Operations Executive - Corporate Actions - 12 Month FTC

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Company Overview

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice. Our success relies on our passionate team, guided by our purpose to deliver good advice and support clients in achieving their goals.

Job Description

We are seeking a talented individual to join our Operations team in Glasgow. You will be responsible for managing daily Corporate Action functions, ensuring timely and accurate processing of events, including event notification, client elections, portfolio updates, and reconciliations.

Key Responsibilities

• Complete tasks to high standards within deadlines, reporting anomalies to your manager.
• Meet team KPIs/KRIs/MIRs and assist in MI collation.
• Respond professionally to enquiries via phone, email, and system, liaising with external parties as needed.
• Maintain and respond to client enquiries, ensuring documentation is current.
• Deliver high-quality work with accuracy, including data entry and document checking.
• Ensure fair treatment of clients and transparent interactions.

Qualifications

• Interest in financial services.
• Basic proficiency in Microsoft Word and intermediate Excel.
• Strong communication skills, both written and verbal.
• Ability to understand complex information, solve problems, and pay attention to detail.
• Effective workload organization and deadline management.

Desirable Skills

• Experience in financial services operations is advantageous but not essential.
• Relevant academic qualifications or professional certifications like CISI are a plus.

Benefits

• Competitive salary, private medical insurance, life assurance, pension, hybrid working, generous holidays, and more.

We value diversity and are committed to an inclusive environment. Reasonable adjustments are available during the application process.

Additional Details

Position: Associate, Full-time, Finance sector.

Location: Glasgow, Scotland, UK.