Operations Executive - Client Reporting - 12 Month FTC

Glasgow, Scotland, United Kingdom

12/15/2024

Evelyn Partners is the UKs 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.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where theyre 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.

Read More About Us And Available Career Opportunities Here

Careers | Evelyn Partners

Job Description

What will you be doing?

Were seeking a talented individual to join our Client Reporting team in Glasgow. You will be responsible for performing the daily duties, checking and general processing of all client reporting functions, in a timely and accurate basis, whilst ensuring compliance with regulatory requirements.

You will operate within defined standards and guidelines which are aligned to service level agreements and data quality controls

As Operations Executive - Client Reporting, your responsibilities will include among others:

• Ensure that all tasks are completed to a high standard and that any anomalies are reported to your line manager within agreed timescales.
• Ensure that personal and team KPIs are met. Assist in collation of MI statistics relevant to team duties, highlighting any issues to your line manager upon exposure.
• 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.
• Strict adherence to internal company policies and compliance procedures.
• Undertaking training and competence reviews as required by the business.
  
  

Qualifications

Skills and Experience:

• Proficient in Microsoft Office applications, particularly Excel
• Excellent attention to detail
• Strong inter-personal and problem solving skills
• Comfortable working in a team as well as independently
• Ability to organise workloads effectively and meet tight deadlines
• Adaptable to changes in process and the use of new systems
  
  

Desired

• Previous experience of working in financial services/Investment Operations is desirable but not essential
• Relevant professional qualification(s) desirable e.g. CISI Investment Operations Certificate
  
  

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 were 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.