Financial systems manager Work, Jobs in Walkden, Gtm (with Salaries)

Financial Services Operations Administrator
TrinityBridge —Northwich
- Overtime
- Computer literacy
- Data entry
- Communication skills
Trainer for Residential Childcare
Halliwell Homes —Eccles
- £28,810 - £35,212 a year
- Full-time
- Up to 50% travel
- Project management
- Travel
- Free parking
- Health & wellbeing programme
Quick apply
Junior Development Manager
LOVESPACE —Farnworth
- £32,000 - £38,000 a year
- Full-time
- Analysis skills
- Bachelor's degree
- Travel
- Employee discount
Quick apply
Senior Credit Manager
PYRAMID DISPLAY MATERIALS LTD —Manchester
- £45,000 - £55,000 a year
- Full-time
- English
- Team management
- Travel
- Free parking
- Health & wellbeing programme
Quick apply
9d
Personal Injury Solicitor/Office Manager
Quaint Legal Limited —Bolton
- £45,000 - £60,000 a year
- Full-time
- Supervising experience
- Team management
- Leadership
Quick apply
3d
Head of New Business & Implementation – Procurement & Supply Chain
TVS Supply Chain Solutions —Chorley
- Full-time
- Hybrid work
- Continuous improvement
- No degree
- Travel
- Free parking
- Health & wellbeing programme
Quick apply
14d
Assistant General Manager-Experience & Innovation
Metropolitan Council —Heywood
- £165,339.20 - £330,678.40 a year
- Full-time
- Master's degree
- Bachelor's degree
- Continuous improvement
- Employee assistance programme
- Life insurance
Manager, Customer Support Ctr
Metropolitan Council —Heywood
- £101,774.40 - £165,152.00 a year
- Full-time
- Hybrid work
- Data analysis skills
- Supervising experience
- Bachelor's degree
- Employee assistance programme
- Life insurance
3d
Management Accountant
Kenny Waste Management Ltd —Manchester
- Full-time
- Analysis skills
- In-person
- Analytics
- Employee assistance programme
- Employee discount
Quick apply
Branch Manager – Professional House Share & Corporate Lets
Mistoria house Share —Bolton
- Up to £32,000 a year
- Full-time
- Business development
- Team management
- Contracts
- Free parking
- Sick pay
Quick apply
2d
Operations Manager
Quarrybank Group —Cheadle
- £40,000 - £45,000 a year
- Full-time
- CRM software
- Business development
- Continuous improvement
Quick apply
10d
Finance & Office Manager
Dale Industrial Complex Ltd Astley Park Estate, Kennedy Road, Chaddock Lane, Astley, Manchester M29 7JY —Manchester
- £26,000 - £30,000 a year
- Overtime
- Microsoft Word
- Microsoft Excel
- Microsoft Access
- Free parking
- Flexible schedule
Quick apply
Assistant Planning Manager
Network Plus —Worsley
- £42,000 - £45,000 a year
- Continuous improvement
Quick apply
Regional Private Hire Licensing Administrator
Otto Car Ltd —Manchester
- £14,000 a year
- Part-time
- Hybrid work
- Organisational skills
- Training & development
- Communication skills
- Flexitime
- Work from home
Quick apply
9d
Regional Operations Manager
Blue Ribbon —Warrington
- Up to £60,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Continuous improvement
Quick apply
10d
Accounts Assistant
K3 Advisory Group —Bolton
- Hybrid work
- Communication skills
Quick apply
Senior Bookkeeper/Club Accountant
Dunham Forest Golf and Country Club —Altrincham
- £40,000 a year
- Full-time
- Bar
- Organisational skills
- Computer skills
- Free parking
Quick apply
3d
Technical Services Manager
ISS Facility Services —Bolton
- Microsoft Word
- Analysis skills
- Team management
Quick apply
8d
Head of Operations
Down Syndrome Cheshire —Northwich
- £33,000 - £38,000 a year
- Weekend availability
- Writing skills
- Continuous improvement
- No degree
- Flexitime
Quick apply
5d
Graduate Portfolio Performance Analyst
Perch Group —Manchester
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Communication skills
- Analytics
- Health & wellbeing programme
- Work from home
Quick apply
1d

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financial systems manager jobs near walkden, gtm

Financial Services Operations Administrator

TrinityBridge -
Northwich

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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

financial systems manager jobs in walkden, gtm

Financial Services Operations Administrator

Trainer for Residential Childcare

Junior Development Manager

Senior Credit Manager

Personal Injury Solicitor/Office Manager

Head of New Business & Implementation – Procurement & Supply Chain

Assistant General Manager-Experience & Innovation

Manager, Customer Support Ctr

Management Accountant

Branch Manager – Professional House Share & Corporate Lets

Operations Manager

Finance & Office Manager

Assistant Planning Manager

Regional Private Hire Licensing Administrator

Regional Operations Manager

Accounts Assistant

Senior Bookkeeper/Club Accountant

Technical Services Manager

Head of Operations

Graduate Portfolio Performance Analyst

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