Administrative Support Specialist
1 month ago
We are seeking an experienced and organized individual to join our Transitions team as an Administrative Support Specialist. The successful candidate will provide administrative support to the team, ensuring timely transition of client assets into 7IM.
Key Responsibilities:- Provide administrative support to the Transitions team, ensuring timely transition of client assets into 7IM.
- Work with the Transitions team to track and report on assets in transfer, ensuring adherence to Service Level agreements.
- Communicate with counterparties, fund managers, and custodians to manage the smooth and timely transition of client assets to and from 7IM.
- Efficiently track and report on assets in transfer using the Asset Tracker system, providing clear and relevant updates to enable the client to monitor progress of the transfer.
- Manage the Transitions mailbox, post, and telephone queries.
- Monitor reports and systems to check for receipt of funds and assets, process cheques for the custodian to apply to the accounts.
- Receive transfer cheques into 7IM, cross-checking information, updating the system, and passing to the cash management team for processing.
- Strong knowledge of tax wrapper structures, including ISA, SIPP, and Offshore Bond.
- Excellent knowledge of asset transfer processes, including unit trust, CREST, foreign, certificated, and cash movements.
- Ability to work closely with others within the team, sharing the workload and responsibility.
- Flexible attitude to duties, as the role requirements may evolve to meet changing demands within the team.
We are looking for a highly organized and detail-oriented individual who can provide excellent administrative support to our Transitions team. If you have a strong background in administration and a passion for delivering high-quality results, we would love to hear from you.
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