Operations Executive Transfers

Operations Executive Transfers - 12 Month FTC Join to apply for the Operations Executive Transfers - 12 Month FTC role at Evelyn Partners Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals. What will you be doing? Perform daily duties, checking and general processing of all Operations functions in a timely and accurate basis, ensuring compliance with regulatory requirements and operating within defined standards and guidelines aligned to service level agreements and data quality controls. Ensure that all tasks are completed to a high standard, work is produced within deadlines and any anomalies are reported to your line manager within agreed timescales. Ensure that personal and team KPI's / KRI's / MIR are met, assist in collation of MI highlighting any issues to management. Respond to telephone, email and system enquiries in a timely professional manner, liaising with external parties where relevant and escalating any issues where relevant. Log, maintain and respond to written client enquiries in a timely manner, ensuring all client and external documents are relevant and up to date. Adopt a high-quality culture to minimise errors and ensure high quality service levels are delivered. Ensure all work is accurate, including data input, document checking and escalating to manager or relevant department where necessary. Ensure that fair treatment of clients is at the forefront of all activities and that all interactions are conducted in an open and transparent manner. Qualifications Demonstrable interest in financial services. Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel. Strong interpersonal skills essential, with the ability to communicate well both written and verbally to senior audiences. Ability to understand and summarise complex information in a professional and concise manner and solve problems quickly with high levels of accuracy and attention to detail. Ability to organise workloads effectively and meet tight deadlines, with a flexible approach to team priorities. Responding to queries from both internal and external parties in a timely manner and providing a high level of customer service both internally and externally. Desired Experience gained within a financial services institution especially in Operations is advantageous but not essential. For candidates with no relevant experience, Scottish Higher / GCSE's (or equivalent) at level C or higher in relevant subject. Relevant professional qualifications e.g. CISI Investment Operations Certificate desirable but not essential. Additional Information & Benefits Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependent) Generous holiday package Option to purchase additional holiday Shared parental leave Seniority level Associate Employment type Full-time Job function Administrative 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. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know. #J-18808-Ljbffr