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?
We're seeking a talented individual to join us as an Operations Executive - COO & CASS Oversight in Glasgow on a 12 month FTC.
This is a varied role, offering a really good overview of Operations and exposure to senior stakeholders and the leadership team.
As an Operations Executive - COO & CASS oversight, your responsibilities will include among others:
- COO error tracking - ensuring all actions are completed in a timely manner and the risk event system is updated appropriately with any profit / loss information
- Assist in the coordination of audits (both internal and external - eg. AAF, IT) and the tracking of associated actions
- Assist with COO error investigation, COO complaint investigation and tracking of any actions to prevent future reoccurrence.
- Assist with transaction reporting monitoring, operational losses allocation and reconciliation and production of COO error and cost centre postings MI
- Assist with user access reviews, ensuring all colleagues across COO have an appropriate level of access to internal systems as well as the external custodial platforms.
- Monitoring and maintenance of the COO Risk & Control Self-Assessment (RCSA).
To be successful in this role, you should:
- Demonstrable interest in financial services
- 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 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:
- Prior CASS experience is desirable but not essential
- 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
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.
Skills Required
- Demonstrable interest in financial services
- Basic Microsoft Word knowledge
- Intermediate Microsoft Excel knowledge
- Strong written and verbal interpersonal communication skills, including communication with senior audiences
- Ability to understand and concisely summarize complex information
- Problem-solving ability with high accuracy and attention to detail
- Ability to organize workloads, meet tight deadlines, and adapt to team priorities
- Ability to respond promptly to internal and external queries and provide high-quality customer service
- Prior CASS experience
- Experience in financial services operations
- Relevant professional qualification, such as the CISI Investment Operations Certificate
What We Do
Life is full of decisions that shape our future, but to make great decisions we need certainty and good advice. At Evelyn Partners (formerly Tilney Smith & Williamson), we have been giving good advice and helping people and businesses flourish for almost 200 years. Our mission is ‘to place the power of good advice into more hands’. We’re committed to giving more people and businesses access to good advice, regardless of their wealth or the size of their company. We are the UK’s leading integrated wealth management and professional services group. We can look after the combined wealth and tax needs of our clients and provide specialist accountancy, assurance, tax and advisory services for businesses. Our clients range from online investors to those requiring bespoke wealth management, and from charities to entrepreneurs and corporate businesses. By understanding you and partnering with you, our advice can help you achieve what matters to you most
