Investment Administrator

OVERALL SUMMARY

Join TrinityBridge Bespoke Investment Team where you will provide administration service support to the Bespoke team working alongside two Senior Investment Directors a Senior Investment Manager and a Senior Investment Administrator. The role is vitally important to delivering excellent outcomes for the clients that are looked after by the team so the successful applicant would be working directly with all members of the team and across the whole client base.

RESPONSIBILITIES

Service Levels & Positive Client Outcomes

• Deliver levels of service expected by High Net Worth clients including assisting in the regular assessment and reporting of any change in client circumstances & suitability factors
• Provide a high quality service when transferring new clients into the firm liaising with all administrative departments within TrinityBridge to deliver a seamless transition
• Ensure external and third party client payments are processed in timely and efficient manner
• Produce automated investment reports ahead of client meetings
• Ensure adequate record keeping of client correspondence and conversations
• Liaise directly with clients over administrative matters
• Provide excellent client service to ensure zero incidents and complaints
• Consistently follow processes and ensure a great experience for the client
• Provide general administration support for investment directors

Strategic Planning

• Engage and participate where required in improvement initiatives and provide constructive feedback to drive future initiative direction.

People

• Champion and demonstrate TrinityBridges core principles continuing to ensure a one team one culture ethos across Bespoke especially as teams grow in size and new talent is developed
• Actively participate in TrinityBridges diversity and inclusion initiatives
• Ensure clear and effective communication with colleagues across Bespoke

WE WOULD LOVE TO HEAR FROM YOU IF:

• Experience in a client facing Investment services administration role preferable but not essential
• Strong communication and interpersonal skills (verbal and written)
• Excellent organisational skills and attention to detail
• Resilient and reliable team player willing to respond and support various external and internal requests
• Excellent record keeping and reporting capabilities
• Strong IT and MS Office skills: Word (intermediate level) Excel (intermediate level basic formulas) PowerPoint(intermediate level) Outlook (advanced level)

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 long-term 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 face-to-face services to enable strong long-term 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 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.