Overview
Company:
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and we are guided by our purpose - placing the power of good advice into more hands, helping clients make significant decisions with confidence and achieve their goals.
What will you be doing?
We are looking for a talented Operations Executive to join our Static Data team in Glasgow. You will be responsible for all aspects of Static Data and Account Maintenance. The role requires close cooperation with the Static Data team and interaction with all other operational areas across the business and stakeholder departments (front office, compliance, IT, etc.) to deliver a high-quality service. This is a hybrid role with an expectation to be in the office 3 days per week.
Responsibilities
* Static Data responsibilities: Amending static data fields on systems such as Nexus, XPlan, Avaloq and SEI upon request from colleagues; responding to queries relating to changes; checking documentation is provided; quality checking changes; handling phone inquiries from front office colleagues; processing bulk changes within specified timescales.
* Ensure tasks are completed to a high standard, meet deadlines, and report anomalies to your line manager within agreed timescales.
* Assist with project initiatives within the Operations team as requested.
* Respond to enquiries in a timely, professional manner; liaise with external parties where relevant and escalate as needed.
* Log, maintain and respond to written client enquiries; ensure client and external documents are up to date.
* Maintain a high-quality culture to minimise errors and deliver high service levels; ensure accuracy in data input and document checking, escalating to the manager or relevant department when necessary.
Qualifications
* Demonstrable interest in financial services.
* Working knowledge of Microsoft Office: Word (basic) and Excel (intermediate).
* Strong interpersonal skills with the ability to communicate clearly in writing and verbally to senior audiences.
* Ability to understand and summarise complex information concisely, solving problems quickly with high accuracy and attention to detail.
* Ability to organise workloads, meet tight deadlines, and adapt to changing team priorities.
* Responding to queries from internal and external parties in a timely manner with high customer service standards.
Desired
* Experience in a financial services institution, especially in Operations, is advantageous but not essential.
* For candidates with no relevant experience, Scottish Higher / GCSEs (or equivalent) at level C or higher in relevant subjects.
* Relevant professional qualifications (e.g., CISI Investment Operations Certificate) are desirable but not essential.
Additional Information
As a colleague at Evelyn Partners, you will have access to benefits including:
* 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
We value the differences that a diverse workforce brings and are committed to creating an inclusive environment where all colleagues feel respected and can reach their full potential. We are happy to make any reasonable adjustments to accommodate your needs throughout the application process. Please inform your Recruiter.
Seniority level
Associate
Employment type
Full-time
Job function
Administrative
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