Operations Executive - Position Maintenance

Overview

Operations Executive – Position Maintenance at Evelyn Partners. This role is based in Glasgow and follows a hybrid working pattern (office 3 days per week).

Company Description

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 our purpose is placing the power of good advice into more hands, helping clients make significant decisions with confidence and guiding them towards their goals.

What will you be doing?

Join the Operations team in Glasgow to perform all daily duties associated with Position Maintenance functions to a high standard, ensuring work is completed accurately and on time and client requirements are prioritised. Adhere to controls, regulatory guidelines and procedures relevant to Position Maintenance. This is a hybrid role with an office requirement of 3 days per week.

• Ensure all tasks are completed to a high standard, meet deadlines, and report anomalies to your line manager within agreed timescales.
• Meet personal and team KPI\’s / KRI\’s / MIR; assist in collating MI and highlight issues to management.
• Respond to telephone, email and system enquiries promptly; liaise with external parties and escalate where needed.
• Log, maintain and respond to written client enquiries; ensure client and external documents are current and relevant.
• Maintain a high-quality culture to minimise errors and deliver high service levels; ensure accuracy in data input and document checking; escalate to manager or relevant department when necessary.
• Ensure fair treatment of clients and conduct all interactions openly and transparently.

Qualifications

To be successful in this role, you should:

• Demonstrable interest in financial services, particularly investment management.
• Working knowledge of Microsoft Office: Word (basic) and Excel (intermediate).
• Strong interpersonal skills; ability to communicate well in writing and verbally to senior audiences.
• Ability to understand and summarise complex information, solve problems quickly with high accuracy and attention to detail.
• Ability to organise workloads effectively and meet tight deadlines; flexible approach to team priorities.
• Respond to queries from internal and external parties with a high level of customer service.

Desirable

• Settlement operations experience within a financial institution (advantageous but not essential).
• For candidates with no relevant experience, Scottish Higher / GCSEs (or equivalent) at level C or higher in relevant subjects.
• Relevant professional qualifications (e.g., CISI Investment Operations Certificate) desirable but not essential.

Additional Information

As a colleague at Evelyn Partners, you will have access to benefits including:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We value a diverse workforce and offer multiple diversity, equity and inclusion initiatives. We are happy to make reasonable adjustments to accommodate your needs throughout the application process. Please let your Recruiter know.

Job Details

• Seniority level: Associate
• Employment type: Full-time
• Job function: Administrative

Location notes: Glasgow, Scotland, United Kingdom