Document Work, Jobs in Northwich, Chs (with Salaries)

Client Data Administrator (12 month FTC)
TrinityBridge —Northwich
- Overtime
- Computer literacy
- Data entry
- Communication skills
Casework Administrator (Toxicology)
Key Forensic Services —Warrington
- £24,683.85 a year
- Microsoft Word
- Administrative experience
- Organisational skills
- Employee assistance programme
Quick apply
13d
Compliance Administrator
Fire Protection Compliance Ltd —Northwich
- From £30,000 a year
- Full-time
- Microsoft Outlook
- Administrative experience
- Contracts
Quick apply
Bespoke Client Account Onboarding Executive (12 month FTC)
TrinityBridge —Northwich
- Overtime
- Computer literacy
- Data entry
- Communication skills
Employment Support Officer - Connect to Work
Cheshire West and Chester Council —Northwich
Compliance Administrator Assistant
Student Cribs —Fallowfield
- £30,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Customer Contact Centre Advisor
Independent Office for Police Conduct —Sale
- £28,665 a year
- Hybrid work
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
12d
Site Administrator
McDermott Building & Civil Eng Ltd —Middlewich
- Full-time
- Microsoft Word
- Microsoft Outlook
- Microsoft Office
Quick apply
9d
Customer Support Advisor
Allegiant Finance Services —Warrington
- £24,023 a year
- Full-time
- Hybrid work
Quick apply
2d
Financial Services Operations Administrator
TrinityBridge —Northwich
- Overtime
- Computer literacy
- Data entry
- Communication skills
Sterile Service Support Assistant - Theatres (Band 2)
North Cheshire and Mersey NHS Foundation Trust —Warrington
- £25,272 a year
- Full-time
- Computer literacy
- Communication skills
7d
Administration Assistant
DTS Law —Manchester
- £19,500 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Computer literacy
Quick apply
13d
Business Support Officer
AllSpace Furnishings —Manchester
- £34,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Google Suite
Quick apply
1d
Medical Records Analyst
Express Solicitors —Manchester
- £32.50 an hour
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- English
- Employee assistance programme
- Flexible schedule
Admin
Lichfield West Midlands Traded Services —Warrington
- £0 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
Quick apply
Head of Administration
MAJ Law Ltd —Daresbury
- £28,000 - £30,000 a year
- Full-time
- Administrative experience
- Supervising experience
- Human resources
Quick apply
BFI Film Academy Assistant Producer & Content Co-Ordinator (Creative Engagement)
HOME (Greater Manchester Arts Centre Limited) —Manchester
- Internship
9d
Junior IT Service Desk Representative (Apprentice)
Primary Goal —Chester
- £23,000 - £25,000 a year
- Full-time
- Computer Science
- Data entry
- Communication skills
Quick apply
Test Center Administrator - Manchester
PSI Services UK Limited —Manchester
- £14 an hour
- Part-time
- Customer service
- Computer literacy
- Computer skills
- Annual leave
Quick apply
Information Governance Officer
General Medical Council —Manchester
- £36,000 a year
- Employee assistance programme
- Employee discount
9d

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Client Data Administrator (12 month FTC)

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

Full job description

Team member of the overall Client Onboarding & Data Maintenance team, part of the Client Operations functions and responsible - for the maintenance of client data on TrinityBridge (and partner) party systems.

The overall Client Onboarding and Data Maintenance team is driven by Front Office (who verify instruction and liaise with our clients), with the Data Maintenance team responsible for validation of instruction, accurate and timely data input and managing workflows. Complete and error-free input will be essential to maintaining strong client relationships.

Key Responsibilities

Accurate and timely validation of client instruction and processing of client static data changes including, but not limited to, change of address, change of bank details, regular payments set up, ongoing fee amendments and online access maintenance.
Daily interaction with internal (and partner) 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 Operational Risk 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 #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

document jobs in northwich, chs

Client Data Administrator (12 month FTC)

Casework Administrator (Toxicology)

Compliance Administrator

Bespoke Client Account Onboarding Executive (12 month FTC)

Employment Support Officer - Connect to Work

Compliance Administrator Assistant

Customer Contact Centre Advisor

Site Administrator

Customer Support Advisor

Financial Services Operations Administrator

Sterile Service Support Assistant - Theatres (Band 2)

Administration Assistant

Business Support Officer

Medical Records Analyst

Admin

Head of Administration

BFI Film Academy Assistant Producer & Content Co-Ordinator (Creative Engagement)

Junior IT Service Desk Representative (Apprentice)

Test Center Administrator - Manchester

Information Governance Officer

I want to receive the latest job alerts for document in northwich, chs

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