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Operations Executive- Glasgow

Posted on May 24, 2023 by Resource Solutions - GSC

Glasgow, Lanarkshire, United Kingdom
Immediate Start
Annual Salary

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.


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


  • We take time to listen to & understand people's individual needs
  • We treat everyone fairly & with respect
  • We are honest & genuine


  • We build lasting, mutually beneficial relationships
  • We value everyone's contribution
  • We partner across the full breadth of our expertise to create shared value

Reference: 2562577132


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Operations Executive- Glasgow in Glasgow, Lanarkshire, United Kingdom, Full-Time

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