Operations Executive

3 months ago

Glasgow, United Kingdom Evelyn Partners Full time

**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.

**Job purpose**:
Evelyn Partners Fund Solutions Ltd (EPFL) provides Authorised Fund Manager (AFM / ACD) and Fund Administration services to Authorised Funds domiciled in the UK. Fund Administration services are inclusive of Fund Pricing & Valuations, Financial Reporting & Taxation, Transfer Agency and Technical Fund Accounting & Transitions.

This role is within Transfer Agency reporting to Senior Manager, Transfer Agency. This role will have responsibility for ensuring all aspects of Transfer Agency duties are co-ordinated and completed in a timely and accurate manner as required within service level agreements and regulatory requirements. Duties are principally inclusive of investor dealing, settlements, client money and distributions.

**Key Responsibilities**:

- Ensure 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.
- Ensure that personal and team KPIs are met, assist in collation of MI highlighting any issues to management.
- Log, maintain and respond to written client enquiries in a timely manner, ensuring all client and external documents are relevant and up to date.
- Contribute 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.
- 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.

**Qualifications**:
**Key Skills and Experience**:

- Experience gained within a financial services institution especially in Operations is advantageous but not essential.
- Demonstrable interest in financial services and in particular investment management.
- Working knowledge of Microsoft Office packages: Minimum basic level 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 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.

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