We're 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 position requires close cooperation with all of the Static Data team members, as well as interaction with all other operational areas across the entire business and stakeholder departments (front office, compliance, IT etc..), to deliver a high-quality service. This is a hybrid working role with an expectation to be in the office 3 days per week. As an Operations Executive, your responsibilities will include among others:
* Static Data responsibilities: Amending static data fields on various systems such as Nexus, XPlan, Avaloq and SEI upon request from colleagues;
responding to queries relating to changes; checking the correct documentation is provided; quality check changes from colleagues; answering phone calls, advising front office colleagues; processing bulk changeswithin specific timescales.
* Ensure that all tasks are completed to a high standard, work is produced within deadlines and that any anomalies are reported to your line manager within agreed timescales.
* Assist when requested in project initiatives within the Operations team.
* Respond to enquiries in a timely professional manner, liaising with external parties where relevant and 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.
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* Demonstrable interest in financial services.
* 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.
* 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.
Desired
* Experience gained within a financial services institution especially in Operations is advantageous but not essential.
* For candidates with no relevant experience, Scottish Higher / GCSE's (or equivalent) at level C or higher in relevant subject.
* Relevant professional qualifications e.G. CISI Investment Operations Certificate desirable but not essential.
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 that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals., Arcadis is the world's leading company delivering sustainable design, engineering, and consultancy solutions for natural and built assets. We are more than 36,000 people, in over 70 countries, dedicated to improving quality of life. Everyone has an important role to play...., AskBio Inc., a wholly owned and independently operated subsidiary of Bayer AG, is a fully integrated gene therapy company dedicated to developing life-saving medicines and changing lives. The company maintains a portfolio of clinical programs across a range of..., Edinburgh We have an exciting opportunity for a Team Administrator to join a passionate team of award-winning professionals at Hoare Lea. The role is based in our Edinburgh office, with close working across our connected offices based around the UK. You will be joining a..., What are we looking for At Cosentino () we are looking for a Sales Administrative to join our Distribution Center located in Livingston. The Centers are an example of Cosentino's total commitment to its clients, providing them with exclusive and high-quality service. The...
* 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. Similar jobs, NHS Lothian - Head of Risk, Quality & Assurance (Estates & Facilities) Salary: Grade 8B £74,003 - £79,164 Contract: Permanent, Full-time About NHS Lothian NHS Lothian is one of Scotland's largest and most complex healthcare systems, serving a population of over 900,000...