OVERALL SUMMARY Join TrinityBridge Direct Team Wealth Planning Services where you will gain excellent administrative experience. Working as part of the team, our ideal member will have previous experience in administration with excellent data handling skills. RESPONSIBILITIES Accurate and timely client data entry onto TrinityBridge systems Adherence to TrinityBridge procedures Data cleansing Supporting the testing of new systems and processes Notation of accounts – accurate recording or changes made and the reasons for that change Written client and provider contact Document management - ensure documentation is scanned, saved and archived in accordance with department operating procedures General ad hoc duties as required by the team or assigned by the your line manager WE WOULD LOVE TO HEAR FROM YOU IF: Excellent attention to detail Confident in querying anomalies Excellent IT skills Good communication skills - verbal and written Excellent record keeping and reporting capabilities Ability to manage repetitive processes Positive ‘can do’ attitude Ability to prioritise workload effectively Self-motivated Have personal accountability and drive The ability to work independently or as part of a team Good working knowledge key Microsoft applications and good, accurate input skills 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