Operational Excellence Specialist
7 days ago
About Evelyn Partners
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.
Our mission is 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 Summary
We are seeking an Operational Excellence Specialist to join our team. This role requires someone who is commercially aware & strategic in operational approach, with great planning, organisational and communication skills.
The successful candidate will be responsible for ensuring all client transfers In are dealt with promptly and accurately, including liaising with external third parties, responding to queries from front office teams in a timely manner, and identifying any weaknesses in internal controls and recommending potential improvements.
Key Responsibilities
- To ensure all client transfers In are dealt with promptly and accurately, including liaising with external third parties.
- Respond to queries from front office teams such as Investment Management & Client Services in a timely manner.
- Ensure all incoming queries are monitored and responded to daily.
- Identify any weaknesses in internal controls and recommend potential improvements.
- Assist in the collation of MI relating to Transfers In functions, highlighting issues to the team manager upon exposure.
- Participate in, and contribute to, any ad-hoc project-related work where necessary.
Requirements
The ideal candidate will have previous experience in an Investment Operations role and possess strong Microsoft Office skills & experience, particularly Microsoft Excel. They will also have effective and professional communication skills, both verbal and written, with an ability to adapt conversation for external parties and to suit any level within the business.
A positive can-do attitude, with a strong desire to deliver results, is essential. The candidate should be comfortable working as an individual as well as working well within a team and able to adapt to changes in process and the use of new systems.
Benefits
We offer a competitive salary of £55,000 - £65,000 per annum, private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, option to purchase additional holiday, and 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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