7IM
7IM is an investment management firm seeking a junior operations professional to support their adviser team. You'll handle client account administration, processing transactions, and maintaining records across various investment products whilst helping onboard new clients to the business.
What you’ll do
- Set up and manage ad hoc and regular payments for ISAs, SIPPs, bonds and general investment accounts
- Monitor cash reconciliations, track outstanding fees and process client transfers in and out
- Update client details across systems including bank account changes and address amendments
- Generate reports covering valuations, performance data and transaction statements for clients
- Process new business applications and handle account closures and deceased client matters
Eligibility
- School or university leaver seeking your first professional role
- Attention to detail and accuracy in administrative and financial tasks
- Ability to manage multiple account types and client queries
- Competence with systems updates and record-keeping
Key facts
- Location: Not specified
- Rolling — applications open, no fixed deadline
- Graduate / entry-level role
Prepare for this role — free
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