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Operations Manager

2 months ago

Liverpool, Liverpool, United Kingdom Evelyn Partners Full time
About the Role

We are seeking a highly skilled and experienced professional to join our team as an Operations Executive at Evelyn Partners. As a key member of our operations team, you will play a critical role in ensuring the smooth administration of our Capital Gains Tax services.

Key Responsibilities
  • Capital Gains Tax Administration: Assist in all aspects of Capital Gains Tax administration, from service set-up through to investor reporting production.
  • Query Resolution: 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.
  • MI Maintenance: Maintain MI relating to Tax Reporting functions, highlighting issues to the Tax Reporting Manager upon exposure.
  • Process Improvement: Identify and implement process improvements, and contribute to ad-hoc projects, as required.
  • Compliance: Strict adherence to internal company policies and compliance procedures.
  • Training and Competence: Undertaking training and competence reviews as required by the business.
Requirements
  • Experience: Previous experience of working in financial services/Investment Operations is desirable.
  • Analytical Skills: Good analytical skills: proficient in Microsoft Office applications, particularly Excel.
  • Attention to Detail: Excellent attention to detail
  • Interpersonal Skills: Strong inter-personal and problem solving skills.
  • Teamwork: Comfortable working in a team as well as independently
  • Organisation: Highly organised and be able to multi-task effectively
  • Adaptability: Adaptable to changes in process and the use of new systems
  • Certification: Holding, or willing to study towards, the CISI 'Investment Operations Certificate (IOC)' is desirable
About Evelyn Partners

We are a leading provider of investment management and financial services. We pride ourselves on our commitment to providing a safe, supportive, and inclusive work environment for all our colleagues. We value diversity and are committed to creating a workplace where everyone feels respected and valued.

We offer a range of benefits, including competitive salary, private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, and option to purchase additional holiday. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.