Skills
• Accuracy, thoroughness, and attention to detail in order to maintain the highest levels of service
• Systems learning skills to rapidly understand and use appropriate systems, including accurate inputting of detailed data across a number of different screens and software packages
• Written skills, in order to clearly, concisely and thoroughly present information to clients and wealth managers
• Numeracy skills in order to understand, process and check a range of data
• Telephone answering, rapport and relationship building skills in order to rapidly establish a high level of trust with the clients and wealth managers, to manage expectations, and to demonstrate a high level of ownership, competence, reliability and responsiveness
• Assertiveness and tenacity combined with diplomacy and sensitivity, to build and maintain good relationships with clients, wealth managers and colleagues across the company. The ability to ensure that necessary actions are taken to service clients, whilst maintaining positive relationships externally and internally
• Planning and organising skills to maximise operational efficiency and service, including prioritising appropriately
• Flexibility and innovation to handle and support changing (and sometimes conflicting) needs and demands, and continually to improve working practices
• Resilience to manage conflicting priorities and demands, ambiguity and demanding workloads
• Personal development focus, taking responsibility (with 7IM) for driving forward both personal and professional development to maximise effectiveness in this demanding role, and to grow in the role, and beyond
Knowledge
• Knowledge of discretionary investment management administration, including tax wrappers, would be advantageous
• Knowledge of Pershing systems and procedures would also be beneficial
• Knowledge of general office administration and Microsoft Office is preferable
Qualifications
• Working towards an industry-relevant examination (such as to Level 4 CISI IAD level). Support is provided by 7IM for those who are already part-qualified to complete the qualification
Skills/Other relevant information
• Adhere and contribute to 7IM's Values, Purpose and Vision