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Purpose

To provide Executive Assistant support to members of the Executive Committee.

Responsibilities

• Filter information coming to the Executive team member(s), identifying priorities for their attention, responding to or forwarding on as appropriate
• Facilitating effective business relationships between the Executive team and external parties
• Perform extensive diary management - scheduling meetings and establishing priorities to ensure smooth and efficient running of daily schedules
• Ensure Executive team member(s) are ready for allmeetings ensuringpapers are in order and all schedules confirmed
• Provide support to committee meetings, including developing agendas, taking accurate notes (where necessary) and actions as well as preparing meeting packs
• Pro-actively gather relevant information to ensure Executive team member(s) are able to progress key pieces of work and briefed for meetings
• Co-ordinate support for the Executive Committee member(s) through regular 1-1 meetings of their direct reports, performance and development discussions and other catch-ups
• Identify potential efficiencies in all areas of work and implement or raise with others as appropriate
• Answer incoming phone calls to the required standard, giving callers an excellent first impression of 7IM
• Undertake any other work deemed appropriate by your line manager
• Actively subscribe to 7IM’s Code of Conduct and 7IM’s mission and tenets

Knowledge

• Knowledge of 7IM’s business and priorities would be advantageous
• Microsoft Office suite to a good level
• Knowledge of Financial Services would be beneficial but not essential
• Knowledge and experience of diary management and event organisation
  

• Excellent technical skills including Outlook, Word, Excel, and PowerPoint
• The ability to multitask and ability to manage multiple priorities logistically
• Excellent organisational skills with the ability to work well under pressure
• Excellent written and oral communication skills
• Solid planning/organisational and interpersonal skills
• Ability to process new tasks quickly and effectively
• Ability to maintain confidentiality at all times
• Ability to meet deadlines with high levels of accuracy
• Ability to use own initiative and work with minimal supervision
• The individual must be confident in dealing with senior members of the organisation

• None but the candidate will need to be numerate and have been educated to at least GSCE level English

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. They wanted everyone to have access to the kind of service and expertise that institutional investors would expect.

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 Wealth Management (PWM). PWM will continue to operate as an independent company, retaining its brand, identity, and leadership.

Our team, our clients and our funds under management have grown steadily over the years. From our offices in London, Edinburgh, and Jersey, more than 400 talented people manage over £19 billion for a range of clients, including individuals and families, financial advisers, corporates, charities and trustees.

We still follow our founders’ plan and aim to get the simple things right all wrapped up with real, honest, human service – that’s what sets us apart from everyone else.