Evelyn Partners
    Evelyn Partners Glasgow, United Kingdom

    Found in: Talent UK C2 - 3 days ago

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    Full time
    Description
    Job Description

    The position requires close co-operation with all other Transfer in 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 In team member is required to report directly into the Transfers In team manager and support day-to-day activities such as (but not limited to):

    The Transfers In team member is required to report directly into the Transfers In team manager and support day-to-day activities such as (but not limited to):

    • To ensure all client transfers In are dealt with promptly and accurately, including liaising with and building good working relationships with external third parties,
    • Respond to queries from front office teams such as Investment Management & Client Services in a timely manner.
    • Ensure all incoming queries from External Parties 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 In 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.

    Qualifications

    • 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

    Our Values and Behaviours

    Personal

    • We take time to listen to & understand people's individual needs
    • We treat everyone fairly & with respect
    • We are honest & genuine

    Partnership

    • We build lasting, mutually beneficial relationships
    • We value everyone's contribution
    • We partner across the full breadth of our expertise to create shared value

    Performance

    • We are ambitious for our clients and act with their interests in mind
    • We keep our promises & deliver excellence at pace
    • We lead the way and embrace new ways of working

    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.

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