Business Operations Manager

2 weeks ago


Liverpool, Liverpool, United Kingdom Evelyn Partners Fund Solutions Limited Full time

Evelyn Partners Fund Solutions Limited is a 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 are committed to delivering exceptional results and building long-lasting relationships with our clients. Our core values of Personal and Performance drive our mission to provide expert advice and guidance to our clients.

Key Responsibilities
  1. Assist in all aspects of Capital Gains Tax administration, from service set-up through to investor reporting production.
  2. Act as a contact point for queries raised across the business for CGT related queries related to internal custody or through our custodian Pershing Securities and SEI.
  3. Maintain MI relating to Tax Reporting functions, highlighting issues to the Tax Reporting Manager upon exposure.
  4. Identify and implement process improvements, and contribute to ad-hoc projects, as required.
  5. Ensure strict adherence to internal company policies and compliance procedures.
  6. Undertake training and competence reviews as required by the business.
Requirements
  1. Previous experience of working in financial services/Investment Operations is highly desirable.
  2. Good analytical skills: proficient in Microsoft Office applications, particularly Excel.
Benefits
  • 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 Fund Solutions Limited, we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity, and inclusion initiatives across the organisation.



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