Documentation manager Work, Jobs in Stockport, Gtm (with Salaries)

Bespoke Client Account Onboarding Executive (12 month FTC)
TrinityBridge —Northwich
- Overtime
- Computer literacy
- Data entry
- Communication skills
Documentation Manager
AstraZeneca —Macclesfield
- Organisational skills
- AI
7d
Compliance Administrator Assistant
Student Cribs —Fallowfield
- £30,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Development Coordinator
Pets at Home —Cheadle
- Full-time
- Hybrid work
- Databases
- Communication skills
1d
Operations Manager
Quarrybank Group —Cheadle
- £40,000 - £45,000 a year
- Full-time
- CRM software
- Business development
- Continuous improvement
Quick apply
3d
Junior Project Manager – Renewable Energy
ClearVolt —Alderley Park
- £28,000 - £32,000 a year
- Full-time
- Engineering
- Microsoft Office
- Travel
Quick apply
7d
Document Controller
ACS Construction Group —Cheadle Hulme
- Full-time
- Travel
- Training & development
- Communication skills
11d
Administration Manager
M&N Textiles Ltd —Stockport
- £28,000 - £32,000 a year
- Part-time
- Data entry
- Contracts
- In-person
- Free parking
Quick apply
Reward Manager
Channel4 —Manchester
- £64,969 a year
- Hybrid work
- Data analysis skills
- Analysis skills
- Project management
7d
Studio Operations Manager
WM Design Studio LTD. —Warrington
- £30,000 - £38,000 a year
- Part-time
- Hybrid work
- CRM software
- Management
- Databases
Quick apply
11d
Programme Manager
The Christie NHS Foundation Trust —Manchester
- £57,528 - £64,750 a year
- Full-time
- Research
- Continuous improvement
- Team management
4d
Operations/Office Manager
VBS Ltd —Rossendale
- £26,000 - £35,000 a year
- Full-time
- Microsoft Outlook
- Administrative experience
- Data entry
Quick apply
Recruitment and Onboarding Coordinator
Blazing Stars Education —Cheadle
- Up to £30,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Human resources
- Free parking
- Health & wellbeing programme
Quick apply
11d
Operations Manager
Rehlko —Walkden
- Up to £52,000 a year
- Full-time
- Management
- Continuous improvement
- Organisational skills
- Employee assistance programme
CRM Assistant
The Fragrance Shop —Manchester
- Organisational skills
- Communication skills
- Free parking
- Work from home
Asset Manager
Sodexo —Wythenshawe
- £50,000 a year
- Full-time
- Hospital
- Continuous improvement
- Organisational skills
- Employee assistance programme
Quick apply
14d
Operations Admin Support - Manchester
Savills Management Resources —Manchester
- Monday to Friday
- Microsoft Outlook
- Research
- Databases
8d
Finance Manager
Daisy Communications LTD —Stockport
- Up to £80,000 a year
- Full-time
- Data analysis skills
- Communication skills
Quick apply
Ocean Export Coordinator
Crane Worldwide UK Limited —Woodhouse Park
- Microsoft Word
- Customer service
- Organisational skills
3d
Procurement Manager - Services & Operations
Rolls-Royce SMR —Warrington
- £60,000 - £78,750 a year
- Full-time
- Organisational skills

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documentation manager jobs near stockport, gtm

Bespoke Client Account Onboarding Executive (12 month FTC)

TrinityBridge -
Northwich

Apply Now

Job details

Fixed term contract

Qualifications

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

Full job description

Role overview

Team member of the Client Onboarding & Data Maintenance team, part of the Client Operations functions and responsible for client onboarding and client data maintenance.
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, third party administration, accurate and timely data input and managing workflow. 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/account set ups, online access set up, ongoing fee shapes/structures, reporting pack settings, income preferences, bank account recording, LEI application, initiation of cash and asset transfers, and all other applicable data items
Daily interaction with Xplan, PULSE, Symphony, Fusion 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 experience of operational processes in wealth manager or private client asset management practices would be a key advantage, as would experience in working with investment products, wrappers and ‘platforms’ and cash/asset transfers
Accuracy and attention to detail
Effective prioritisation
Ability to work quickly and accurately within very tight deadlines
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 skills
Proactive nature to gain efficiencies

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

documentation manager jobs in stockport, gtm

Bespoke Client Account Onboarding Executive (12 month FTC)

Documentation Manager

Compliance Administrator Assistant

Development Coordinator

Operations Manager

Junior Project Manager – Renewable Energy

Document Controller

Administration Manager

Reward Manager

Studio Operations Manager

Programme Manager

Operations/Office Manager

Recruitment and Onboarding Coordinator

Operations Manager

CRM Assistant

Asset Manager

Operations Admin Support - Manchester

Finance Manager

Ocean Export Coordinator

Procurement Manager - Services & Operations

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