Knowledge:
• Knowledge of tax wrapper structures including ISA, SIPP, Offshore Bond
• Knowledge of Pershing NEXUS system is an advantage
• Strong knowledge of asset transfer process including unit trust, CREST, foreign, certificated and cash movements
• Knowledge of Electronic reregistration and Origo and Altus is an advantage
• 1-3 years transitions/Administration experience beneficial
Qualifications:
• Ideally studying towards the IOC certificate or already qualified
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
Other relevant information:
• Reports to the Squad Lead
• 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 duties as the role requirements may evolve to meet changing demands within the team. The successful candidate may undertake training to provide holiday cover to other areas within Operations