Administrator Work, Jobs in Prestbury, Chs (with Salaries)

Financial Services Operations Administrator
TrinityBridge —Northwich
- Overtime
- Computer literacy
- Data entry
- Communication skills
Business Administrator
Gray Healthcare Ltd —Macclesfield
- £30,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Continuous improvement
- Free parking
Quick apply
Digital Customer Experience Administrator
MetroRod Ltd —Macclesfield
- £27,839 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Continuous improvement
- Free parking
- Annual leave
Quick apply
14d
Auction Administrator
Adam Partridge Auctioneers & Valuers —Macclesfield
- From £25,500 a year
- Full-time
- CRM software
- Microsoft Outlook
- Computer literacy
Quick apply
Customer Support Administrator (Debt Advice)
Angel Advance —Warrington
- £25,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
- Free parking
- Annual leave
Quick apply
Digital Customer Experience Administrator - FTC
MetroRod Ltd —Macclesfield
- £27,839 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Continuous improvement
- Free parking
- Annual leave
Quick apply
14d
Business Administrator
Care UK —Macclesfield
- £12.92 an hour
- Part-time
- Microsoft Office
- Human resources
- Recruiting
- Employee discount
Dental Receptionist
Poynton Dental Clinic —Stockport
- From £12.71 an hour
- Part-time
- Organisational skills
- Cleaning
- In-person
- Free parking
- Annual leave
Quick apply
5d
Contract Administrator
Equans —Macclesfield
- From £28,000 a year
- Full-time
- Microsoft Outlook
- Recruiting
- Contracts
- Annual leave
- Employee assistance programme
Receptionist/Administrator
BLZ Limited —Cheadle Hulme
- £24,000 - £28,000 a year
- Full-time
- Microsoft Word
- Computer literacy
- Administrative experience
- Free parking
Quick apply
15h
Administrator
Lantern Fire and Security Ltd —Kidsgrove
- £25,500 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
11d
Customer Service Administrator
WS Transportation —Knutsford
- £26,500 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
11d
Building and Bookings Assistant
St Michael & All Angels Church, Macclesfield —Macclesfield
- £14 an hour
- Part-time
- Computer literacy
- Microsoft Office
- Administrative experience
Quick apply
11d
Personal Assistant & Office Coordinator
Blume Group —Manchester
- £30,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Free parking
- Employee discount
Quick apply
14h
Traffic Administrator
H Crabtree Limited —New Mills
- £44,000 a year
- Full-time
- In-person
- Communication skills
- Free parking
Quick apply
16h
Supply Chain Administrator
Vestey Foods UK Ltd —Crewe
- £28,000 a year
- Full-time
- Hybrid work
- ERP systems
- Administrative experience
- Data entry
- Free parking
- Work from home
Quick apply
Sales & Finance Administrator
HPL Motors —Oldham
- £26,000 - £28,500 a year
- Full-time
- Sales
- Customer service
- Administrative experience
Quick apply
HR Administrator
PayStream Accounting Services —Altrincham
- £28,000 - £30,000 a year
- Full-time
- Computer literacy
- Administrative experience
- Human resources
Quick apply
14d
Project Administrator / Coordinator
AIB Solutions Limited —Newcastle-under-Lyme
- £27,000 - £34,000 a year
- Full-time
- Microsoft Word
- English
- Databases
- Free parking
Quick apply
6d
Service Administrator
Stratstone Exotics —Wilmslow
- Computer literacy
- Administrative experience
- Organisational skills
- Annual leave
- Employee discount
Quick apply

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Financial Services Operations Administrator

TrinityBridge -
Northwich

Apply Now

Job details

Fixed term contract

Qualifications

Financial Conduct Authority guidelines
Computer literacy
Stakeholder liaison
Internal department liaison
Risk management
Data entry
Communication skills
Client onboarding compliance checks

Full job description

Team member of the Client Onboarding & Data Maintenance team, part of the Client Operations functions and responsible for client onboarding and client data maintenance. This covers both TrinityBridge and Third Party (custody).

The overall client onboarding team is driven by front office (who verify AML and complete Client Due Diligence), with the client onboarding divisions responsible for validation of instruction, associated client communication, liaising with our third party administration team, accurate and timely data input and managing workflows. Complete and error-free input will be essential to establishing new relationships on the right footing.

Key responsibilities

Accurate and timely processing of new 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 shapes/structures, reporting pack settings, income preferences, bank account recording and all other applicable data items including associated client contact
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 online access maintenance. This includes associated client contact
Daily interaction with internal 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 Incident 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).

Regulatory responsibilities | Compliance/T&C

Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.

Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.

About you | Qualifications, skills and strengths

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

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Refine Your Search

administrator jobs in prestbury, chs

Financial Services Operations Administrator

Business Administrator

Digital Customer Experience Administrator

Auction Administrator

Customer Support Administrator (Debt Advice)

Digital Customer Experience Administrator - FTC

Business Administrator

Dental Receptionist

Contract Administrator

Receptionist/Administrator

Administrator

Customer Service Administrator

Building and Bookings Assistant

Personal Assistant & Office Coordinator

Traffic Administrator

Supply Chain Administrator

Sales & Finance Administrator

HR Administrator

Project Administrator / Coordinator

Service Administrator

I want to receive the latest job alerts for administrator in prestbury, chs

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