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Senior operations Assistant




Job Description:

We have been engaged by a Glasgow based Investment company who are seeking a Senior Operations Assistant to join their team. The purpose of this role is to perform daily investment operational duties whilst checking and general processing of all transfer functions.

As a talented and hardworking and experienced individual you will have the responsibility of double checking all items processed are correct and in a timely basis. This is a great role If you enjoy working as a team, have strong interpersonal skills and thrive in a service driven environment.


  • Ensure all transfers items are processed in a timely manner and escalated when delays appear to be occurring
  • Training of operations assistants and providing cover to other areas to ensure BAU and projects are processed in a timely basis
  • Ensure that all tasks are completed to a high standard and that any anomalies are reported to your line manager within agreed timescales
  • Ensure that personal and team KPIs / KRIs / MIR are me
  • Provide technical advice to assist in resolving issues or queries which arise within the team
  • Contribute and assist with change initiatives relevant to the team
  • Prepare weekly management information statistics relevant to team duties
  • Support the change management programme relevant to your area and be actively involved in the development and delivery of changes to operational and systems infrastructure
  • Respond to telephone enquiries in a timely and professional manner
  • Contribute to the review of team tasks, identifying improvements with a view to enhancing client service
  • Support and provide cover for other members of the team and wider department
  • Assist with training new recruits to the team in BAU activities, acting as a positive role model
  • Contribute to documenting team procedures, periodically reviewing and updating them
  • Ensure that fair treatment of clients is at the forefront of all activities and that all interactions are conducted in an open and transparent manner
  • Demonstrate a thorough understanding of the firms regulatory framework and how this applies to your role.
  • Demonstrate an understanding of the risks to clients within their operation and how these will be mitigated
  • Demonstrate an understanding and application of the Groups Conduct Risk Framework
  • Ensure that knowledge and skills are maintained and developed in line with industry, regulatory and internal requirements by undertaking regular and appropriate continuous professional development (CPD)
  • Complete and update on the job Training Needs Analysis
  • Operate in accordance with divisions policies and procedures manuals
  • Ensure comprehensive client records are kept and that these are accurate and up to date at all times

Key Competencies:

  • Delivers excellent service
  • Planning & organising
  • Following instructions and procedures
  • Attention to detail and accuracy
  • Personal leadership, teamwork & supervising
  • Communication
  • Integrity & trustworthy

Education and Qualifications:

  • Relevant professional qualification(s) desirable e.g. CISI Investment Operations Certificate

Experience and Skills:

  • Settlement operations experience gained within a financial institution
  • Demonstrable knowledge of investment management, including relevant terminology
  • Demonstrable knowledge of the regulatory environment and how it applies to and impacts your role
  • Experience of delegating and reviewing work advantageous but not essential
  • Working knowledge of Microsoft Office packages: Minimum basic level Word and Excel
  • Demonstrate ability to understand and summarise complex information in a professional and concise manner
  • Strong Interpersonal skills are essential, with the ability to communicate well both written and verbally to senior audiences.

Job reference: BH12074
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
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CoreAsset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

Posted 24 days ago

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