Operations Executive - Static Data

Office Location: Glasgow (177 Bothwell Street)

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.

We’re seeking a talented individual to join our Static Data team in Glasgow. You will be responsible for performing the daily duties, checking, and general processing of all static data functions, in a timely and accurate manner, whilst ensuring compliance with regulatory requirements and operating within defined standards and guidelines which are aligned to service level agreements and data quality controls.

Your responsibilities will include:

• Ensure that all tasks are completed to a high standard and work is produced within deadlines; report any anomalies to your line manager within agreed timescales and ensure that personal and team KPI’s / KRI’s / MIR are met, assisting in collation of MI highlighting any issues to management.
• Respond to telephone and email enquiries in a timely and professional manner, liaising with fund managers and external parties where relevant, escalating any issues where necessary.
• Log, maintain, and respond to written client enquiries in a timely manner, ensuring all client and external documents are relevant and up to date.
• Adopt a high-quality culture to minimise errors and ensure high-quality service levels are delivered, ensuring all work is performed with a high level of accuracy, including data input, document checking, and payments, escalating to the manager or relevant department where necessary.
• Ensure that fair treatment of clients is at the forefront of all activities and that all interactions are conducted in an open and transparent manner.
• Demonstrate an understanding and application of the Group's Conduct Risk Framework.
• Ensure that knowledge and skills are maintained and developed in line with industry, regulatory, and internal requirements by undertaking regular and appropriate continuous professional development (CPD).

Qualifications

To be successful in this role, you should:

• Demonstrable interest in financial services, particularly investment management.
• 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.
• Ability to solve problems quickly, with high levels of accuracy and attention to detail, and an ability to organise workloads effectively, meet tight deadlines, with a flexible approach to team priorities.
• Respond to queries from both internal and external parties in a timely manner and provide a high level of customer service both internally and externally.
• Experience gained within a financial services institution, especially in Operations, is advantageous but not essential.

Additional Information

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 your needs throughout the application process. Please let your Recruiter know.