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• 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
• Monitor reports and systems to check for receipt of funds and assets, process cheques for the custodian to apply to the accounts
• Receiving transfer cheques in to 7IM, cross checking information, updating the system and passing to cash management team for processing
• 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 of Transitions mailbox, post and telephone queries
• Maintain relationships with third party administrators, Fund Managers and custodian
• Attend and represent 7IM and industry forums
• Treat clients (internal and external) and colleagues fairly and adhere to the 7IM mission and tenets
• Maintain relationships with other 7IM departments
  

Skills:

• Accuracy, thoroughness and attention to detail
• Organisation and prioritisation skills to manage own workload to meet deadlines
• Good communication skills (oral and written) in order to deal with queries received via telephone, email and face to face, and to ensure responses and updates are both clear and relevant
• Ownership and initiative
• Understanding the importance of treating customers fairly to deal with any issues that occur promptly and efficiently

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.