OVERALL SUMMARY Join TrinityBridge 3rd Party Business Processing Team which is part of the Wealth Planning area of the Business and specifically deal with client assets held with Third Party Providers (custody and non custody). The team are responsible for validation of instruction, business submission, associated communications with third parties and colleagues, third party administration, accurate and timely data input, managing workflow and 3rd party provider relationship management. The role may be extended to include working with TrinityBridge products. RESPONSIBILITIES Accurate and timely processing of business for new and existing clients. This includes but is not limited to, validation of client instruction, new client/portfolio set ups, online access set up, ongoing fee arrangements, income preferences, bank account recording and all other applicable data items. Accurate and timely processing of existing client static data changes, including, but not limited to, change of address, change of bank details, ongoing fee amendments and change of contact information. Appropriate and regular follow up to business submissions/data update requests and recording of progress updates. Cash Management for plans where cash requirements for outgoings must be managed manually. Daily interaction with Xplan and Third Party systems adhering to applicable SLAs and workflow management. Adherence to all departmental procedures. Close liaison with other teams and departments across the business to ensure all processes run smoothly and effectively. Document management - ensure documentation is scanned/saved and archived in accordance with department operating procedures. Assist the Risk Management and Service Management Teams in the resolution of queries. Participation in the Appraisal and Development Scheme. To inform Line Manager of areas of concern and issues that may arise. Demonstrate the Firm’s Business Principles (Client, Excellence, People & Integrity). WE WOULD LOVE TO HEAR FROM YOU IF: Previous Financial Services experience, specifically in a Wealth Management business, would be a key advantage, as would experience in working with investment products, wrappers and ‘platforms.’ High levels of accuracy and attention to detail Ability to work quickly and accurately within very tight deadlines, and prioritise effectively Good team player with the ability to work on own initiative and willing to respond to varying requests Flexibility and availability to work overtime during peak workload periods Excellent communication skills (written and verbal) IT proficiency Proactive nature to gain efficiencies Previous data entry and paperwork checking experience desirable. Previous customer/client service experience would be an advantage. 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. We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role. To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you. LI-EM1 LI-SY1 LI-JJ1