Reporting and Mailroom Executive 12 month FTC

OVERALL SUMMARY

Join TrinityBridge Client Reporting Fulfilment & Mailroom Team where you will beresponsible for the production of client outputs statements and reports on a daily periodic and ad hoc basis ensuring quality standards are governed and maintained. The team assumes ownership of the client reporting processes to ensure that checks across all other departments are complete before generating printing and distributing reports and mail. Reporting timeliness and accuracy are key to this function. All incoming and outgoing mailroom activity for all of TrinityBridge including scanning is undertaken by this team.

The role will be:

• To undertake and oversee the production/generation printing and despatch/loading online of individual and bulk client outputs and documentation for all client types.
• To ensure all regulatory deadlines and responsibilities of the team are met and maintained.
• To be the Goto person and Subject Matter Expert across the range of activities undertaken by the team.
• To be involved in the Mailroom activities of the team as and when required.

RESPONSIBILITIES

• To undertake the full range of activities that fall within the remit of the Client Reporting Fulfilment and Mailroom Team including:
• Daily production printing despatch and loading online of all system produced client correspondence including but not limited to contract notes which must adhere to strict regulatory deadlines.
• Detailed checking and production of periodic valuation/statements on a quarterly basis.
• Production and despatch of annual tax statements.
• Undertake control checks to ensure quality accuracy and completeness of client reporting.
• Ad hoc production of mass mailings to support the business.
• Bulk printing of documentation to support the business on a regular and ad hoc basis.
• Close liaison with other internal business units to ensure that an excellent service is provided to both internal and external clients at all times.
• To administer incoming and outgoing mail for all clients including sortation distribution scanning onto the document management system and archiving where applicable.
• Assisting in collating departmental statistics on a daily and monthly basis where appropriate.
• Assisting with maintaining an uptodate Procedures Manual.
• Involvement in project and operational excellence work to ensure processes are enhanced to improve efficiencies.
• To participate in the Appraisal and Development Scheme.
• Demonstrate the Firms Business Principles (Client Excellence People & Integrity).
• To inform Line Manager of areas of concern and issues that may arise.

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.

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:

• Previous Financial Services experience specifically in a Wealth Management business would be a key advantage.
• Bulk printing (including mail merge production) experience would be an advantage.
• Strong Microsoft Excel skills essential.
• Flexibility and availability to work regularly outside of normal office hours (evenings and weekends) some of which would be at short notice.
• Keen attention to detail (system and nonsystem).
• Ability to work quickly and accurately within very tight deadlines.
• Good team player with the ability to work on own initiative.
• Good communication skills.

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you dont 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 thatspeculative CVs received by TrinityBridge that have not been authorised in advance by us will be ineligible for an agency fee. Thank you.

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At TrinityBridge we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.

We believe that everyone should think ahead have a financial plan and invest wisely. Our clients are professionals business owners individuals charities families and employers who rely on our clear financial advice and investment management services to preserve and grow their longterm savings and investments.

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 facetoface services to enable strong longterm relationships with our clients.

Sustainability is fundamental to our purpose and we have a responsibility to help address the social economic and environmental challenges facing our business colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

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 the growth of our people providing a sense of belonging and team spirit and the ability to 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 wellbeing while delivering impact where it matters all of which contributes to our exceptional client experience.

We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or longterm 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.