Financial Services Operations Specialist
4 weeks ago
At Evelyn Partners, we offer a highly competitive salary of £35,000 - £45,000 per annum, commensurate with experience.
About the RoleWe are seeking an experienced Transaction Reporting Professional to join our team in this exciting opportunity. As a key member of our operations department, you will be responsible for ensuring that all eligible transactions for the group are reported to the regulator correctly and on time in line with the MiFID II regulations.
Your primary objective will be to perform daily tasks associated with transaction reporting, identifying any anomalies and escalating them to your line manager within agreed timescales. You will also contribute to the review of team tasks, identifying improvements to enhance client service and participate in ad-hoc project-related work where necessary.
In this role, you will have the opportunity to develop your skills and knowledge in financial services, working closely with our Front Office, Dealing, and Static Data teams. You will be expected to maintain accurate records, respond to queries from internal and external parties, and provide excellent customer service at all times.
Required Skills and Qualifications- Demonstrable interest in financial services, particularly investment management
- Working knowledge of Microsoft Office packages, minimum basic level Word and intermediate level Excel
- Strong interpersonal skills, with the ability to communicate effectively with senior audiences
- Ability to work well in a team but also comfortable working independently
- Demonstrate ability to understand and summarise complex information professionally and concisely
- Ability to organise workloads effectively and meet tight deadlines
- Competitive salary (£35,000 - £45,000 per annum)
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We value diversity and inclusivity at Evelyn Partners and strive to create a workplace where all colleagues feel respected and valued. We believe that diverse perspectives and experiences drive innovation and excellence. If you are passionate about financial services and eager to make a difference, we encourage you to apply for this exciting opportunity.
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