Operations Admin & Migration Project Support

Seven Investment Management

London

On-site

NOK 353,000 - 529,000

Full time

5 days ago
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Job summary

Seven Investment Management is seeking an Administrator to support the Operations team, primarily assisting the Platform Operations Manager with migrating clients to the 7IM Platform. The role involves financial administration, project-pack assembly, and document management to ensure accuracy and compliance.

You will collaborate across teams, monitor project timelines, contribute to process improvements, and help maintain efficient workflows in a dynamic environment.

Qualifications

  • Strong administrative processes and office organisation are required.
  • Proficiency with MS Office and familiar with project management tools.
  • Experience with Power BI and Power Automate is a bonus but not mandatory.

Responsibilities

  • Financial Administration: preparing client reviews, updating X-Plan, and ensuring accuracy with finance.
  • Migration Project Assistance: supporting migration packs, tracking progress, and timelines.
  • Records and Document Management: organising files and ensuring proper storage and disposal.
  • Team Collaboration: working with colleagues to ensure efficient workflows and a positive culture.
  • Continuous Improvement: identifying process improvements and implementing efficient systems.

Skills

Communication skills
Organisation & time management
Problem solving & decision making
Project management
Team collaboration

Tools

Power BI
Power Automate
Microsoft Office Suite
Project management software

Job description

Seven Investment Management is seeking an Administrator to support the Operations team, primarily assisting the Platform Operations Manager with migrating clients to the 7IM Platform. The role involves financial administration, project-pack assembly, and document management to ensure accuracy and compliance.

You will collaborate across teams, monitor project timelines, contribute to process improvements, and help maintain efficient workflows in a dynamic environment.

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