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Operations Assistant (Client Reporting), Tilney Smith & Williamson - Glasgow

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Salary Description:
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Purpose of Role

To perform all daily duties associated with Client Reporting functions to a high standard, ensuring work is completed accurately and on time, and client requirements are prioritised at all times. To adhere to all controls, regulatory guidelines and procedures relevant to CGT and Valuations functions.


Tasks and activities

* Complete all daily tasks assigned to you in relation to Client Reporting; including running closing schedules and regular liaison with Investment Front Office for requests, remediation and query resolution.
* Assist in the preparation of diarised and adhoc valuations.
* Assist in the preparation and diarised and adhoc tax packs.

* 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 KPI's / KRI's / MIR are met
* 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

Key Competencies:

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

Education and Qualifications:

* For candidates with no relevant experience, Graduate
* Relevant professional qualifications e.g. CISI Investment Operations Certificate desirable but not essential

Experience and Skills:

* Settlement operations experience gained within a financial institution, advantageous but not essential
* Demonstrable interest in financial services and in particular investment management
* Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel
* Understanding of Portfolio administration for bespoke investment clients
* Good communication skills - verbal and written
* Ability to work accurately under pressure, multi task and interpret information quickly
* Understanding of CGT principles (preferred)
* Understanding of Investment Products (preferred)
* Understanding of performance and impact to valuations (preferred)
* Understanding of tax packs for clients (preferred)
* Deal with complex queries and find resolve to all parties satisfaction

About Tilney Smith and Williamson

Tilney Smith & Williamson is the UK's leading integrated wealth management and professional services group, created by the merger of Tilney and Smith & Williamson on 1 September 2020.

With £54.8 billion of assets under management (as of 30 June 2021), it ranks as the third largest UK wealth manager measured by revenues and the eighth largest professional services firm ranked by fee income. The Group currently operates through three principal brands: Tilney, Smith & Williamson, and online investment service Bestinvest. It has a network of 28 offices across the UK, as well as the Republic of Ireland and the Channel Islands. Through its operating companies, the Group offers an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

Value statement

Tilney Smith & Williamson's chosen purpose to "place the power of good advice into more hands" succinctly encapsulates the group's central mission of supporting both individuals and businesses to achieve their goals.

In delivering its purpose, Tilney Smith & Williamson have set out three core values that it is committed to embedding in the culture of the business:

* Personal - we treat you as an individual: We are a people business at heart and strive to deliver a friendly, inclusive, and personalised service to all of our clients, large and small.
* Partnership - we go further together: We develop relationships that stand the test of time, spanning multiple generations. We partner across the full breadth of our expertise to create value for our clients, our company and society at large.
* Performance - we strive for more: We are ambitious for our clients and for ourselves, so we aim to be a forward-thinking and innovative business that leads the way in the industry.

Diversity statement

The Tilney Smith & Williamson Group recognises the benefits of a diverse workforce and is committed to treating all colleagues with dignity and respect regardless of race, gender, disability, age, sexual orientation, religion, or belief. At Tilney Smith & Williamson we are committed to equal opportunities in all aspects of our work.

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