Job Description
Operations Executive (Transfers) Glasgow
- 18 month FTC (high likelihood of extension/becoming a permanent member of the team)
- Hybrid working (first 3 months- full time in the office. 3 days per week in the office after that)
- Competitive salary
- Incredible progression opportunities available- many prior Ops Execs are now SMEs and managers within the business!
Role Overview
Job purpose
The position requires close co-operation 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 high-quality service.
Key Responsibilities
The Transfers In team member is required to report directly into the Transfers In team manager and support day-to-day activities such as (but not limited to):
- To ensure all client transfers In are dealt with promptly and accurately, including liaising with and building good working relationships 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 from External Parties 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 ad-hoc project-related work where necessary.
Key Skills and Experience
- 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 can-do 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.
Professional Qualifications and Education
- Holding, or being willing to study towards, the CISI ‘Investment Operations Certificate’ (IOC) would be desirable.
Performance
« We are ambitious for our clients and act with their interests in mind
« We keep our promises & deliver excellence at pace
« We lead the way and embrace new ways of working
Our Values and Behaviours
Personal
- We take time to listen to & understand people’s individual needs
- We treat everyone fairly & with respect
- We are honest & genuine
Partnership
- We build lasting, mutually beneficial relationships
- We value everyone’s contribution
- We partner across the full breadth of our expertise to create shared value
Job Types: Full-time, Permanent, Temp to perm, Graduate
Contract length: 18 months
Salary: £23,500.00-£25,000.00 per year
Benefits:
- Company pension
- Life insurance
- Private dental insurance
- Private medical insurance
- Sick pay
- Work from home
Schedule:
- Day shift
- Monday to Friday
- No weekends
Ability to commute/relocate:
- Glasgow, G2 5SG: reliably commute or plan to relocate before starting work (required)
Experience:
- customer service: 1 year (preferred)
Work Location: Hybrid remote in Glasgow, G2 5SG