Operations Executive COO & CASS Oversight - 12 Month FTC

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.

What will you be doing?

We're seeking a talented individual to join us as an Operations Executive - COO & CASS Oversight in Liverpool on a 12 month FTC.

This is a varied role, offering a really good overview of Operations and exposure to senior stakeholders and the leadership team.

Responsibilities

COO error tracking - ensuring all actions are completed in a timely manner and the risk event system is updated appropriately with any profit / loss information; Assist in the coordination of audits (both internal and external - eg. AAF, IT) and the tracking of associated actions; Assist with COO error investigation, COO complaint investigation and tracking of any actions to prevent future reoccurrence; Assist with transaction reporting monitoring, operational losses allocation and reconciliation and production of COO error and cost centre postings MI; Assist with user access reviews, ensuring all colleagues across COO have an appropriate level of access to internal systems as well as the external custodial platforms; Monitoring and maintenance of the COO Risk & Control Self-Assessment (RCSA)

Requirements

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

Nice to have

Prior CASS experience is desirable but not essential; Experience gained within a financial services institution especially in Operations is advantageous but not essential; Relevant professional qualifications e.g. CISI Investment Operations Certificate desirable but not essential

Benefits

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