Operations Executive - Transfers In ISAs - 12 Month FTC
Operations Executive - Transfers In ISAs - 12 Month FTC
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Job Description
The position requires close cooperation with all other Transfer In Team members as well an interaction with other operational areas across the entire business and stakeholder departments to deliver a highquality transfer out service.
- To ensure all client transfers In are dealt with promptly and accurately including liaising with external third parties
- Respond to queries from front office teams such as Investment Management & Client Services in a timely manner.
- Ensure all incoming queries are monitored and responded to daily.
- Identify any weaknesses in internal controls and recommend potential improvements.
- Assist in the collation of MI relating to Transfers In functions highlighting issues to the team manager upon exposure.
- Participate in and contribute to any adhoc projectrelated work where necessary.
Qualifications :
- The role requires someone who is commercially aware & strategic in operational approach with great planning organisational and communication skills.
- There is a necessity to deliver a high performing quality service that ensures consumer outcomes are core to delivery against key performance indicators business goals and objectives.
- Working collaboratively with peers to drive consistency and cultural alignment with the brand.
- Previous experience in an Investment Operations role is desirable.
- Effective and professional communication skills both verbal and written with an ability to adapt conversation for external parties and to suit any level within the business.
- Preferable but not essential that the candidate would have strong Microsoft Office skills & experience particularly Microsoft Excel.
- A positive cando attitude with a strong desire to deliver results.
- Comfortable to work as an individual as well as working well within a team.
- An ability to adapt to changes in process and the use of new systems.
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 were 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.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
