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Cash Management Administrator

eFinancial Careers
Job LocationLondon
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

areas and external providers. RESPONSIBILITIES:

  • Responsibility for:
    • Loan Administration.
    • Daily Banking Administration.
    • Internal Cash Administration.
    • SIPP Cash Administration.
    • ISA Administration.
  • Enhance, create and ensure adherence to internal and client operational procedures.
  • Maintain and enhance operational systems to maximise effectiveness.
  • Participate in all types of UAT testing.
  • Relationship with other 7IM departments as necessary ensuring procedures and controls are adhered to at all times.
  • Ensure that all controls are completed on a daily/weekly/monthly basis with all relevant documentation attached.
  • Identify and implement new / changes to procedures. Continuallylook at more efficient ways of carrying out tasks and act as a role model when implementingnew procedureson the team.
  • Support with other operational areas as directed by line manager.
  • Treat clients (internal and external) and colleagues fairly.
  • Provide clear and relevant updates to clients (internal and external) and to colleagues to build client confidence.
  • Any other reasonable tasks that are assigned to you by your line Manager.
  • Adhere to 7IMs Vision Purpose, Values and Personality (VPVP).
About The CandidateSKILLS:
  • Excellent accuracy and attention to detail.
  • Organisation of workload to meet deadlines.
  • Good communication skills, both oral and written.
  • Ability to see things through to their logical conclusion.
  • Ability & willingness to identify and suggest improvements in processes / service levels.
  • Ability to work under pressure and to tight deadlines.
  • Process design skills.
  • Ownership & Initiative.
KNOWLEDGE:
  • Good knowledge of operational administration.
  • Good knowledge of ISAs and pensions beneficial.
  • Knowledge of Pershing systems is an advantage.
  • Understanding and knowledge of Regulatory/Compliance requirements and internal 7IM policies.
QUALIFICATIONS:
  • Studying towardsthe Investment Operations Certificate or already completed.
OTHER RELEVANT INFORMATION:
  • The role is within the 7IM Operations Department reporting to the Cash Management Team Leader.
  • This role works closely with others within the team sharing the workload and responsibility so a team attitude is neededhelping others when required.
  • Flexible attitude to working hourssometimes the workload will demand additional commitment outside the contractual hours.
  • Flexible attitude to duties as training may be given on other Operations roles and the successful candidate will probably have to provide some holiday cover.
About The CompanyABOUT US:The 7 in 7IM refers to the seven original founders of the business. Back in 2002, they couldnt find a firm they trusted to manage their families money properlybig banks seemed impersonal and greedy, while most boutiques lacked the necessary investmentprocess and structure. They started the kind of organisation theyd 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. Weve 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-termgrowth 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, financialadvisers, 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 servicethats what sets us apart from everyone else.

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