Operations Executive Cass
7 months ago
**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**
The role will provide exposure to various parts of the group and senior management at both the office in Glasgow and London.
The individual would be expected to build a network within the group and across all departments e.g. Settlement & Custody, Client Servicing, Front Office, Finance / Treasury, Legal and Compliance.
**Key Responsibilities**
- Assisting in logging and investigating CASS breaches within the business;
- Assisting in preparing trend analysis of the group’s monthly CASS breach numbers;
- Assisting in the delivery of the firm’s internal review programme;
- Assisting in the delivery of external CASS audits;
- Assisting in the performance of the annual due diligence of the firm’s sub-custodian and preparing first drafts of due diligence reports;
- Assisting in the drafting of papers for the firm’s governance and oversight committees;
- Assisting in the organisation and delivery of the Group’s CASS training programme;
- Completing first reviews of regulatory returns submitted to the FCA;
- Assisting in the organization of the monthly CASS Oversight Committee packs and preparing a first draft of the minutes of this meeting.
**Qualifications**:
**Key Skills and Experience**
- This role would suit a recent graduate from university or an experienced hire who is looking for an exciting opportunity to join a growing part of the Financial Services industry and would like a wide-ranging introduction to Asset Management.
**Essential**:
- Willingness to learn and ability to pick up new material quickly;
- Strong writing and reporting skills;
- Ability to work in a team or alone;
- Ability to work to deadlines;
- Proactive
- Demonstrates an interest in Financial Services.
**Preferred**:
- Ability to analyse key data and trends;
- Ability to work with rules and regulations;
- Good presentation and communication skills
- Proficiency in Microsoft Excel.
**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.
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