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Operations Manager

1 month ago

Glasgow, Glasgow City, United Kingdom Evelyn Partners Full time
Job Summary

We are seeking a highly skilled and detail-oriented Operations Executive to join our team at Evelyn Partners. As an Operations Executive, you will play a critical role in ensuring the smooth operation of our Transaction Reporting function, ensuring that all eligible transactions are reported to the regulator correctly and on time in line with MiFID II regulations.

You will be responsible for performing daily duties, including investigating any breaches that may arise from other departments, and ensuring that all tasks are completed to a high standard and within deadlines.

This is an excellent opportunity for a motivated and organized individual to join a dynamic team and contribute to the success of our organization.

Key Responsibilities
  • Ensure that all tasks are completed to a high standard and within deadlines.
  • Investigate any breaches that may arise from other departments.
  • Respond to telephone and email enquiries in a timely and professional manner.
  • Contribute to the review of team tasks and identify improvements to enhance client service.
  • Ensure that fair treatment of clients is at the forefront of all activities.
Requirements
  • Demonstrable interest in financial services and investment management.
  • Working knowledge of Microsoft Office packages, including Word and Excel.
  • Strong interpersonal skills and ability to communicate well with senior audiences.
  • Ability to work well in a team and individually.
  • Ability to understand and summarise complex information in a professional and concise manner.
Qualifications
  • Scottish Higher / GCSE's (or equivalent) at level C or higher in relevant subjects.
  • Relevant professional qualifications, such as the CISI Investment Operations Certificate, are desirable but not essential.
Benefits
  • Competitive salary.
  • Private medical insurance.
  • Life assurance.
  • Pension contribution.
  • Hybrid working model.
  • Generous holiday package.
  • Option to purchase additional holiday.
  • Shared parental leave.