Operations Executive - COO & CASS Oversight Evelyn Partners•Liverpool, United Kingdom
Job Description
What will you be doing
We are looking for a talented individual to join us as an Operations Executive - COO & CASS Oversight in Glasgow or Liverpool. In your role, you will perform daily duties associated with the COO & CASS Oversight function, ensuring work is completed accurately and on time while adhering to all controls, regulatory guidelines and procedures relevant to team functions.
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 and tracking of any actions to prevent future reoccurrence.
- Assist with COO complaint investigation and tracking of any actions to prevent future reoccurrence.
- 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.
- Assist with operational losses allocation and reconciliation.
To be successful in this role, you should
- Demonstrable interest in financial services and in particular investment management.
- 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.
- 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.
- Experience gained within a financial services institution especially in Operations is advantageous but not essential.
As a colleague here at Evelyn Partners you will have access to benefits that include:
- Private medical insurance
- Life assurance
- Pension contribution
- 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.
Full-time +1
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Operations Executive - Coo & Cass Oversight in Glasgow employer: Evelyn Partners
Evelyn Partners is an excellent employer, offering a dynamic work environment in Liverpool that fosters collaboration and innovation. With a strong focus on employee growth, you will have access to professional development opportunities and the chance to engage with senior leadership, making your contributions impactful. The company values a supportive culture where your skills are recognised and rewarded, ensuring a meaningful and fulfilling career path.
