Operations Executive (Transfers) Glasgow

Role Overview & Responsibilities

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