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Transitions Team Leader
3 months ago
About The Role:
PURPOSE:
A role within Operations to take responsibility for the transfer of client assets.
Oversee day to day administration within the transitions team, to ensure timely transition of client assets, track and report on assets in transfer and ensure adherence to Service Level agreements and within controls set.
Ensure that we have continual cycle of enhanced processes, raised standards and improved quality. Be the point of escalation for any BAU issues. Mentor and develop team members and to align overall business objectives with the team and development.RESPONSIBILITIES:
Transfers Administration:
- Check and process transfer requests received from 7IM relationship management teams, liaising with third parties regarding settlement and inputting instructions into Pershing NEXUS system.
- Communicate with counterparties, fund managers and custodians to manage the smooth and timely transition of client assets to and from 7IM.
- Efficient tracking and reporting of assets in transfer using the Asset Tracker system, providing clear and relevant updates to enable the client (internal and external) to monitor progress of the transfer.
- Management of Transitions mailbox, post and telephone queries.
- Process transfers through our electronic reregistration system
- Altus and origo
- Process payments to clients and third parties in relation to transfers out of 7IM.
- Ensure adherence to internal and client operational procedures and controls.
Management Support:
- Be the first point of contact for internal and external escalations, acting promptly and professionally to resolve any issues.
- Coordinate procedure updates, team meetings, testing and other activities that may be requested by the business.
- Other responsibilities as reasonably required by Head of Transitions and/or 7IM.
Relationship Support:
- Maintain relationships with third party administrators, Fund Managers and custodian.
- Treat clients (internal and external) and colleagues fairly and adhere to the 7IM mission and tenets.
- Maintain relationships with other 7IM departments.
Continuous Improvement:
- Work with the team to ensure adherence of SLA's through appropriate allocation of tasks. Monitor performance against service level agreements and suggest solutions to any problems.
- Encourage communication with the team and other areas of the business.
- Assist with reviews of processes, systems and procedures discuss and test changes where necessary.
Training:
- Help identify areas for training and development with the team
- Share your knowledge amongst the team through guidance and assistance with more complex queries
- Promote understanding with the front office teams through feedback and highlighting potential training requirements. Assist with implementation of this.
About You:
SKILLS:
- Ability to lead others (demonstrated through relevant examples).
- Accuracy, thoroughness and attention to detail.
- Organisation and prioritisation skills to manage own workload to meet deadlines.
- Ownership and initiative.
KNOWLEDGE:
- Knowledge of tax wrapper structures including ISA, SIPP, Offshore Bond.
- Strong knowledge of asset transfer process including unit trust, CREST, foreign, certificated and cash movements.
- Understanding of the wider operations functions.
- 3 years industry experience within a Transitions environment.
- 13 years managerial experience
- Knowledge of Pershing NEXUS system is an advantage. Knowledge of Electronic reregistration and Altus/ Origo is an advantage.
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OTHER RELEVANT INFORMATION:
- Reports to Head of Transitions
- Subscribe to 7IM's Mission and Tenets and Treating Customers Fairly initiatives.
- This role works closely with others within the team sharing the workload and responsibility so a 'team' attitude is needed helping others when required.
- Flexible attitude to working hours sometimes the workload will demand additional commitment outside the contractual hours.
About Us:
The '7' in 7IM refers to the seven original founders of the business.
Back in 2002, they couldn't find a firm they trusted to manage their families' money properly - big banks seemed impersonal and greedy, while most boutiques lacked the necessary investment process and structure.
They started the kind of organisation they'd like to invest with themselves.
Their aim was to deliver steady returns over the long term, while keeping an eye on risk, using the best technology.
We've evolved since then. In 2015 Caledonia Investments joined us as a major shareholder.
In 2018 we acquired Tcam Asset Management, a firm we felt closely aligned with our investment philosophies and multi-asset approach.
In 2020 we continued our long-term growth strategy and acquired the award winning London based financial planning firm Partners W