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Operations Executive - Assurance, Liverpool
Client: [Client details missing]
Location: Liverpool, United Kingdom
Job Category: Other
EU work permit required: Yes
Job Reference:
be6bb7ab7729
Job Views:
9
Posted:
26.04.2025
Expiry Date:
10.06.2025
Job Description:
What will you be doing
We are looking for a talented individual to join us as an Operations Executive - Assurance in Glasgow or Liverpool. Your role will involve performing key duties related to Operational Assurance functions, ensuring compliance with regulations and applying CASS Safe Custody rules. You will handle daily operational assurance tasks, including processing transaction dealing errors and maintaining compliance with FCA CASS rules.
Responsibilities include:
* Completing tasks to a high standard within deadlines, reporting anomalies, and meeting KPIs/KRIs/MIRs.
* Responding to enquiries professionally and liaising with fund managers and external parties, escalating issues as needed.
* Maintaining and responding to client enquiries and ensuring documents are current.
* Reviewing team tasks and contributing to improvements and projects.
* Ensuring high-quality work with accuracy, escalating issues when necessary.
* Applying the Group's Conduct Risk Framework and maintaining industry knowledge through CPD.
Skills and Experience
Ideal candidates will have:
* An interest in financial services and investment management.
* Basic proficiency in Microsoft Word and intermediate in Excel.
* Strong interpersonal and communication skills, both written and verbal.
Preferred but not essential:
* Experience in financial services operations.
* Relevant qualifications such as CISI Investment Operations Certificate.
Additional Benefits
As an Evelyn Partners colleague, you will enjoy:
* Competitive salary
* Private medical insurance
* Life assurance
* Pension contributions
* Hybrid working (role-dependent)
* Generous holiday allowance and options to purchase extra
* Shared parental leave
We value diversity and are committed to an inclusive workplace. Reasonable adjustments are available during the application process upon request.
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