Job Description

Company DescriptionFor over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we're dedicated to making that a reality.Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.What will you be doing?Evelyn Partners Fund Solutions Ltd (EPFL) provides Authorised Fund Manager (AFM / ACD) and Fund Administration services to Authorised Funds domiciled in the UK. Fund Administration services are inclusive of Fund Pricing & Valuations, Financial Reporting & Taxation, Transfer Agency and Technical Fund Accounting & Transitions.We're seeking a talented individual to join as Operations Executive - Transfer Agency in Glasgow. This role will have responsibility for ensuring all aspects of Transfer Agency duties are co-ordinated and completed in a timely and accurate manner as required within service level agreements and regulatory requirements. Duties are principally inclusive of investor dealing, settlements, client money and distributions.As Operations Executive - Transfer Agency, your responsibilities will include among others

• Ensure that all tasks are completed to a high standard and work produced within deadlines and that any anomalies are reported to your line manager within agreed timescales.
• Ensure that personal and team KPIs are met, assist in collation of MI highlighting any issues to management.
• Respond to telephone and email enquiries in a timely professional manner, liaising with fund managers and external parties where relevant and in a timely manner, escalating any issues where relevant.
• Log, maintain and respond to written client enquiries in a timely manner, ensuring all client and external documents are relevant and up to date.
• Contribute to the review of team tasks, identifying improvements with a view to enhancing client service. Participate in, and contribute to, any ad-hoc project-related work where necessary.
• Adopt a high-quality culture to minimise errors and ensuring high quality service levels are delivered. Ensuring all work is with a high level of accuracy, including data input, document checking and payments, escalating to manager or relevant department where necessary.

QualificationsTo be successful in this role, you should have

• Experience gained within a financial services institution especially in Operations is advantageous but not essential.
• Demonstrable interest in financial services and in particular 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.
• Ability to work well in a team but concurrently comfortable to work individually.
• Demonstrate ability to understand and summarise complex information in a professional and concise manner.

Additional InformationAs 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 dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
• Fully funded training towards professional qualifications
• Cycle to work scheme
• Season ticket loan
• Eye care support

We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you'll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives. We're dedicated to creating a workplace where you can thrive and reach your full potential.We are committed to providing reasonable adjustments throughout the application process. Please don't hesitate to discuss your needs with your recruiter.

Evelyn Partners