Operations Executive - Transfers Out

Glasgow, Scotland, United Kingdom

11/26/2024

Company Description

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.

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 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.

Read More About Us And Available Career Opportunities Here

Wealth, accountancy and business advisory services | Evelyn Partners

Careers | Evelyn Partners

Job Description

Job purpose

The position requires close co-operation with all other Transfer out Team members, as well an interaction with other operational areas across the entire business and stakeholder departments to deliver a high-quality transfer out service.

Key Responsibilities

The Transfers out team member is required to report directly into the Transfers out team manager and support day-to-day activities such as (but not limited to):

• To ensure all client transfers out are dealt with promptly and accurately, including liaising with external third parties, specifically our 2 custodians, Pershing & SEI.
• 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 Out functions, highlighting issues to the team manager upon exposure.
• Participate in, and contribute to, any ad-hoc project-related work where necessary.
  
  

Qualifications

Key Skills and Experience

• The role requires someone who is commercially aware & strategic in operational approach, with great planning, organisational and communication skills.
• There is a necessity to deliver a high performing, quality service that ensures consumer outcomes are core to delivery against key performance indicators, business goals and objectives.
• Working collaboratively with peers to drive consistency and cultural alignment with the brand.
• Previous experience in an Investment Operations role is desirable.
• 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.
• Preferable but not essential that the candidate would have strong Microsoft Office skills & experience, particularly Microsoft Excel.
• A positive can-do attitude, with a strong desire to deliver results.
• Comfortable to work as an individual as well as working well within a team.
• An ability to adapt to changes in process and the use of new systems.
• Holding, or being willing to study towards, the CISI ‘Investment Operations Certificate’ (IOC) would be desirable
  
  

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.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.