Finance operations occupations Work, Jobs in Northwich, Eng (with Salaries)

Transfers Officer (6 month FTC)
TrinityBridge —Northwich
Graduate Trade Finance Officer
The Access Bank UK —Northwich
- £25,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Writing skills
- Analysis skills
- Employee assistance programme
Quick apply
Bespoke Client Account Onboarding Executive (12 month FTC)
TrinityBridge —Northwich
- Overtime
- Computer literacy
- Data entry
- Communication skills
Financial Services Operations Administrator
TrinityBridge —Northwich
- Overtime
- Computer literacy
- Data entry
- Communication skills
Graduate Processing Officer
The Access Bank UK —Northwich
- £25,000 a year
- Full-time
- Hybrid work
- Data entry
- Employee assistance programme
Quick apply
Client Data Administrator (12 month FTC)
TrinityBridge —Northwich
- Overtime
- Computer literacy
- Data entry
- Communication skills
Graduate Settlements Officer
The Access Bank UK —Northwich
- £25,000 a year
- Full-time
- Hybrid work
- Banking
- Employee assistance programme
Quick apply
Finance & Operations Executive
Purely Energy Ltd —Warrington
- £34,000 - £42,000 a year
- Full-time
- In-person
- Free parking
- Sick pay
Quick apply
Financial Operations Assistant
Radius Limited —Crewe
- Full-time
- Communication skills
- Employee discount
Quick apply
Finance Operations Manager
ClearCourse —Manchester
- Full-time
- Hybrid work
- Financial services
- Employee discount
Quick apply
Cash Operations Associate
DF Capital —Manchester
- Full-time
- Communication skills
- Analytics
- Annual leave
- Gym membership
Quick apply
10d
Operations Assistant
Radius Limited —Crewe
- Full-time
- Customer service
- Continuous improvement
- Organisational skills
Quick apply
Digital Payments & FinTech Operations Specialist
MikroVoucher Digital Payments Ltd. —Manchester
- £68,000 a year
- Full-time
- Data analysis skills
- Financial services
- In-person
- Health & wellbeing programme
- Gym membership
Quick apply
Finance Officer
Wigan & Leigh Hospice —Hindley
- £32,073 - £39,043 a year
- Full-time
- Hybrid work
- Continuous improvement
- Hospice
- Financial services
- Free parking
- Health & wellbeing programme
Quick apply
4h
Reconciliation Executive
HSS ProService —Manchester
- Hybrid work
- Analysis skills
- Continuous improvement
- Communication skills
- Employee discount
Quick apply
2d
Customer Services Support (SIPP/SSAS)
XPS Pensions Group —Manchester
- Full-time
- Communication skills
- Time management
- Employee discount
- Referral programme
Finance Operations Manager
University of Liverpool —Liverpool
- £47,389 - £59,966 a year
- Full-time
- Hybrid work
- Analysis skills
Student Finance Officer
UK MANAGEMENT COLLEGE —Manchester
- £30,000 - £40,000 a year
- Organisational skills
- Communication skills
Quick apply
Banking Clerk
AJ Bell —Manchester
- £28,000 - £30,000 a year
- Full-time
- Hybrid work
- Banking
- Employee assistance programme
- Gym membership
Quick apply
3d
Fund Operations Administrator
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Time management

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Transfers Officer (6 month FTC)

TrinityBridge -
Northwich

Apply Now

Job details

Fixed term contract

Qualifications

Stakeholder liaison
Process improvement
Risk management

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

finance operations occupations jobs in northwich, eng

Transfers Officer (6 month FTC)

Graduate Trade Finance Officer

Bespoke Client Account Onboarding Executive (12 month FTC)

Financial Services Operations Administrator

Graduate Processing Officer

Client Data Administrator (12 month FTC)

Graduate Settlements Officer

Finance & Operations Executive

Financial Operations Assistant

Finance Operations Manager

Cash Operations Associate

Operations Assistant

Digital Payments & FinTech Operations Specialist

Finance Officer

Reconciliation Executive

Customer Services Support (SIPP/SSAS)

Finance Operations Manager

Student Finance Officer

Banking Clerk

Fund Operations Administrator

I want to receive the latest job alerts for finance operations occupations in northwich, eng

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