Operations Executive: COO & CASS Oversight | Finance Ops

Evelyn Partners; Liverpool; On-site; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Hybrid working model

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Job summary

Evelyn Partners in Liverpool is seeking an Operations Executive to support COO and CASS oversight on a 12-month FTC. This varied role offers exposure to senior stakeholders and the leadership team, delivering essential controls and insights across the operations function.

You will track COO actions, assist audits, support investigations, monitor transaction reporting and MI, and conduct user access reviews.

Qualifications

• Demonstrate interest in financial services.
• Strong working knowledge of MS Office: Word and Excel.
• Excellent written and verbal communication, able to brief senior audiences.
• Ability to summarise complex information clearly and accurately.
• Able to organise workload and meet tight deadlines with flexibility.
• Provide high level of customer service to internal and external stakeholders.

Responsibilities

• COO error tracking and ensure timely actions; update risk event system with profit/loss data.
• Assist audits (internal and external) and track related actions.
• Assist COO error and complaint investigations and preventive actions.
• Assist with transaction reporting monitoring, loss allocation and MI production.
• Assist with user access reviews across COO and external custodial platforms.
• Monitor and maintain COO Risk & Control Self-Assessment (RCSA).

Skills

Interest in financial services

MS Office (Word, Excel)

Interpersonal communication

Summarise complex information

Organise workload & deadlines

Customer service

Education

CISI Investment Operations Certificate

Job description

Evelyn Partners in Liverpool is seeking an Operations Executive to support COO and CASS oversight on a 12-month FTC. This varied role offers exposure to senior stakeholders and the leadership team, delivering essential controls and insights across the operations function.

You will track COO actions, assist audits, support investigations, monitor transaction reporting and MI, and conduct user access reviews.