Transfers Officer (6 month FTC)

• 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

• 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