Operations Executive COO & CASS Oversight - 12 Month FTC

Location
Liverpool, gb
Posted
Sep 25, 2026
Last seen
Sep 27, 2026

About the role

What will you be doing?

We're seeking a talented individual to join us as an Operations Executive - COO & CASS Oversight in Liverpool on a 12 month FTC.

This is a varied role, offering a really good overview of Operations and exposure to senior stakeholders and the leadership team.

As an Operations Executive - COO & CASS oversight, your responsibilities will include among others:

- COO error tracking - ensuring all actions are completed in a timely manner and the risk event system is updated appropriately with any profit / loss information - Assist in the coordination of audits (both internal and external - eg. AAF, IT) and the tracking of associated actions - Assist with COO error investigation, COO complaint investigation and tracking of any actions to prevent future reoccurrence - Assist with transaction reporting monitoring, operational losses allocation and reconciliation and production of COO error and cost centre postings MI - Assist with user access reviews, ensuring all colleagues across COO have an appropriate level of access to internal systems as well as the external custodial platforms - Monitoring and maintenance of the COO Risk & Control Self-Assessment (RCSA)

To be successful in this role, you should:

- Demonstrable interest in financial services - Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel - Strong interpersonal skills are essential, with the ability to communicate well both written and verbally to senior audiences - Demonstrate ability to understand and summarise complex information in a professional and concise manner and solve problems quickly with high levels of accuracy and attention to detail - Ability to organise workloads effectively and meet tight deadlines, with a flexible approach to team priorities - Responding to queries from both internal and external parties in a timely manner and providing a high level of customer service both internally and externally

Desired:

- Prior CASS experience is desirable but not essential - Experience gained within a financial services institution especially in Operations is advantageous but not essential - Relevant professional qualifications e.g. CISI Investment Operations Certificate desirable but not essential

As a colleague here at Evelyn Partners you will have access to benefits that include:

- Competitive salary - Private medical insurance - Life assurance - Pension contribution - Hybrid working model (role dependant) - Generous holiday package - Option to purchase additional holiday - Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.