Explore recruitment solutions Work, Jobs in Manchester, Eng (with Salaries)

Transfers Officer (6 month FTC)
TrinityBridge —Northwich
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- Weekend availability
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Assistant Manager, Manchester Selfridges
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The BigLife Group —Manchester
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Naimuri - Software Engineer - Manchester
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Assistant Store Manager
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DAC Beachcroft —Manchester
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Valtech Group —Manchester
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Guest Relations Manager
THG Ingenuity —Manchester
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Transfers Officer (6 month FTC)

TrinityBridge -
Northwich

Apply Now

Job details

Fixed term contract

Full job description

This is a role within the Transfers Team which forms part of the bigger Operations Department. As the Transfers Officer you will be reporting directly into the Transfer Manager and will be responsible for all activities relating to asset transfers in and out of TrinityBridge’s custody, internal transfers, and APS transfers.

RESPONSIBILITIES

Processing transfers in to and out of TrinityBridge for all account types, across multiple products and platforms
Internal transfers of holdings arising from changes to client status (eg. receipt of tax documentation, trust distributions, deceased, spouse to spouse transfers etc.)
Monitor transfer progress and escalate issues when required client contributions to their accounts
Facilitate Depot movements
Setting up Nominee accounts and providing KYC document when required
Report uploads/downloads (e.g. IFDS)
The role will require regular interaction with Fund Managers, market counterparties and other Operations teams that are involved in maintaining client account data and records
Demonstrate an understanding of and compliance with regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients

WE WOULD LOVE TO HEAR FROM YOU IF:

Previous experience of operational processes in wealth manager or private client asset management
Accuracy and attention to detail
Ability to work unsupervised at times
Team player willing to respond to varied requests
Able to build effective relationships with 3rd parties and internal customers such as the fund managers
Able to challenge current processes within the operations area and provide solutions and efficiencies
Understanding of re-registration of collective investments
Good all round securities knowledge
Experience with the Crest Gui
Experience with Equisoft would be advantageous

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

The Company

At TrinityBridge we are all connected by our mission to be a leading UK Wealth Manager, growing trusted client relationships that last for generations.

This strategic clarity provides our people with clear goals and objectives so that everyone understands the role that they play, and how they contribute to our success.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.

We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in our people and provide an environment where they can bring their whole selves, explore new opportunities and thrive.

We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for their wellbeing.

We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at [email protected] .

Equal Opportunities

As an employer, TrinityBridge is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee’s or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.

Apply Now

Refine Your Search

explore recruitment solutions jobs in manchester, eng

Transfers Officer (6 month FTC)

Associate - Employment

Gym Assistant

Intelligence Analyst

Bartender

Operational Support Officer

Assistant Manager, Manchester Selfridges

Business/Operations Graduate

Graduate Civil Engineer

AI Analyst Summer Internship

Night Cleaner

Family Support Worker / Administrator

Naimuri - Software Engineer - Manchester

Assistant Store Manager

Workplace Engineer-M365

Wedding & Special Events Coordinator

Senior Associate - Employment

Naimuri - Business Change Manager

Client Partner - FS&I

Guest Relations Manager

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