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Operations Manager

1 month ago

Glasgow, Glasgow City, United Kingdom Evelyn Partners Full time
{"title": "Operations Executive", "description": "Job Summary

We are seeking an experienced Operations Executive to join our team at Evelyn Partners. As a key member of our operations team, you will play a critical role in delivering high-quality services to our clients.

Key Responsibilities
  • Provide timely and effective support to front office teams and client services
  • Ensure new accounts are quality checked, MiFID compliant, and queried with front office where necessary
  • Set up and map new accounts correctly in XPLAN
  • Identify weaknesses in internal controls and recommend improvements
  • Assist in the production of management information
  • Adhere to internal compliance procedures and T&C requirements
  • Report suspicious transactions to the MLRO
  • Manage LEI applications and renewals
  • Monitor and report trade transactions on the platforms for MiFID requirements
Requirements
  • Onboarding and/or AML experience is preferred but not essential
  • Professional and pragmatic approach to all activities
  • Excellent written, verbal, and interpersonal skills
  • IT literate and a competent user of MS Office, particularly Excel and Word
  • Ability to work within a team
  • Positive, flexible attitude with a willingness to learn
  • High attention to detail
  • Able to prioritize and work to challenging timescales
About Us

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. We are committed to providing 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.

", "lang_code": "en"}