Operations Executive

**Company Description**
For over 180 years, **Evelyn Partners** has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality.

Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.
**Job Description** What will you be doing?**

We’re seeking a talented individual to join our Onboarding team in Glasgow. You will be responsible for performing the daily duties associated with all onboarding functions to ensure ongoing compliance with anti-money laundering regulations, the Financial Services Compensation Scheme, Foreign Account Tax Compliance Act (FATCA), FCA and CASS rules, knowledge of Suitability and KYC requirements. You will ensure on-boarding of new clients within agreed SLA and maintaining accurate data for existing clients.

**As Operations Executive - Onboarding, your responsibilities will include among others**:

- Ensure that all tasks are completed to a high standard and work produced within deadlines, any anomalies are reported to your line manager within agreed timescales and ensure that personal and team KPI’s / KRI’s / MIR are met, assist in collation of MI highlighting any issues to management.
- Log, maintain and respond to written client enquiries in a timely manner, ensuring all client and external documents are relevant and up to date.
- Contribute to the review of team tasks, identifying improvements with a view to enhancing client service. Participate in, and contribute to, any ad-hoc project-related work where necessary.
- Adopt a high-quality culture to minimise errors and ensuring high quality service levels are delivered. Ensuring all work is with a high level of accuracy, including data input, document checking and payments, escalating to manager or relevant department where necessary.

**Qualifications** Skills and Experience**

**To be successful in this role, you should**:

- Demonstrable interest in financial services and in particular investment management.
- Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel.
- Strong Interpersonal skills are essential, with the ability to communicate well both written and verbally to senior audiences.
- Demonstrate ability to understand and summarise complex information in a professional and concise manner.
- Ability to solve problems quickly with high levels of accuracy and attention to detail and an ability to organise workloads effectively and meet tight deadlines.
- 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.
- Relevant professional qualifications e.g. CISI Investment Operations Certificate desirable but not essential.

**Additional Information** As a colleague here at Evelyn Partners, you will have access to benefits that include**:

- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- 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.