At a Glance
- Tasks: Manage asset transfers and ensure smooth operations within the Transfers Team.
- Company: Join TrinityBridge, a leading UK Wealth Manager with a collaborative culture.
- Benefits: Enjoy flexible working options, inclusive benefits, and a supportive environment.
- Other info: Diverse team with excellent career growth opportunities and commitment to inclusivity.
- Why this job: Make a real impact in wealth management while developing your skills.
- Qualifications: Experience in operational processes and strong attention to detail required.
The predicted salary is between 30000 - 40000 £ per year.
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 (e.g. receipt of tax documentation, trust distributions, deceased, spouse to spouse transfers etc.).
- Monitor transfer progress and escalate issues when required.
- 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.
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.
Transfers Officer (6 month FTC) employer: Description This
At TrinityBridge, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that values diversity and promotes employee wellbeing. Our commitment to professional growth is evident through our investment in training and development opportunities, ensuring that every team member can thrive in their role while maintaining a healthy work-life balance. Located across the UK, our offices foster strong local relationships, allowing you to make a meaningful impact in the wealth management sector.
StudySmarter Expert Advice🤫
We think this is how you could land Transfers Officer (6 month FTC)
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. A friendly chat can sometimes lead to job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by researching TrinityBridge and its operations. Understand their values and how they align with your skills, especially in asset transfers. This will help you stand out as a candidate who truly gets what they're about.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. Focus on your experience with operational processes and how you've tackled challenges in previous roles. We want to see your personality shine through!
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're genuinely interested in being part of the TrinityBridge team.
We think you need these skills to ace Transfers Officer (6 month FTC)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Transfers Officer role. Highlight any relevant experience in operational processes, especially in wealth management or asset management. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're interested in the role and how your background makes you a great fit. Don’t forget to mention your attention to detail and ability to work independently.
Showcase Your Team Spirit:We love team players! In your application, share examples of how you've collaborated with others in previous roles. This will show us that you can build effective relationships with both internal teams and external partners.
Apply Through Our Website:To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to receive your details and keep track of your application. We can't wait to hear from you!
How to prepare for a job interview at Description This
✨Know Your Transfers Inside Out
Make sure you understand the ins and outs of asset transfers, especially in relation to the responsibilities listed in the job description. Brush up on your knowledge of internal transfers, KYC documentation, and the regulatory framework. This will show that you're not just interested in the role but also prepared to hit the ground running.
✨Demonstrate Attention to Detail
Given the importance of accuracy in this role, be ready to discuss examples from your past experience where attention to detail made a difference. Whether it’s processing transfers or monitoring progress, highlight how your meticulous nature has led to successful outcomes.
✨Show Your Team Spirit
This position requires collaboration with various teams and third parties. Be prepared to share instances where you've worked effectively in a team setting. Emphasise your ability to build relationships and respond to varied requests, as this will resonate well with the interviewers.
✨Be Ready to Challenge the Status Quo
TrinityBridge values innovation and efficiency. Think about processes you've improved in previous roles and be ready to discuss them. Showing that you can identify areas for improvement and propose solutions will demonstrate your proactive approach and fit for the company culture.
