Finance operations occupations Work, Jobs in Widnes, Chs (with Salaries)

Client Data Administrator (12 month FTC)
TrinityBridge —Northwich
- Overtime
- Data entry
- IT
- Financial services
Finance Graduate
HALTON BOROUGH COUNCIL —Halton
- £28,000 a year
- Annual leave
4d
Finance Operations Administrator (AAT Trainee)
Chetwood Bank —Wrexham
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Accounting
Quick apply
10d
Financial Operations Manager
ClearCourse —Manchester
- Full-time
- Hybrid work
- Microsoft Excel
- ERP systems
- Analysis skills
- Employee discount
Quick apply
14d
Associate - Debt Capital Markets
Together —Cheadle
- Full-time
Quick apply
Treasury Team Leader
Community Integrated Care —Widnes
- £30,208 - £35,500 a year
- Temporary
- Microsoft Excel
- Leadership
- Employee assistance programme
- Employee discount
Quick apply
Treasury Assistant
DSG Finance Group —Stockport
- £29,000 - £32,000 a year
- Full-time
- Microsoft Excel
- Financial services
- In-person
- Free parking
- Life insurance
Quick apply
7d
TRAC & Statistical Returns Administrator
University of Liverpool —Liverpool
- £29,588 - £33,951 a year
- Microsoft Excel
7d
Reconciliations Assistant (12m FTC)
Intact Insurance UK Limited —Liverpool
- Hybrid work
- Organisational skills
- Communication skills
- Time management
- Annual leave
- Flexible schedule
Quick apply
Business Operations Data Lead Analyst
Delta Capita —Wrexham
- Full-time
- Hybrid work
- Microsoft Excel
- Financial services
Quick apply
10d
Corporate Actions Senior Analyst
DTCC —Wrexham
- £27,000 - £29,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Analysis skills
- Bachelor's degree
- Annual leave
- Life insurance
Quick apply
Accounts Assistant - Banking
M&S Logistics —Sandbach
- £25,000 - £28,000 a year
- Full-time
- Free parking
Quick apply
Treasury Operations Administrator
Bibby Financial Services —Liverpool
- £28,000 - £30,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Gym membership
Quick apply
7d
Finance Intern (placement year)
Inizio —Manchester
- Oracle
- Analysis skills
- Accounting
Bank Reconciliation Analyst
Travel Counsellors —Manchester
- Hybrid work
- Microsoft Excel
- Data analysis skills
- Organisational skills
Quick apply
Transfers Officer (6 month FTC)
TrinityBridge —Northwich
Senior Investment Operations Administrator
Search Hiredonline —Liverpool
- Monday to Friday
- Microsoft Excel
- Analysis skills
- Financial services
11d
Fund Operations Administrator
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Microsoft Excel
- Time management
Cash Operations Administrator
AJ Bell —Manchester
- From £25,400 a year
- Hybrid work
- Microsoft Excel
- English
- IT
- Employee assistance programme
- Gym membership
Quick apply
3d
Specialist, Cash Management
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Management
- Bachelor's degree
10d

I want to receive the latest job alerts for finance operations occupations in widnes, chs

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Client Data Administrator (12 month FTC)

TrinityBridge -
Northwich

Apply Now

Job details

Fixed term contract

Qualifications

Data entry
IT
Financial services
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

finance operations occupations jobs in widnes, chs

Client Data Administrator (12 month FTC)

Finance Graduate

Finance Operations Administrator (AAT Trainee)

Financial Operations Manager

Associate - Debt Capital Markets

Treasury Team Leader

Treasury Assistant

TRAC & Statistical Returns Administrator

Reconciliations Assistant (12m FTC)

Business Operations Data Lead Analyst

Corporate Actions Senior Analyst

Accounts Assistant - Banking

Treasury Operations Administrator

Finance Intern (placement year)

Bank Reconciliation Analyst

Transfers Officer (6 month FTC)

Senior Investment Operations Administrator

Fund Operations Administrator

Cash Operations Administrator

Specialist, Cash Management

I want to receive the latest job alerts for finance operations occupations in widnes, chs

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected