Operations Executive - COO & CASS Oversightnew

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.

Qualifications

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.

Desired

• 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.

Additional Information

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.