Transfers Officer (6 month FTC)

RESPONSIBILITIES

• Processing transfers in to and out of TrinityBridge for all account types, across multiple products and platforms
• Internal transfers of holdings arising from changes to client status (eg. receipt of tax documentation, trust distributions, deceased, spouse to spouse transfers etc.)
• Monitor transfer progress and elevate issues when required client contributions to their accounts
• Facilitate Depot movements
• Setting up Nominee accounts and providing KYC document when required
• Report uploads/downloads (e.g. IFDS)
• The role will require regular interaction with Fund Managers, market counterparties and other Operations teams that are involved in maintaining client account data and records
• Demonstrate an understanding of and compliance with regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients

WE WOULD LOVE TO HEAR FROM YOU IF:

• Previous experience of operational processes in wealth manager or private client asset management
• Accuracy and attention to detail
• Ability to work unsupervised at times
• Team player willing to respond to varied requests
• Able to build effective relationships with 3rd parties and internal customers such as the fund managers
• Able to challenge current processes within the operations area and provide solutions and efficiencies
• Understanding of re-registration of collective investments
• Good all round securities knowledge
• Experience with the Crest Gui
• Experience with Equisoft would be advantageous

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

The Company

At TrinityBridge we are all connected by our mission to be a leading UK Wealth Manager, growing trusted client relationships that last for generations.

This strategic clarity provides our people with clear goals and objectives so that everyone understands the role that they play, and how they contribute to our success.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.

We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in our people and provide an environment where they can bring their whole selves, explore new opportunities and thrive.

We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for their wellbeing.

We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at

As an employer, TrinityBridge is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee’s or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.

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