SIPP Transitions Administrator

Seven Investment Management; Greater London; Presencial; GBP 28 000 - 36 000; Tempo integral

Resumo da oferta

Seven Investment Management is seeking an Admin Support specialist for the Transitions team in Greater London. You will process SIPP transfer requests, chase cases with counterparties, and input instructions into Pershing NEXUS, ensuring timely client asset transitions.

You will liaise with counterparties, fund managers and custodians, track assets in transfer, manage the team mailbox, and process transfers via Origo and Altus while maintaining strict adherence to procedures and SLAs.

Qualificações

• Knowledge of tax wrappers: SIPP, ISA, GIA.
• Pershing NEXUS knowledge is an advantage.
• Asset transfer knowledge: unit trusts, CREST, foreign and cash movements.
• Electronic reregistration and Origo/Altus knowledge is an advantage.
• 1–3 years SIPP transitions/Administration experience.

Responsabilidades

• Process and check transfer requests from 7IM relationship management teams and input instructions into Pershing NEXUS.
• Liaise with counterparties, fund managers and custodians to ensure smooth transfers.
• Track assets in transfer using Transfer Tracker and provide progress updates to clients.
• Manage team mailbox, post and phone queries.
• Process transfers through Origo and Altus re-registration systems.
• Monitor reports to confirm receipt of funds and assets.
• Chase and validate transfer information from third parties.
• Process payments to clients and third parties related to transfers out.
• Ensure adherence to internal procedures and controls.
• Maintain relationships with other 7IM departments.

Conhecimentos

Attention to detail

Organisation

Communication skills

Ownership and initiative

Formação académica

IOC certificate (ideal)

Descrição da oferta de emprego

Purpose

Provide administrative support to the Transitions team, specifically in the processing and administration of 7IM SIPP transfers, to ensure timely transition of client assets into 7IM. Responsible for processing new SIPP transfer instructions and chasing cases with counterparties to ensure transfers are completed in a timely manner. Work with the Transitions team to track and report on assets in transfer and ensure adherence to Service Level agreements, liaising with colleagues and third parties to follow up and update on progress.

Responsibilities

• 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 Transfer Tracker system, providing clear and relevant updates to enable the client (internal and external) to monitor progress of the transfer
• Management of team mailbox, post and telephone queries
• Process transfers through our electronic re-registration system - Origo and Altus
• Monitor reports and systems to check for receipt of funds and assets
• Chase and validate SIPP transfer information from third parties
• Process payments to clients and third parties in relation to transfers out of 7IM
• Ensure adherence to internal and client operational procedures and controls
• Treat clients (internal and external) and colleagues fairly and adhere to the 7IM mission and tenets
• Maintain relationships with other 7IM departments

Other relevant information

• Reports to the SIPP Squad Lead
• 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

About You

Knowledge

• Knowledge of tax wrapper structures including SIPP, ISA, and GIA
• Knowledge of Pershing NEXUS system is an advantage
• Strong knowledge of asset transfer processes, including unit trust, CREST, foreign, and cash movements
• Knowledge of Electronic reregistration and Origo and Altus is an advantage
• 1-3 years SIPP transitions/Administration experience

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